Krilogy Financial’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 | $3.35M | Buy |
57,163
+265
| +0.5% | +$15.5K | 0.19% | 100 |
|
|
2025
Q1 | $3.42M | Sell |
56,898
-252
| -0.4% | -$15.1K | 0.22% | 93 |
|
|
2024
Q4 | $2.99M | Sell |
57,150
-24,823
| -30% | -$1.3M | 0.2% | 99 |
|
|
2024
Q3 | $4.18M | Buy |
81,973
+2,173
| +3% | +$111K | 0.29% | 80 |
|
|
2024
Q2 | $3.63M | Buy |
79,800
+5,355
| +7% | +$244K | 0.27% | 82 |
|
|
2024
Q1 | $3.25M | Buy |
+74,445
| New | +$3.25M | 0.25% | 95 |
|
|
2023
Q2 | – | Sell |
-5,390
| Closed | -$241K | – | 321 |
|
|
2023
Q1 | $241K | Sell |
5,390
-684
| -11% | -$30.5K | 0.02% | 362 |
|
|
2022
Q4 | $278K | Sell |
6,074
-642
| -10% | -$29.3K | 0.03% | 330 |
|
|
2022
Q3 | $271K | Sell |
6,716
-1,157
| -15% | -$46.7K | 0.03% | 264 |
|
|
2022
Q2 | $329K | Buy |
7,873
+263
| +3% | +$11K | 0.04% | 243 |
|
|
2022
Q1 | $398K | Buy |
7,610
+1,279
| +20% | +$66.9K | 0.04% | 227 |
|
|
2021
Q4 | $300K | Buy |
+6,331
| New | +$300K | 0.03% | 231 |
|
|
2021
Q3 | – | Sell |
-5,080
| Closed | -$242K | – | 275 |
|
|
2021
Q2 | $242K | Buy |
5,080
+208
| +4% | +$9.91K | 0.02% | 244 |
|
|
2021
Q1 | $249K | Sell |
4,872
-791
| -14% | -$40.4K | 0.03% | 230 |
|
|
2020
Q4 | $232K | Sell |
5,663
-1,405
| -20% | -$57.6K | 0.03% | 231 |
|
|
2020
Q3 | $273K | Buy |
7,068
+398
| +6% | +$15.4K | 0.04% | 197 |
|
|
2020
Q2 | $262K | Sell |
6,670
-100
| -1% | -$3.93K | 0.04% | 191 |
|
|
2020
Q1 | $262K | Buy |
6,770
+385
| +6% | +$14.9K | 0.05% | 162 |
|
|
2019
Q4 | $319K | Sell |
6,385
-379
| -6% | -$18.9K | 0.05% | 151 |
|
|
2019
Q3 | $277K | Sell |
6,764
-471
| -7% | -$19.3K | 0.05% | 154 |
|
|
2019
Q2 | $343K | Buy |
7,235
+195
| +3% | +$9.25K | 0.07% | 131 |
|
|
2019
Q1 | $404K | Buy |
7,040
+146
| +2% | +$8.38K | 0.09% | 114 |
|
|
2018
Q4 | $340K | Buy |
6,894
+367
| +6% | +$18.1K | 0.09% | 93 |
|
|
2018
Q3 | $394K | Sell |
6,527
-2,801
| -30% | -$169K | 0.09% | 95 |
|
|
2018
Q2 | $530K | Sell |
9,328
-2,862
| -23% | -$163K | 0.13% | 68 |
|
|
2018
Q1 | $760K | Sell |
12,190
-453
| -4% | -$28.2K | 0.18% | 61 |
|
|
2017
Q4 | $903K | Sell |
12,643
-554
| -4% | -$39.6K | 0.22% | 55 |
|
|
2017
Q3 | $837K | Sell |
13,197
-495
| -4% | -$31.4K | 0.21% | 55 |
|
|
2017
Q2 | $1.02M | Buy |
13,692
+155
| +1% | +$11.5K | 0.28% | 45 |
|
|
2017
Q1 | $915K | Hold |
13,537
| – | – | 0.28% | 46 |
|
|
2016
Q4 | $915K | Sell |
13,537
-363
| -3% | -$24.5K | 0.28% | 46 |
|
|
2016
Q3 | $879K | Sell |
13,900
-594
| -4% | -$37.6K | 0.28% | 46 |
|
|
2016
Q2 | $1M | Buy |
14,494
+2,301
| +19% | +$159K | 0.35% | 47 |
|
|
2016
Q1 | $764K | Sell |
12,193
-137
| -1% | -$8.58K | 0.31% | 41 |
|
|
2015
Q4 | $718K | Buy |
12,330
+142
| +1% | +$8.27K | 0.67% | 25 |
|
|
2015
Q3 | $663K | Buy |
+12,188
| New | +$663K | 0.32% | 42 |
|