Northstar Advisory Group’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 | $714K | Hold |
12,178
| – | – | 0.35% | 57 |
|
|
2025
Q1 | $731K | Hold |
12,178
| – | – | 0.48% | 48 |
|
|
2024
Q4 | $637K | Sell |
12,178
-55
| -0.4% | -$2.88K | 0.32% | 57 |
|
|
2024
Q3 | $624K | Sell |
12,233
-360
| -3% | -$18.4K | 0.32% | 62 |
|
|
2024
Q2 | $586K | Hold |
12,593
| – | – | 0.34% | 59 |
|
|
2024
Q1 | $563K | Buy |
12,593
+1,279
| +11% | +$57.2K | 0.34% | 55 |
|
|
2023
Q4 | $456K | Sell |
11,314
-250
| -2% | -$10.1K | 0.27% | 57 |
|
|
2023
Q3 | $486K | Sell |
11,564
-81
| -0.7% | -$3.41K | 0.35% | 54 |
|
|
2023
Q2 | $527K | Sell |
11,645
-1,063
| -8% | -$48.2K | 0.35% | 49 |
|
|
2023
Q1 | $567K | Buy |
12,708
+686
| +6% | +$30.6K | 0.42% | 49 |
|
|
2022
Q4 | $550K | Hold |
12,022
| – | – | 0.43% | 50 |
|
|
2022
Q3 | $485K | Buy |
12,022
+360
| +3% | +$14.5K | 0.43% | 46 |
|
|
2022
Q2 | $487K | Buy |
11,662
+81
| +0.7% | +$3.38K | 0.36% | 41 |
|
|
2022
Q1 | $605K | Buy |
11,581
+1,478
| +15% | +$77.2K | 0.39% | 56 |
|
|
2021
Q4 | $479K | Buy |
+10,103
| New | +$479K | 0.28% | 64 |
|
|
2021
Q3 | – | Sell |
-10,103
| Closed | -$482K | – | 91 |
|
|
2021
Q2 | $482K | Hold |
10,103
| – | – | 0.3% | 60 |
|
|
2021
Q1 | $517K | Buy |
10,103
+591
| +6% | +$30.2K | 0.4% | 53 |
|
|
2020
Q4 | $390K | Buy |
+9,512
| New | +$390K | 0.33% | 61 |
|