Optimist Retirement Group’s British American Tobacco BTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.39M | Sell |
50,470
-4,398
| -8% | -$208K | 1.15% | 23 |
|
|
2025
Q1 | $2.27M | Sell |
54,868
-5,036
| -8% | -$208K | 1.14% | 27 |
|
|
2024
Q4 | $2.18M | Sell |
59,904
-2,092
| -3% | -$76K | 1.03% | 25 |
|
|
2024
Q3 | $2.27M | Sell |
61,996
-1,870
| -3% | -$68.4K | 1.02% | 30 |
|
|
2024
Q2 | $1.98M | Buy |
63,866
+5,263
| +9% | +$163K | 1.04% | 28 |
|
|
2024
Q1 | $1.79M | Buy |
58,603
+47,298
| +418% | +$1.44M | 0.92% | 33 |
|
|
2023
Q4 | $331K | Buy |
+11,305
| New | +$331K | 0.22% | 54 |
|