Proficio Capital Partners’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $773K | Buy |
+10,740
| New | +$750K | 0.03% | 239 |
|
|
2025
Q3 | – | Sell |
-8,208
| Closed | -$481K | – | 346 |
|
|
2025
Q2 | $481K | Buy |
8,208
+1,929
| +31% | +$113K | 0.03% | 255 |
|
|
2025
Q1 | $377K | Buy |
6,279
+609
| +11% | +$33.3K | 0.03% | 256 |
|
|
2024
Q4 | $296K | Buy |
5,670
+1,385
| +32% | +$73.8K | 0.02% | 264 |
|
|
2024
Q3 | $219K | Sell |
4,285
-854
| -17% | -$43.2K | 0.02% | 263 |
|
|
2024
Q2 | $234K | Buy |
5,139
+487
| +10% | +$21.6K | 0.02% | 291 |
|
|
2024
Q1 | $203K | Sell |
4,652
-429
| -8% | -$17.8K | 0.02% | 320 |
|
|
2023
Q4 | $205K | Sell |
5,081
-365
| -7% | -$15.1K | 0.03% | 293 |
|
|
2023
Q3 | $229K | Sell |
5,446
-3
| -0.1% | -$133 | 0.03% | 264 |
|
|
2023
Q2 | $247K | Sell |
5,449
-353
| -6% | -$16K | 0.03% | 247 |
|
|
2023
Q1 | $259K | Sell |
5,802
-1,133
| -16% | -$52.1K | 0.04% | 234 |
|
|
2022
Q4 | $317K | Buy |
6,935
+1,228
| +22% | +$55.6K | 0.06% | 190 |
|
|
2022
Q3 | $229K | Sell |
5,707
-849
| -13% | -$37K | 0.04% | 222 |
|
|
2022
Q2 | $274K | Buy |
6,556
+33
| +0.5% | +$1.71K | 0.05% | 208 |
|
|
2022
Q1 | $341K | Buy |
6,523
+407
| +7% | +$20.7K | 0.05% | 187 |
|
|
2021
Q4 | $290K | Sell |
6,116
-30
| -0.5% | -$1.38K | 0.04% | 221 |
|
|
2021
Q3 | $280K | Sell |
6,146
-154
| -2% | -$7.44K | 0.04% | 226 |
|
|
2021
Q2 | $300K | Sell |
6,300
-81
| -1% | -$3.98K | 0.04% | 209 |
|
|
2021
Q1 | $326K | Buy |
+6,381
| New | +$286K | 0.04% | 186 |
|
|
2019
Q3 | – | Sell |
-1,093
| Closed | -$52K | – | 982 |
|
|
2019
Q2 | $52K | Sell |
1,093
-412
| -27% | -$21.6K | 0.02% | 362 |
|
|
2019
Q1 | $86K | Sell |
1,505
-786
| -34% | -$40.2K | 0.03% | 224 |
|
|
2018
Q4 | $113K | Buy |
2,291
+629
| +38% | +$36.4K | 0.05% | 158 |
|
|
2018
Q3 | $100K | Buy |
1,662
+120
| +8% | +$7.12K | 0.03% | 203 |
|
|
2018
Q2 | $88K | Buy |
1,542
+749
| +94% | +$43.2K | 0.04% | 224 |
|
|
2018
Q1 | $49K | Sell |
793
-1,284
| -62% | -$85K | 0.01% | 350 |
|
|
2017
Q4 | $148K | Buy |
2,077
+1,156
| +126% | +$77.5K | 0.05% | 158 |
|
|
2017
Q3 | $58K | Sell |
921
-391
| -30% | -$26.1K | 0.02% | 352 |
|
|
2017
Q2 | $86K | Sell |
1,312
-352
| -21% | -$25.8K | 0.04% | 277 |
|
|
2017
Q1 | $121K | Buy |
1,664
+821
| +97% | +$59.4K | 0.05% | 219 |
|
|
2016
Q4 | $57K | Buy |
843
+173
| +26% | +$11.1K | 0.02% | 243 |
|
|
2016
Q3 | $42K | Buy |
670
+55
| +9% | +$3.65K | 0.02% | 296 |
|
|
2016
Q2 | $41K | Buy |
615
+328
| +114% | +$21K | 0.03% | 299 |
|
|
2016
Q1 | $18K | Buy |
287
+2
| +0.7% | +$121 | 0.02% | 340 |
|
|
2015
Q4 | $17K | Buy |
+285
| New | +$16.5K | 0.02% | 210 |
|
Other funds holding MO
Proficio Capital Partners's MO Position: Q2 2026 in Review
Proficio Capital Partners opened a new position in Altria Group (MO) in Q2 2026: 10,740 shares worth $773K. The stake represents 0.03% of the portfolio and ranks #239 among its holdings. This is a return to the name: Proficio Capital Partners previously reported a position in MO as recently as Q2 2025.
Proficio Capital Partners first reported a position in MO in Q4 2015 and has held it in 34 quarters since. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.
- Proficio Capital Partners held 10,740 shares of Altria Group worth $773K as of Q2 2026.
- Altria Group was a new Proficio Capital Partners position in Q2 2026.
- Altria Group made up 0.03% of Proficio Capital Partners's portfolio in Q2 2026, its #239 holding.
- Proficio Capital Partners first reported a position in Altria Group in Q4 2015 and has held it in 34 quarters since.
- 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.
Based on Proficio Capital Partners's 13F filing for Q2 2026, filed 17 Aug 2026.