Patriot Financial Group Insurance Agency’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 | – | Sell |
-6,323
| Closed | -$262K | – | 532 |
|
|
2025
Q1 | $262K | Buy |
+6,323
| New | +$262K | 0.04% | 401 |
|
|
2022
Q3 | – | Sell |
-3,064
| Closed | -$131K | – | 607 |
|
|
2022
Q2 | $131K | Sell |
3,064
-254
| -8% | -$10.9K | 0.03% | 477 |
|
|
2022
Q1 | $140K | Buy |
3,318
+1,043
| +46% | +$44K | 0.02% | 486 |
|
|
2021
Q4 | $85K | Buy |
2,275
+667
| +41% | +$24.9K | 0.01% | 693 |
|
|
2021
Q3 | $57K | Buy |
1,608
+174
| +12% | +$6.17K | 0.01% | 827 |
|
|
2021
Q2 | $56K | Buy |
1,434
+1,024
| +250% | +$40K | 0.01% | 804 |
|
|
2021
Q1 | $16K | Sell |
410
-108
| -21% | -$4.22K | ﹤0.01% | 1187 |
|
|
2020
Q4 | $19K | Sell |
518
-45
| -8% | -$1.65K | ﹤0.01% | 986 |
|
|
2020
Q3 | $20K | Buy |
563
+15
| +3% | +$533 | 0.01% | 790 |
|
|
2020
Q2 | $21K | Sell |
548
-28
| -5% | -$1.07K | 0.01% | 730 |
|
|
2020
Q1 | $20K | Buy |
576
+340
| +144% | +$11.8K | 0.01% | 661 |
|
|
2019
Q4 | $10K | Hold |
236
| – | – | ﹤0.01% | 831 |
|
|
2019
Q3 | $9K | Sell |
236
-7
| -3% | -$267 | ﹤0.01% | 819 |
|
|
2019
Q2 | $9K | Buy |
243
+99
| +69% | +$3.67K | ﹤0.01% | 820 |
|
|
2019
Q1 | $6K | Buy |
+144
| New | +$6K | ﹤0.01% | 797 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 1016 |
|
|
2018
Q3 | – | Sell |
-52
| Closed | -$3K | – | 993 |
|
|
2018
Q2 | $3K | Sell |
52
-444
| -90% | -$25.6K | ﹤0.01% | 516 |
|
|
2018
Q1 | $28K | Hold |
496
| – | – | 0.02% | 406 |
|
|
2017
Q4 | $33K | Buy |
496
+444
| +854% | +$29.5K | 0.02% | 358 |
|
|
2017
Q3 | $3K | Buy |
+52
| New | +$3K | ﹤0.01% | 767 |
|