Roble Belko & Company’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
Q1 | $99K | Buy |
1,500
+1,000
| +200% | +$64.3K | 0.01% | 167 |
|
|
2025
Q4 | $29K | Hold |
500
| – | – | ﹤0.01% | 243 |
|
|
2025
Q3 | $33K | Sell |
500
-290
| -37% | -$18.4K | ﹤0.01% | 198 |
|
|
2025
Q2 | $46K | Sell |
790
-1,241
| -61% | -$72.9K | 0.01% | 181 |
|
|
2025
Q1 | $122K | Sell |
2,031
-454
| -18% | -$24.8K | 0.02% | 124 |
|
|
2024
Q4 | $130K | Hold |
2,485
| – | – | 0.02% | 124 |
|
|
2024
Q3 | $127K | Hold |
2,485
| – | – | 0.02% | 120 |
|
|
2024
Q2 | $113K | Hold |
2,485
| – | – | 0.02% | 126 |
|
|
2024
Q1 | $108K | Hold |
2,485
| – | – | 0.02% | 134 |
|
|
2023
Q4 | $100K | Hold |
2,485
| – | – | 0.02% | 130 |
|
|
2023
Q3 | $104K | Hold |
2,485
| – | – | 0.02% | 119 |
|
|
2023
Q2 | $113K | Hold |
2,485
| – | – | 0.02% | 112 |
|
|
2023
Q1 | $111K | Sell |
2,485
-456
| -16% | -$21K | 0.02% | 118 |
|
|
2022
Q4 | $134K | Sell |
2,941
-290
| -9% | -$13.1K | 0.03% | 112 |
|
|
2022
Q3 | $130K | Hold |
3,231
| – | – | 0.03% | 111 |
|
|
2022
Q2 | $135K | Sell |
3,231
-303
| -9% | -$15.7K | 0.03% | 115 |
|
|
2022
Q1 | $185K | Sell |
3,534
-481
| -12% | -$24.5K | 0.04% | 107 |
|
|
2021
Q4 | $190K | Buy |
4,015
+297
| +8% | +$13.6K | 0.04% | 106 |
|
|
2021
Q3 | $169K | Sell |
3,718
-11
| -0.3% | -$531 | 0.03% | 103 |
|
|
2021
Q2 | $178K | Buy |
3,729
+50
| +1% | +$2.46K | 0.04% | 107 |
|
|
2021
Q1 | $188K | Hold |
3,679
| – | – | 0.05% | 97 |
|
|
2020
Q4 | $151K | Sell |
3,679
-50
| -1% | -$2.01K | 0.04% | 97 |
|
|
2020
Q3 | $144K | Hold |
3,729
| – | – | 0.04% | 91 |
|
|
2020
Q2 | $146K | Hold |
3,729
| – | – | 0.04% | 96 |
|
|
2020
Q1 | $144K | Hold |
3,729
| – | – | 0.05% | 98 |
|
|
2019
Q4 | $186K | Hold |
3,729
| – | – | 0.05% | 103 |
|
|
2019
Q3 | $153K | Hold |
3,729
| – | – | 0.04% | 103 |
|
|
2019
Q2 | $177K | Sell |
3,729
-313
| -8% | -$16.4K | 0.05% | 94 |
|
|
2019
Q1 | $232K | Buy |
4,042
+825
| +26% | +$42.2K | 0.08% | 73 |
|
|
2018
Q4 | $159K | Sell |
3,217
-2
| -0.1% | -$116 | 0.06% | 80 |
|
|
2018
Q3 | $194K | Sell |
3,219
-525
| -14% | -$31.2K | 0.07% | 62 |
|
|
2018
Q2 | $213K | Hold |
3,744
| – | – | 0.08% | 62 |
|
|
2018
Q1 | $233K | Hold |
3,744
| – | – | 0.09% | 58 |
|
|
2017
Q4 | $267K | Sell |
3,744
-239
| -6% | -$16K | 0.11% | 49 |
|
|
2017
Q3 | $253K | Buy |
3,983
+200
| +5% | +$13.3K | 0.11% | 46 |
|
|
2017
Q2 | $282K | Sell |
3,783
-283
| -7% | -$20.7K | 0.14% | 44 |
|
|
2017
Q1 | $290K | Sell |
4,066
-365
| -8% | -$26.4K | 0.14% | 45 |
|
|
2016
Q4 | $300K | Sell |
4,431
-163
| -4% | -$10.5K | 0.16% | 46 |
|
|
2016
Q3 | $290K | Hold |
4,594
| – | – | 0.16% | 44 |
|
|
2016
Q2 | $317K | Sell |
4,594
-564
| -11% | -$36.1K | 0.18% | 43 |
|
|
2016
Q1 | $323K | Hold |
5,158
| – | – | 0.18% | 41 |
|
|
2015
Q4 | $300K | Sell |
5,158
-350
| -6% | -$20.3K | 0.18% | 44 |
|
|
2015
Q3 | $300K | Hold |
5,508
| – | – | 0.18% | 47 |
|
|
2015
Q2 | $269K | Buy |
5,508
+35
| +0.6% | +$1.77K | 0.16% | 48 |
|
|
2015
Q1 | $274K | Buy |
+5,473
| New | +$291K | 0.16% | 45 |
|
Other funds holding MO
VCM
VPM
