Paragon Financial Partners’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 | $681K | Hold |
11,614
| – | – | 0.47% | 33 |
|
|
2025
Q1 | $697K | Hold |
11,614
| – | – | 0.55% | 30 |
|
|
2024
Q4 | $607K | Sell |
11,614
-10,364
| -47% | -$542K | 0.46% | 32 |
|
|
2024
Q3 | $1.12M | Hold |
21,978
| – | – | 0.82% | 24 |
|
|
2024
Q2 | $1M | Hold |
21,978
| – | – | 0.78% | 22 |
|
|
2024
Q1 | $959K | Buy |
21,978
+10,520
| +92% | +$459K | 0.79% | 23 |
|
|
2023
Q4 | $462K | Sell |
11,458
-61
| -0.5% | -$2.46K | 0.44% | 39 |
|
|
2023
Q3 | $484K | Hold |
11,519
| – | – | 0.5% | 34 |
|
|
2023
Q2 | $522K | Hold |
11,519
| – | – | 0.49% | 36 |
|
|
2023
Q1 | $514K | Buy |
11,519
+61
| +0.5% | +$2.72K | 0.54% | 33 |
|
|
2022
Q4 | $524K | Sell |
11,458
-254
| -2% | -$11.6K | 0.58% | 32 |
|
|
2022
Q3 | $473K | Hold |
11,712
| – | – | 0.53% | 33 |
|
|
2022
Q2 | $489K | Hold |
11,712
| – | – | 0.5% | 36 |
|
|
2022
Q1 | $612K | Buy |
11,712
+417
| +4% | +$21.8K | 0.53% | 33 |
|
|
2021
Q4 | $535K | Buy |
+11,295
| New | +$535K | 0.44% | 47 |
|