Key Financial Inc’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $174K | Sell |
2,966
-41
| -1% | -$2.4K | 0.04% | 295 |
|
|
2025
Q1 | $180K | Sell |
3,007
-8
| -0.3% | -$480 | 0.04% | 281 |
|
|
2024
Q4 | $158K | Hold |
3,015
| – | – | 0.04% | 287 |
|
|
2024
Q3 | $154K | Buy |
3,015
+17
| +0.6% | +$868 | 0.03% | 280 |
|
|
2024
Q2 | $137K | Hold |
2,998
| – | – | 0.03% | 284 |
|
|
2024
Q1 | $131K | Hold |
2,998
| – | – | 0.03% | 273 |
|
|
2023
Q4 | $121K | Sell |
2,998
-968
| -24% | -$39K | 0.03% | 273 |
|
|
2023
Q3 | $167K | Sell |
3,966
-175
| -4% | -$7.36K | 0.06% | 224 |
|
|
2023
Q2 | $188K | Buy |
4,141
+175
| +4% | +$7.93K | 0.06% | 217 |
|
|
2023
Q1 | $177K | Buy |
3,966
+257
| +7% | +$11.5K | 0.06% | 210 |
|
|
2022
Q4 | $150K | Hold |
3,709
| – | – | 0.07% | 196 |
|
|
2022
Q3 | $150K | Hold |
3,709
| – | – | 0.07% | 198 |
|
|
2022
Q2 | $157K | Sell |
3,709
-150
| -4% | -$6.35K | 0.09% | 178 |
|
|
2022
Q1 | $202K | Buy |
3,859
+212
| +6% | +$11.1K | 0.1% | 161 |
|
|
2021
Q4 | $173K | Buy |
3,647
+881
| +32% | +$41.8K | 0.09% | 163 |
|
|
2021
Q3 | $126K | Buy |
2,766
+120
| +5% | +$5.47K | 0.07% | 193 |
|
|
2021
Q2 | $127K | Buy |
2,646
+150
| +6% | +$7.2K | 0.07% | 194 |
|
|
2021
Q1 | $128K | Buy |
2,496
+132
| +6% | +$6.77K | 0.08% | 173 |
|
|
2020
Q4 | $97K | Buy |
+2,364
| New | +$97K | 0.07% | 181 |
|
|
2020
Q2 | – | Sell |
-2,364
| Closed | -$88K | – | 419 |
|
|
2020
Q1 | $88K | Buy |
+2,364
| New | +$88K | 0.09% | 170 |
|