Legacy Capital Group California’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-19,575
| Closed | -$854K | – | 328 |
|
|
2024
Q1 | $854K | Sell |
19,575
-650
| -3% | -$28.4K | 0.32% | 95 |
|
|
2023
Q4 | $816K | Buy |
+20,225
| New | +$816K | 0.32% | 90 |
|
|
2023
Q3 | – | Sell |
-19,025
| Closed | -$862K | – | 287 |
|
|
2023
Q2 | $862K | Buy |
19,025
+537
| +3% | +$24.3K | 0.35% | 73 |
|
|
2023
Q1 | $825K | Buy |
+18,488
| New | +$825K | 0.4% | 66 |
|