LRI Investments’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 | $541K | Buy |
9,226
+1,403
| +18% | +$82.3K | 0.05% | 168 |
|
|
2025
Q1 | $470K | Buy |
7,823
+447
| +6% | +$26.8K | 0.05% | 173 |
|
|
2024
Q4 | $386K | Sell |
7,376
-322
| -4% | -$16.8K | 0.04% | 170 |
|
|
2024
Q3 | $426K | Sell |
7,698
-884
| -10% | -$49K | 0.04% | 168 |
|
|
2024
Q2 | $391K | Buy |
8,582
+1,864
| +28% | +$84.9K | 0.04% | 138 |
|
|
2024
Q1 | $293K | Buy |
+6,718
| New | +$293K | 0.07% | 108 |
|