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Lantz Financial’s British American Tobacco BTI Stock Holding History

Lantz Financial’s Portfolio BTI Stock Details BTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$718K Sell
11,628
-182
-2% -$11K 0.13% 145
2026
Q1 		$691K Buy
11,810
+1,420
+14% +$84K 0.14% 146
2025
Q4 		$588K Buy
10,390
+529
+5% +$28.9K 0.12% 149
2025
Q3 		$523K Buy
9,861
+1,293
+15% +$70.2K 0.12% 156
2025
Q2 		$406K Buy
+8,568
New +$379K 0.1% 161
2024
Q4 		– Sell
-6,213
Closed -$227K – 229
2024
Q3 		$227K Buy
+6,213
New +$222K 0.06% 205
2024
Q1 		– Sell
-7,714
Closed -$226K – 207
2023
Q4 		$226K Sell
7,714
-267
-3% -$8.12K 0.08% 184
2023
Q3 		$251K Sell
7,981
-343
-4% -$11.3K 0.1% 161
2023
Q2 		$276K Sell
8,324
-5,496
-40% -$188K 0.11% 155
2023
Q1 		$485K Buy
13,820
+432
+3% +$16.3K 0.2% 110
2022
Q4 		$535K Buy
13,388
+560
+4% +$22K 0.24% 100
2022
Q3 		$455K Buy
12,828
+339
+3% +$13.6K 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% +$69.4K 0.21% 104
2021
Q4 		$394K Buy
10,536
+2,204
+26% +$78.3K 0.18% 107
2021
Q3 		$294K Buy
8,332
+935
+13% +$35.1K 0.15% 122
2021
Q2 		$291K Buy
7,397
+1,679
+29% +$65.8K 0.15% 123
2021
Q1 		$222K Buy
+5,718
New +$215K 0.13% 124

Other funds holding BTI

AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
BCFS
Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return
FBT
First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
WSA
Wealth Science Advisors Alpharetta, Georgia $225M AUM