Lloyd Advisory Services’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $14.8K | Sell |
224
-4,195
| -95% | -$270K | ﹤0.01% | 430 |
|
|
2025
Q4 | $255K | Sell |
4,419
-23
| -0.5% | -$1.39K | 0.1% | 89 |
|
|
2025
Q3 | $293K | Sell |
4,442
-1,406
| -24% | -$89.1K | 0.14% | 72 |
|
|
2025
Q2 | $343K | Sell |
5,848
-81
| -1% | -$4.76K | 0.17% | 63 |
|
|
2025
Q1 | $356K | Buy |
5,929
+36
| +0.6% | +$1.97K | 0.18% | 62 |
|
|
2024
Q4 | $308K | Sell |
5,893
-176
| -3% | -$9.38K | 0.15% | 70 |
|
|
2024
Q3 | $310K | Sell |
6,069
-427
| -7% | -$21.6K | 0.15% | 79 |
|
|
2024
Q2 | $296K | Sell |
6,496
-10,364
| -61% | -$460K | 0.14% | 74 |
|
|
2024
Q1 | $736K | Buy |
16,860
+6,849
| +68% | +$284K | 0.16% | 109 |
|
|
2023
Q4 | $404K | Buy |
+10,011
| New | +$414K | 0.19% | 64 |
|
|
2022
Q2 | – | Sell |
-3,041
| Closed | -$159K | – | 373 |
|
|
2022
Q1 | $159K | Buy |
3,041
+153
| +5% | +$7.79K | 0.07% | 117 |
|
|
2021
Q4 | $137K | Buy |
2,888
+54
| +2% | +$2.48K | 0.06% | 116 |
|
|
2021
Q3 | $129K | Buy |
2,834
+51
| +2% | +$2.46K | 0.07% | 111 |
|
|
2021
Q2 | $133K | Buy |
2,783
+50
| +2% | +$2.46K | 0.07% | 99 |
|
|
2021
Q1 | $140K | Buy |
2,733
+55
| +2% | +$2.46K | 0.08% | 86 |
|
|
2020
Q4 | $110K | Sell |
2,678
-57
| -2% | -$2.29K | 0.06% | 79 |
|
|
2020
Q3 | $106K | Buy |
2,735
+167
| +7% | +$6.95K | 0.06% | 73 |
|
|
2020
Q2 | $101K | Sell |
2,568
-1,679
| -40% | -$65.5K | 0.06% | 80 |
|
|
2020
Q1 | $164K | Sell |
4,247
-1,316
| -24% | -$58.4K | 0.12% | 58 |
|
|
2019
Q4 | $278K | Buy |
+5,563
| New | +$262K | 0.25% | 57 |
|
Other funds holding MO
VCM
VPM
