Lafayette Investments’s Altria Group MO Stock Holding History

Lafayette Investments’s Portfolio MO Stock Details MO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$539K	Sell	9,188 -550	-6%	-$32.2K	0.11%	92
2025 Q1	$584K	Hold	9,738	–	–	0.12%	85
2024 Q4	$509K	Sell	9,738 -50	-0.5%	-$2.62K	0.11%	87
2024 Q3	$500K	Hold	9,788	–	–	0.11%	87
2024 Q2	$446K	Sell	9,788 -1,000	-9%	-$45.6K	0.1%	91
2024 Q1	$471K	Sell	10,788 -1,248	-10%	-$54.4K	0.11%	88
2023 Q4	$486K	Sell	12,036 -650	-5%	-$26.2K	0.12%	83
2023 Q3	$533K	Hold	12,686	–	–	0.15%	78
2023 Q2	$575K	Sell	12,686 -2,607	-17%	-$118K	0.15%	75
2023 Q1	$682K	Hold	15,293	–	–	0.19%	70
2022 Q4	$699K	Hold	15,293	–	–	0.2%	70
2022 Q3	$618K	Buy	15,293 +1,700	+13%	+$68.7K	0.19%	70
2022 Q2	$568K	Buy	13,593 +1,000	+8%	+$41.8K	0.16%	72
2022 Q1	$658K	Hold	12,593	–	–	0.16%	72
2021 Q4	$597K	Hold	12,593	–	–	0.15%	77
2021 Q3	$573K	Hold	12,593	–	–	0.16%	77
2021 Q2	$600K	Buy	12,593 +3,955	+46%	+$188K	0.16%	73
2021 Q1	$442K	Hold	8,638	–	–	0.14%	68
2020 Q4	$354K	Hold	8,638	–	–	0.12%	69
2020 Q3	$334K	Hold	8,638	–	–	0.13%	71
2020 Q2	$339K	Hold	8,638	–	–	0.14%	67
2020 Q1	$334K	Sell	8,638 -335	-4%	-$13K	0.16%	64
2019 Q4	$448K	Buy	8,973 +6	+0.1%	+$300	0.16%	62
2019 Q3	$367K	Sell	8,967 -995	-10%	-$40.7K	0.13%	66
2019 Q2	$472K	Buy	9,962 +1,005	+11%	+$47.6K	0.17%	60
2019 Q1	$514K	Buy	8,957 +5	+0.1%	+$287	0.19%	58
2018 Q4	$442K	Buy	8,952 +5,004	+127%	+$247K	0.18%	59
2018 Q3	$238K	Buy	3,948 +4	+0.1%	+$241	0.08%	79
2018 Q2	$224K	Buy	3,944 +3	+0.1%	+$170	0.08%	76
2018 Q1	$246K	Buy	3,941 +3	+0.1%	+$187	0.09%	71
2017 Q4	$281K	Buy	3,938 +29	+0.7%	+$2.07K	0.1%	65
2017 Q3	$248K	Buy	3,909 +23	+0.6%	+$1.46K	0.09%	67
2017 Q2	$289K	Buy	3,886 +23	+0.6%	+$1.71K	0.11%	60
2017 Q1	$276K	Buy	3,863 +25	+0.7%	+$1.79K	0.1%	57
2016 Q4	$260K	Buy	3,838 +26	+0.7%	+$1.76K	0.1%	60
2016 Q3	$241K	Sell	3,812 -83	-2%	-$5.25K	0.1%	60
2016 Q2	$269K	Sell	3,895 -1,471	-27%	-$102K	0.11%	57
2016 Q1	$336K	Buy	5,366 +25	+0.5%	+$1.57K	0.14%	53
2015 Q4	$311K	Buy	5,341 +26	+0.5%	+$1.51K	0.13%	60
2015 Q3	$289K	Buy	5,315 +26	+0.5%	+$1.41K	0.13%	59
2015 Q2	$259K	Buy	5,289 +26	+0.5%	+$1.27K	0.11%	62
2015 Q1	$263K	Sell	5,263 -309	-6%	-$15.4K	0.11%	61
2014 Q4	$275K	Sell	5,572 -55	-1%	-$2.71K	0.12%	61
2014 Q3	$259K	Buy	5,627 +28	+0.5%	+$1.29K	0.12%	60
2014 Q2	$235K	Buy	5,599 +30	+0.5%	+$1.26K	0.1%	61
2014 Q1	$208K	Buy	5,569 +31	+0.6%	+$1.16K	0.1%	63
2013 Q4	$213K	Buy	+5,538	New	+$213K	0.1%	64