Optimist Retirement 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 | $2.08M | Sell |
35,399
-3,658
| -9% | -$214K | 0.99% | 34 |
|
|
2025
Q1 | $2.34M | Sell |
39,057
-1,396
| -3% | -$83.8K | 1.17% | 24 |
|
|
2024
Q4 | $2.12M | Sell |
40,453
-219
| -0.5% | -$11.5K | 1% | 26 |
|
|
2024
Q3 | $2.08M | Sell |
40,672
-2,248
| -5% | -$115K | 0.94% | 38 |
|
|
2024
Q2 | $1.95M | Buy |
42,920
+2,098
| +5% | +$95.6K | 1.03% | 29 |
|
|
2024
Q1 | $1.78M | Buy |
40,822
+22,588
| +124% | +$985K | 0.91% | 34 |
|
|
2023
Q4 | $736K | Buy |
+18,234
| New | +$736K | 0.48% | 38 |
|