Lee Financial Group Hawaii’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $611K | Buy |
14,017
+591
| +4% | +$25.8K | 0.48% | 21 |
|
|
2023
Q4 | $542K | Buy |
13,426
+1,563
| +13% | +$63.1K | 0.46% | 24 |
|
|
2023
Q3 | $499K | Buy |
11,863
+17
| +0.1% | +$715 | 0.46% | 20 |
|
|
2023
Q2 | $537K | Buy |
11,846
+5,959
| +101% | +$270K | 0.49% | 19 |
|
|
2023
Q1 | $263K | Buy |
+5,887
| New | +$263K | 0.27% | 23 |
|
|
2020
Q2 | – | Sell |
-18,131
| Closed | -$701K | – | 43 |
|
|
2020
Q1 | $701K | Sell |
18,131
-143
| -0.8% | -$5.53K | 0.8% | 21 |
|
|
2019
Q4 | $912K | Buy |
18,274
+1,018
| +6% | +$50.8K | 0.72% | 25 |
|
|
2019
Q3 | $706K | Buy |
17,256
+1,087
| +7% | +$44.5K | 0.63% | 24 |
|
|
2019
Q2 | $766K | Buy |
16,169
+502
| +3% | +$23.8K | 0.65% | 27 |
|
|
2019
Q1 | $900K | Sell |
15,667
-632
| -4% | -$36.3K | 0.84% | 22 |
|
|
2018
Q4 | $805K | Buy |
+16,299
| New | +$805K | 0.86% | 24 |
|