Regal Investment Advisors’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 | $8.95M | Buy |
152,687
+8,163
| +6% | +$479K | 0.67% | 33 |
|
|
2025
Q1 | $8.67M | Sell |
144,524
-32,191
| -18% | -$1.93M | 0.7% | 28 |
|
|
2024
Q4 | $9.24M | Buy |
176,715
+4,917
| +3% | +$257K | 0.69% | 31 |
|
|
2024
Q3 | $8.77M | Sell |
171,798
-80,135
| -32% | -$4.09M | 0.61% | 36 |
|
|
2024
Q2 | $11.5M | Buy |
251,933
+10,079
| +4% | +$459K | 0.75% | 28 |
|
|
2024
Q1 | $10.5M | Buy |
241,854
+4,110
| +2% | +$179K | 0.72% | 29 |
|
|
2023
Q4 | $9.59M | Buy |
237,744
+23,716
| +11% | +$957K | 0.73% | 30 |
|
|
2023
Q3 | $9M | Buy |
214,028
+13,111
| +7% | +$551K | 0.76% | 27 |
|
|
2023
Q2 | $9.1M | Buy |
200,917
+4,472
| +2% | +$203K | 0.76% | 30 |
|
|
2023
Q1 | $8.77M | Buy |
196,445
+28,392
| +17% | +$1.27M | 0.77% | 27 |
|
|
2022
Q4 | $7.68M | Buy |
168,053
+2,528
| +2% | +$116K | 0.74% | 33 |
|
|
2022
Q3 | $6.68M | Buy |
165,525
+54,499
| +49% | +$2.2M | 0.71% | 31 |
|
|
2022
Q2 | $4.64M | Buy |
111,026
+10,446
| +10% | +$436K | 0.48% | 58 |
|
|
2022
Q1 | $5.26M | Buy |
100,580
+16,341
| +19% | +$854K | 0.48% | 55 |
|
|
2021
Q4 | $3.99M | Buy |
84,239
+6,869
| +9% | +$326K | 0.35% | 73 |
|
|
2021
Q3 | $3.52M | Buy |
77,370
+14,060
| +22% | +$640K | 0.34% | 78 |
|
|
2021
Q2 | $3.02M | Buy |
+63,310
| New | +$3.02M | 0.3% | 82 |
|
|
2021
Q1 | – | Sell |
-68,936
| Closed | -$2.83M | – | 274 |
|
|
2020
Q4 | $2.83M | Buy |
+68,936
| New | +$2.83M | 0.32% | 80 |
|
|
2020
Q1 | – | Sell |
-52,611
| Closed | -$2.63M | – | 199 |
|
|
2019
Q4 | $2.63M | Buy |
52,611
+1,180
| +2% | +$58.9K | 0.47% | 59 |
|
|
2019
Q3 | $2.1M | Buy |
51,431
+248
| +0.5% | +$10.1K | 0.41% | 81 |
|
|
2019
Q2 | $2.42M | Sell |
51,183
-680
| -1% | -$32.2K | 0.47% | 59 |
|
|
2019
Q1 | $2.98M | Sell |
51,863
-8,560
| -14% | -$492K | 0.61% | 46 |
|
|
2018
Q4 | $2.98M | Buy |
60,423
+554
| +0.9% | +$27.4K | 0.65% | 42 |
|
|
2018
Q3 | $3.61M | Buy |
59,869
+13,127
| +28% | +$792K | 0.76% | 31 |
|
|
2018
Q2 | $2.65M | Sell |
46,742
-19,333
| -29% | -$1.1M | 0.81% | 34 |
|
|
2018
Q1 | $4.12M | Buy |
66,075
+400
| +0.6% | +$24.9K | 0.91% | 28 |
|
|
2017
Q4 | $4.69M | Buy |
65,675
+1,595
| +2% | +$114K | 1.05% | 24 |
|
|
2017
Q3 | $4.06M | Buy |
64,080
+3,071
| +5% | +$195K | 0.95% | 26 |
|
|
2017
Q2 | $4.54M | Sell |
61,009
-1,595
| -3% | -$119K | 1.13% | 20 |
|
|
2017
Q1 | $4.47M | Sell |
62,604
-1,005
| -2% | -$71.8K | 1.17% | 18 |
|
|
2016
Q4 | $4.3M | Sell |
63,609
-614
| -1% | -$41.5K | 1.19% | 13 |
|
|
2016
Q3 | $4.06M | Buy |
64,223
+1,905
| +3% | +$120K | 1.15% | 16 |
|
|
2016
Q2 | $4.3M | Buy |
62,318
+50
| +0.1% | +$3.45K | 1.18% | 14 |
|
|
2016
Q1 | $3.9M | Sell |
62,268
-122
| -0.2% | -$7.65K | 1.06% | 20 |
|
|
2015
Q4 | $3.63M | Buy |
62,390
+3,775
| +6% | +$220K | 0.94% | 29 |
|
|
2015
Q3 | $3.19M | Sell |
58,615
-351
| -0.6% | -$19.1K | 0.83% | 27 |
|
|
2015
Q2 | $2.88M | Sell |
58,966
-955
| -2% | -$46.7K | 0.78% | 40 |
|
|
2015
Q1 | $3M | Buy |
59,921
+6,331
| +12% | +$317K | 0.74% | 39 |
|
|
2014
Q4 | $2.64M | Buy |
53,590
+4,846
| +10% | +$239K | 0.71% | 44 |
|
|
2014
Q3 | $2.24M | Buy |
48,744
+590
| +1% | +$27.1K | 0.68% | 52 |
|
|
2014
Q2 | $2.02M | Buy |
48,154
+4,840
| +11% | +$203K | 0.72% | 52 |
|
|
2014
Q1 | $1.62M | Buy |
43,314
+7,139
| +20% | +$267K | 0.69% | 56 |
|
|
2013
Q4 | $1.39M | Sell |
36,175
-1,244
| -3% | -$47.8K | 0.8% | 46 |
|
|
2013
Q3 | $1.29M | Buy |
37,419
+8,482
| +29% | +$291K | 0.75% | 34 |
|
|
2013
Q2 | $1.02M | Buy |
+28,937
| New | +$1.02M | 0.56% | 56 |
|