Patriot Financial Group Insurance Agency’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 | $1.25M | Sell |
21,357
-6,415
| -23% | -$376K | 0.14% | 173 |
|
|
2025
Q1 | $1.67M | Sell |
27,772
-3,787
| -12% | -$227K | 0.22% | 113 |
|
|
2024
Q4 | $1.65M | Buy |
31,559
+895
| +3% | +$46.8K | 0.22% | 104 |
|
|
2024
Q3 | $1.57M | Buy |
30,664
+7
| +0% | +$357 | 0.21% | 111 |
|
|
2024
Q2 | $1.4M | Sell |
30,657
-507
| -2% | -$23.1K | 0.21% | 111 |
|
|
2024
Q1 | $1.36M | Buy |
31,164
+2,319
| +8% | +$101K | 0.22% | 111 |
|
|
2023
Q4 | $1.16M | Buy |
28,845
+1,618
| +6% | +$65.3K | 0.22% | 112 |
|
|
2023
Q3 | $1.14M | Buy |
27,227
+2,465
| +10% | +$104K | 0.24% | 109 |
|
|
2023
Q2 | $1.12M | Buy |
24,762
+1,509
| +6% | +$68.4K | 0.21% | 113 |
|
|
2023
Q1 | $1.04M | Buy |
23,253
+2,030
| +10% | +$90.6K | 0.21% | 114 |
|
|
2022
Q4 | $970K | Buy |
21,223
+389
| +2% | +$17.8K | 0.13% | 110 |
|
|
2022
Q3 | $841K | Buy |
20,834
+802
| +4% | +$32.4K | 0.2% | 125 |
|
|
2022
Q2 | $837K | Buy |
20,032
+5,696
| +40% | +$238K | 0.17% | 132 |
|
|
2022
Q1 | $749K | Sell |
14,336
-1,191
| -8% | -$62.2K | 0.13% | 172 |
|
|
2021
Q4 | $736K | Buy |
15,527
+1,785
| +13% | +$84.6K | 0.12% | 179 |
|
|
2021
Q3 | $626K | Buy |
13,742
+3,107
| +29% | +$142K | 0.11% | 195 |
|
|
2021
Q2 | $507K | Buy |
10,635
+2,986
| +39% | +$142K | 0.09% | 228 |
|
|
2021
Q1 | $391K | Buy |
7,649
+259
| +4% | +$13.2K | 0.09% | 235 |
|
|
2020
Q4 | $303K | Sell |
7,390
-1,356
| -16% | -$55.6K | 0.08% | 260 |
|
|
2020
Q3 | $338K | Buy |
8,746
+18
| +0.2% | +$696 | 0.11% | 182 |
|
|
2020
Q2 | $343K | Sell |
8,728
-1,094
| -11% | -$43K | 0.13% | 161 |
|
|
2020
Q1 | $380K | Buy |
9,822
+139
| +1% | +$5.38K | 0.17% | 126 |
|
|
2019
Q4 | $483K | Sell |
9,683
-421
| -4% | -$21K | 0.18% | 116 |
|
|
2019
Q3 | $413K | Buy |
10,104
+1,223
| +14% | +$50K | 0.19% | 112 |
|
|
2019
Q2 | $432K | Buy |
8,881
+434
| +5% | +$21.1K | 0.19% | 97 |
|
|
2019
Q1 | $485K | Buy |
8,447
+4,582
| +119% | +$263K | 0.25% | 66 |
|
|
2018
Q4 | $191K | Buy |
3,865
+129
| +3% | +$6.38K | 0.13% | 131 |
|
|
2018
Q3 | $225K | Buy |
3,736
+3,410
| +1,046% | +$205K | 0.13% | 106 |
|
|
2018
Q2 | $19K | Sell |
326
-6,966
| -96% | -$406K | 0.02% | 300 |
|
|
2018
Q1 | $441K | Buy |
7,292
+190
| +3% | +$11.5K | 0.33% | 66 |
|
|
2017
Q4 | $500K | Sell |
7,102
-138
| -2% | -$9.72K | 0.37% | 61 |
|
|
2017
Q3 | $460K | Sell |
7,240
-544
| -7% | -$34.6K | 0.41% | 52 |
|
|
2017
Q2 | $574K | Buy |
7,784
+231
| +3% | +$17K | 0.6% | 28 |
|
|
2017
Q1 | $543K | Buy |
7,553
+590
| +8% | +$42.4K | 0.57% | 29 |
|
|
2016
Q4 | $487K | Buy |
+6,963
| New | +$487K | 0.67% | 27 |
|