KCFA
Key Client Fiduciary Advisors’s British American Tobacco BTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $703K | Buy |
14,848
+914
| +7% | +$43.3K | 0.28% | 78 |
|
|
2025
Q1 | $576K | Sell |
13,934
-1,113
| -7% | -$46K | 0.26% | 87 |
|
|
2024
Q4 | $547K | Buy |
15,047
+295
| +2% | +$10.7K | 0.24% | 95 |
|
|
2024
Q3 | $540K | Sell |
14,752
-64
| -0.4% | -$2.34K | 0.24% | 94 |
|
|
2024
Q2 | $458K | Sell |
14,816
-943
| -6% | -$29.2K | 0.23% | 97 |
|
|
2024
Q1 | $481K | Buy |
15,759
+2,227
| +16% | +$67.9K | 0.26% | 100 |
|
|
2023
Q4 | $396K | Sell |
13,532
-1,279
| -9% | -$37.5K | 0.23% | 109 |
|
|
2023
Q3 | $465K | Buy |
14,811
+4,268
| +40% | +$134K | 0.29% | 84 |
|
|
2023
Q2 | $350K | Buy |
10,543
+498
| +5% | +$16.5K | 0.2% | 111 |
|
|
2023
Q1 | $353K | Buy |
10,045
+2,286
| +29% | +$80.3K | 0.22% | 103 |
|
|
2022
Q4 | $310K | Buy |
7,759
+571
| +8% | +$22.8K | 0.21% | 109 |
|
|
2022
Q3 | $255K | Buy |
7,188
+189
| +3% | +$6.71K | 0.23% | 86 |
|
|
2022
Q2 | $300K | Sell |
6,999
-262
| -4% | -$11.2K | 0.29% | 79 |
|
|
2022
Q1 | $306K | Buy |
7,261
+1,323
| +22% | +$55.8K | 0.24% | 90 |
|
|
2021
Q4 | $222K | Buy |
+5,938
| New | +$222K | 0.18% | 109 |
|