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
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: Q3 2025 in Review

Proficio Capital Partners sold out of Altria Group (MO) in Q3 2025, closing a stake of 8,208 shares — an estimated $481K sold.

Proficio Capital Partners first reported a position in MO in Q4 2015 and held it in 33 quarters. The position peaked at $481K in Q2 2025. 2,350 funds tracked by Wall St. Rank hold MO as of Q3 2025.

  • Proficio Capital Partners reported no remaining Altria Group position as of Q3 2025 after selling out during the quarter.
  • Proficio Capital Partners sold 8,208 Altria Group shares in Q3 2025, an estimated $481K.
  • Proficio Capital Partners first reported a position in Altria Group in Q4 2015 and held it in 33 quarters.
  • Proficio Capital Partners's Altria Group position peaked at $481K in Q2 2025.
  • 2,350 funds tracked by Wall St. Rank held Altria Group as of Q3 2025.

Based on Proficio Capital Partners's 13F filing for Q3 2025, filed 12 Nov 2025.