Lantz Financial’s British American Tobacco BTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $406K | Buy |
+8,568
| New | +$406K | 0.1% | 161 |
|
|
2024
Q4 | – | Sell |
-6,213
| Closed | -$227K | – | 229 |
|
|
2024
Q3 | $227K | Buy |
+6,213
| New | +$227K | 0.06% | 205 |
|
|
2024
Q1 | – | Sell |
-7,714
| Closed | -$226K | – | 207 |
|
|
2023
Q4 | $226K | Sell |
7,714
-267
| -3% | -$7.82K | 0.08% | 184 |
|
|
2023
Q3 | $251K | Sell |
7,981
-343
| -4% | -$10.8K | 0.1% | 161 |
|
|
2023
Q2 | $276K | Sell |
8,324
-5,496
| -40% | -$182K | 0.11% | 155 |
|
|
2023
Q1 | $485K | Buy |
13,820
+432
| +3% | +$15.2K | 0.2% | 110 |
|
|
2022
Q4 | $535K | Buy |
13,388
+560
| +4% | +$22.4K | 0.24% | 100 |
|
|
2022
Q3 | $455K | Buy |
12,828
+339
| +3% | +$12K | 0.24% | 98 |
|
|
2022
Q2 | $536K | Buy |
12,489
+324
| +3% | +$13.9K | 0.24% | 95 |
|
|
2022
Q1 | $513K | Buy |
12,165
+1,629
| +15% | +$68.7K | 0.21% | 104 |
|
|
2021
Q4 | $394K | Buy |
10,536
+2,204
| +26% | +$82.4K | 0.18% | 107 |
|
|
2021
Q3 | $294K | Buy |
8,332
+935
| +13% | +$33K | 0.15% | 122 |
|
|
2021
Q2 | $291K | Buy |
7,397
+1,679
| +29% | +$66.1K | 0.15% | 123 |
|
|
2021
Q1 | $222K | Buy |
+5,718
| New | +$222K | 0.13% | 124 |
|