LPL Financial’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 | $208M | Buy |
3,544,314
+47,449
| +1% | +$2.78M | 0.07% | 273 |
|
|
2025
Q1 | $210M | Buy |
3,496,865
+368,076
| +12% | +$22.1M | 0.08% | 236 |
|
|
2024
Q4 | $164M | Buy |
3,128,789
+331,747
| +12% | +$17.3M | 0.07% | 263 |
|
|
2024
Q3 | $143M | Buy |
2,797,042
+120,017
| +4% | +$6.13M | 0.06% | 272 |
|
|
2024
Q2 | $122M | Buy |
2,677,025
+224,206
| +9% | +$10.2M | 0.06% | 278 |
|
|
2024
Q1 | $107M | Buy |
2,452,819
+202,170
| +9% | +$8.82M | 0.06% | 299 |
|
|
2023
Q4 | $90.8M | Buy |
2,250,649
+86,396
| +4% | +$3.49M | 0.06% | 309 |
|
|
2023
Q3 | $91M | Buy |
2,164,253
+77,478
| +4% | +$3.26M | 0.06% | 269 |
|
|
2023
Q2 | $94.5M | Buy |
2,086,775
+233,352
| +13% | +$10.6M | 0.07% | 261 |
|
|
2023
Q1 | $82.7M | Buy |
1,853,423
+142,897
| +8% | +$6.38M | 0.06% | 276 |
|
|
2022
Q4 | $78.2M | Buy |
1,710,526
+103,009
| +6% | +$4.71M | 0.07% | 270 |
|
|
2022
Q3 | $64.9M | Buy |
1,607,517
+74,168
| +5% | +$2.99M | 0.06% | 287 |
|
|
2022
Q2 | $64M | Buy |
1,533,349
+126,571
| +9% | +$5.29M | 0.06% | 290 |
|
|
2022
Q1 | $73.5M | Buy |
1,406,778
+42,286
| +3% | +$2.21M | 0.06% | 280 |
|
|
2021
Q4 | $64.7M | Buy |
1,364,492
+102,331
| +8% | +$4.85M | 0.05% | 317 |
|
|
2021
Q3 | $57.5M | Buy |
1,262,161
+100,912
| +9% | +$4.59M | 0.05% | 318 |
|
|
2021
Q2 | $55.4M | Buy |
1,161,249
+52,027
| +5% | +$2.48M | 0.06% | 309 |
|
|
2021
Q1 | $56.7M | Buy |
1,109,222
+119,365
| +12% | +$6.11M | 0.07% | 273 |
|
|
2020
Q4 | $40.6M | Buy |
989,857
+58,711
| +6% | +$2.41M | 0.05% | 296 |
|
|
2020
Q3 | $36M | Sell |
931,146
-566
| -0.1% | -$21.9K | 0.06% | 286 |
|
|
2020
Q2 | $36.6M | Sell |
931,712
-80,897
| -8% | -$3.18M | 0.06% | 261 |
|
|
2020
Q1 | $39.2M | Sell |
1,012,609
-154,650
| -13% | -$5.98M | 0.08% | 211 |
|
|
2019
Q4 | $58.3M | Buy |
1,167,259
+24,249
| +2% | +$1.21M | 0.11% | 175 |
|
|
2019
Q3 | $46.7M | Sell |
1,143,010
-184,067
| -14% | -$7.53M | 0.1% | 187 |
|
|
2019
Q2 | $62.8M | Buy |
1,327,077
+20,132
| +2% | +$953K | 0.13% | 142 |
|
|
2019
Q1 | $75.1M | Buy |
1,306,945
+96,789
| +8% | +$5.56M | 0.17% | 116 |
|
|
2018
Q4 | $59.8M | Buy |
1,210,156
+8,348
| +0.7% | +$412K | 0.16% | 116 |
|
|
2018
Q3 | $72.5M | Sell |
1,201,808
-7,056
| -0.6% | -$426K | 0.17% | 109 |
|
|
2018
Q2 | $68.7M | Sell |
1,208,864
-81,596
| -6% | -$4.63M | 0.18% | 105 |
|
|
2018
Q1 | $80.4M | Buy |
1,290,460
+347,319
| +37% | +$21.6M | 0.22% | 95 |
|
|
2017
Q4 | $67.4M | Buy |
943,141
+254,969
| +37% | +$18.2M | 0.21% | 94 |
|
|
2017
Q3 | $43.6M | Sell |
688,172
-99,138
| -13% | -$6.29M | 0.15% | 125 |
|
|
2017
Q2 | $58.6M | Buy |
787,310
+755,034
| +2,339% | +$56.2M | 0.22% | 92 |
|
|
2017
Q1 | $2.31M | Sell |
32,276
-8,192
| -20% | -$586K | 0.02% | 757 |
|
|
2016
Q4 | $2.74M | Sell |
40,468
-3,040
| -7% | -$206K | 0.02% | 644 |
|
|
2016
Q3 | $2.71M | Sell |
43,508
-2,515
| -5% | -$157K | 0.03% | 616 |
|
|
2016
Q2 | $3.19M | Sell |
46,023
-1,854,657
| -98% | -$129M | 0.03% | 532 |
|
|
2016
Q1 | $120M | Buy |
1,900,680
+63,686
| +3% | +$4.01M | 0.33% | 64 |
|
|
2015
Q4 | $108M | Buy |
1,836,994
+808,665
| +79% | +$47.3M | 0.3% | 68 |
|
|
2015
Q3 | $57.3M | Sell |
1,028,329
-47,958
| -4% | -$2.67M | 0.32% | 68 |
|
|
2015
Q2 | $53.7M | Buy |
1,076,287
+144,611
| +16% | +$7.21M | 0.27% | 80 |
|
|
2015
Q1 | $46.9M | Sell |
931,676
-25,157
| -3% | -$1.27M | 0.24% | 87 |
|
|
2014
Q4 | $47.1M | Sell |
956,833
-59,021
| -6% | -$2.91M | 0.26% | 75 |
|
|
2014
Q3 | $46.5M | Buy |
1,015,854
+25,378
| +3% | +$1.16M | 0.28% | 72 |
|
|
2014
Q2 | $41.5M | Sell |
990,476
-5,575
| -0.6% | -$234K | 0.24% | 78 |
|
|
2014
Q1 | $37.3M | Sell |
996,051
-1,025
| -0.1% | -$38.4K | 0.23% | 86 |
|
|
2013
Q4 | $38.3M | Buy |
997,076
+25,139
| +3% | +$965K | 0.24% | 86 |
|
|
2013
Q3 | $34.7M | Buy |
971,937
+24,929
| +3% | +$891K | 0.23% | 82 |
|
|
2013
Q2 | $33.1M | Buy |
+947,008
| New | +$33.1M | 0.24% | 81 |
|