Principal Securities’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 | $1.88M | Buy |
39,624
+12,894
| +48% | +$610K | 0.04% | 434 |
|
2025
Q1 | $971K | Hold |
26,730
| – | – | 0.02% | 564 |
|
2024
Q4 | $971K | Buy |
26,730
+17,669
| +195% | +$642K | 0.02% | 562 |
|
2024
Q3 | $331K | Buy |
9,061
+499
| +6% | +$18.3K | 0.01% | 895 |
|
2024
Q2 | $265K | Sell |
8,562
-137
| -2% | -$4.24K | 0.01% | 936 |
|
2024
Q1 | $265K | Buy |
8,699
+2,672
| +44% | +$81.5K | 0.01% | 905 |
|
2023
Q4 | $177K | Buy |
+6,027
| New | +$177K | 0.01% | 974 |
|