Lakeridge Wealth Management’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 | $321K | Sell |
5,474
-121
| -2% | -$7.09K | 0.15% | 114 |
|
|
2025
Q1 | $336K | Buy |
5,595
+695
| +14% | +$41.7K | 0.17% | 108 |
|
|
2024
Q4 | $256K | Sell |
4,900
-126
| -3% | -$6.59K | 0.13% | 131 |
|
|
2024
Q3 | $257K | Sell |
5,026
-82
| -2% | -$4.19K | 0.14% | 127 |
|
|
2024
Q2 | $233K | Buy |
5,108
+396
| +8% | +$18K | 0.14% | 126 |
|
|
2024
Q1 | $206K | Buy |
+4,712
| New | +$206K | 0.13% | 128 |
|