Resonant Capital 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 | $598K | Buy |
10,025
+2,027
| +25% | +$121K | 0.04% | 216 |
|
|
2025
Q1 | $488K | Buy |
7,998
+1,436
| +22% | +$87.7K | 0.03% | 215 |
|
|
2024
Q4 | $350K | Sell |
6,562
-94
| -1% | -$5.02K | 0.03% | 247 |
|
|
2024
Q3 | $347K | Buy |
6,656
+543
| +9% | +$28.3K | 0.03% | 257 |
|
|
2024
Q2 | $284K | Buy |
6,113
+487
| +9% | +$22.6K | 0.02% | 279 |
|
|
2024
Q1 | $251K | Buy |
+5,626
| New | +$251K | 0.02% | 298 |
|
|
2023
Q4 | – | Sell |
-4,738
| Closed | -$204K | – | 290 |
|
|
2023
Q3 | $204K | Buy |
4,738
+254
| +6% | +$10.9K | 0.02% | 258 |
|
|
2023
Q2 | $207K | Buy |
+4,484
| New | +$207K | 0.02% | 259 |
|
|
2023
Q1 | – | Sell |
-5,010
| Closed | -$234K | – | 259 |
|
|
2022
Q4 | $234K | Buy |
5,010
+153
| +3% | +$7.14K | 0.03% | 236 |
|
|
2022
Q3 | $201K | Buy |
+4,857
| New | +$201K | 0.03% | 219 |
|