LFGH
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Lee Financial Group Hawaii’s Altria Group MO Stock Holding History

Lee Financial Group Hawaii’s Portfolio MO Stock Details MO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$611K Buy
14,017
+591
+4% +$24.5K 0.48% 21
2023
Q4 		$542K Buy
13,426
+1,563
+13% +$64.6K 0.46% 24
2023
Q3 		$499K Buy
11,863
+17
+0.1% +$751 0.46% 20
2023
Q2 		$537K Buy
11,846
+5,959
+101% +$270K 0.49% 19
2023
Q1 		$263K Buy
+5,887
New +$271K 0.27% 23
2020
Q2 		– Sell
-18,131
Closed -$701K – 43
2020
Q1 		$701K Sell
18,131
-143
-0.8% -$6.35K 0.8% 21
2019
Q4 		$912K Buy
18,274
+1,018
+6% +$48K 0.72% 25
2019
Q3 		$706K Buy
17,256
+1,087
+7% +$50K 0.63% 24
2019
Q2 		$766K Buy
16,169
+502
+3% +$26.3K 0.65% 27
2019
Q1 		$900K Sell
15,667
-632
-4% -$32.3K 0.84% 22
2018
Q4 		$805K Buy
+16,299
New +$944K 0.86% 24

Other funds holding MO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return