Legacy Financial Advisors’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 | – | Sell |
-14,241
| Closed | -$589K | – | 352 |
|
|
2025
Q1 | $589K | Buy |
14,241
+1,569
| +12% | +$64.9K | 0.1% | 171 |
|
|
2024
Q4 | $460K | Buy |
12,672
+1,132
| +10% | +$41.1K | 0.08% | 204 |
|
|
2024
Q3 | $422K | Buy |
11,540
+1,977
| +21% | +$72.3K | 0.07% | 221 |
|
|
2024
Q2 | $296K | Buy |
+9,563
| New | +$296K | 0.05% | 255 |
|
|
2019
Q2 | – | Sell |
-1,837
| Closed | -$77K | – | 229 |
|
|
2019
Q1 | $77K | Buy |
1,837
+1,282
| +231% | +$53.7K | 0.03% | 202 |
|
|
2018
Q4 | $18K | Sell |
555
-76
| -12% | -$2.47K | 0.01% | 432 |
|
|
2018
Q3 | $29K | Sell |
631
-344
| -35% | -$15.8K | 0.01% | 316 |
|
|
2018
Q2 | $51K | Buy |
975
+500
| +105% | +$26.2K | 0.02% | 247 |
|
|
2018
Q1 | $28K | Sell |
475
-178
| -27% | -$10.5K | 0.01% | 311 |
|
|
2017
Q4 | $43K | Buy |
+653
| New | +$43K | 0.02% | 260 |
|