Legacy Capital Group California’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 | $280K | Buy |
5,921
+363
| +7% | +$17.2K | 0.08% | 274 |
|
2025
Q1 | $230K | Buy |
+5,558
| New | +$230K | 0.08% | 283 |
|
2024
Q3 | – | Sell |
-8,092
| Closed | -$250K | – | 318 |
|
2024
Q2 | $250K | Buy |
8,092
+531
| +7% | +$16.4K | 0.09% | 262 |
|
2024
Q1 | $231K | Buy |
7,561
+81
| +1% | +$2.47K | 0.09% | 275 |
|
2023
Q4 | $219K | Buy |
+7,480
| New | +$219K | 0.08% | 262 |
|