Safeguard Investment Advisory Group’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 | $458K | Buy |
7,820
+280
| +4% | +$16.4K | 0.11% | 80 |
|
|
2025
Q1 | $453K | Buy |
7,540
+88
| +1% | +$5.28K | 0.12% | 74 |
|
|
2024
Q4 | $390K | Sell |
7,452
-13
| -0.2% | -$680 | 0.11% | 71 |
|
|
2024
Q3 | $381K | Buy |
7,465
+515
| +7% | +$26.3K | 0.11% | 72 |
|
|
2024
Q2 | $317K | Buy |
+6,950
| New | +$317K | 0.1% | 71 |
|
|
2021
Q1 | – | Sell |
-404
| Closed | -$16K | – | 461 |
|
|
2020
Q4 | $16K | Buy |
+404
| New | +$16K | 0.01% | 336 |
|