Legacy Financial Advisors’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $471K | Buy |
8,037
+856
| +12% | +$50.2K | 0.07% | 210 |
|
|
2025
Q1 | $431K | Buy |
7,181
+156
| +2% | +$9.36K | 0.07% | 218 |
|
|
2024
Q4 | $367K | Buy |
7,025
+1,704
| +32% | +$89.1K | 0.06% | 243 |
|
|
2024
Q3 | $272K | Sell |
5,321
-88
| -2% | -$4.49K | 0.05% | 292 |
|
|
2024
Q2 | $246K | Sell |
5,409
-89
| -2% | -$4.05K | 0.04% | 290 |
|
|
2024
Q1 | $240K | Sell |
5,498
-253
| -4% | -$11K | 0.04% | 286 |
|
|
2023
Q4 | $232K | Buy |
5,751
+424
| +8% | +$17.1K | 0.04% | 269 |
|
|
2023
Q3 | $224K | Sell |
5,327
-232
| -4% | -$9.76K | 0.04% | 239 |
|
|
2023
Q2 | $252K | Sell |
5,559
-714
| -11% | -$32.3K | 0.05% | 216 |
|
|
2023
Q1 | $280K | Sell |
6,273
-99
| -2% | -$4.42K | 0.06% | 192 |
|
|
2022
Q4 | $291K | Buy |
+6,372
| New | +$291K | 0.06% | 183 |
|
|
2022
Q2 | – | Sell |
-4,838
| Closed | -$253K | – | 246 |
|
|
2022
Q1 | $253K | Buy |
4,838
+52
| +1% | +$2.72K | 0.06% | 197 |
|
|
2021
Q4 | $227K | Buy |
4,786
+157
| +3% | +$7.45K | 0.05% | 186 |
|
|
2021
Q3 | $211K | Buy |
4,629
+217
| +5% | +$9.89K | 0.05% | 175 |
|
|
2021
Q2 | $210K | Buy |
4,412
+414
| +10% | +$19.7K | 0.05% | 164 |
|
|
2021
Q1 | $205K | Buy |
+3,998
| New | +$205K | 0.06% | 154 |
|
|
2019
Q2 | – | Sell |
-2,472
| Closed | -$142K | – | 608 |
|
|
2019
Q1 | $142K | Sell |
2,472
-1,134
| -31% | -$65.1K | 0.05% | 129 |
|
|
2018
Q4 | $178K | Sell |
3,606
-358
| -9% | -$17.7K | 0.07% | 107 |
|
|
2018
Q3 | $239K | Buy |
3,964
+20
| +0.5% | +$1.21K | 0.09% | 95 |
|
|
2018
Q2 | $231K | Sell |
3,944
-2,134
| -35% | -$125K | 0.09% | 94 |
|
|
2018
Q1 | $390K | Sell |
6,078
-603
| -9% | -$38.7K | 0.16% | 61 |
|
|
2017
Q4 | $477K | Buy |
+6,681
| New | +$477K | 0.2% | 47 |
|