Mechanics Financial Corp’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
$288K Buy
4,918
+130
+3% +$7.62K 0.12% 97
2025
Q1
$287K Buy
4,788
+398
+9% +$23.9K 0.13% 94
2024
Q4
$230K Sell
4,390
-100
-2% -$5.23K 0.1% 103
2024
Q3
$229K Hold
4,490
0.1% 108
2024
Q2
$205K Sell
4,490
-425
-9% -$19.4K 0.11% 113
2024
Q1
$214K Hold
4,915
0.11% 109
2023
Q4
$198K Sell
4,915
-1,878
-28% -$75.8K 0.11% 108
2023
Q3
$286K Hold
6,793
0.16% 86
2023
Q2
$308K Buy
6,793
+2,128
+46% +$96.4K 0.17% 86
2023
Q1
$208K Hold
4,665
0.12% 108
2022
Q4
$213K Hold
4,665
0.13% 105
2022
Q3
$188K Sell
4,665
-50
-1% -$2.02K 0.12% 108
2022
Q2
$197K Hold
4,715
0.12% 108
2022
Q1
$246K Sell
4,715
-650
-12% -$33.9K 0.13% 105
2021
Q4
$254K Buy
+5,365
New +$254K 0.12% 104