Montecito Bank & Trust’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $602K | Buy |
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|
2025
Q1 | $556K | Hold |
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|
2024
Q4 | $484K | Hold |
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|
2024
Q3 | $473K | Sell |
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|
2024
Q2 | $444K | Sell |
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|
2024
Q1 | $429K | Hold |
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|
2023
Q4 | $397K | Hold |
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|
2023
Q3 | $413K | Sell |
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|
2023
Q2 | $468K | Hold |
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|
2023
Q1 | $461K | Hold |
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|
2022
Q4 | $473K | Sell |
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|
2022
Q3 | $423K | Sell |
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|
2022
Q2 | $445K | Buy |
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|
2022
Q1 | $550K | Hold |
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|
2021
Q4 | $499K | Hold |
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|
2021
Q3 | $480K | Hold |
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|
2021
Q2 | $502K | Hold |
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|
2021
Q1 | $538K | Buy |
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|
2020
Q4 | $411K | Hold |
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|
2020
Q3 | $388K | Hold |
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|
2020
Q2 | $394K | Hold |
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|
2020
Q1 | $388K | Sell |
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|
2019
Q4 | $631K | Buy |
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|
2019
Q3 | $447K | Buy |
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|
2019
Q2 | $505K | Sell |
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|
2019
Q1 | $625K | Buy |
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|
2018
Q4 | $529K | Hold |
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|
2018
Q3 | $645K | Buy |
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|
2018
Q2 | $595K | Buy |
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|
2018
Q1 | $482K | Sell |
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|
2017
Q4 | $552K | Sell |
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|
2017
Q3 | $524K | Sell |
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|
2017
Q2 | $761K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $628K | Sell |
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|
2016
Q3 | $654K | Buy |
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|
2016
Q2 | $662K | Sell |
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|
2016
Q1 | $650K | Hold |
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|
2015
Q4 | $604K | Buy |
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|
2015
Q3 | $472K | Buy |
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|
2015
Q2 | $418K | Hold |
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|
2015
Q1 | $418K | Buy |
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|
2014
Q4 | $400K | Buy |
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|
2014
Q3 | $231K | Buy |
|