Sage Capital Advisors’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
Q2 | $594K | Buy |
8,263
+43
| +0.5% | +$3K | 0.12% | 96 |
|
|
2026
Q1 | $542K | Sell |
8,220
-690
| -8% | -$44.4K | 0.13% | 92 |
|
|
2025
Q4 | $514K | Sell |
8,910
-5,458
| -38% | -$330K | 0.12% | 90 |
|
|
2025
Q3 | $949K | Sell |
14,368
-716
| -5% | -$45.4K | 0.23% | 73 |
|
|
2025
Q2 | $884K | Sell |
15,084
-102,881
| -87% | -$6.04M | 0.22% | 76 |
|
|
2025
Q1 | $7.08M | Buy |
117,965
+1,798
| +2% | +$98.2K | 1.86% | 18 |
|
|
2024
Q4 | $6.07M | Buy |
116,167
+1,989
| +2% | +$106K | 1.58% | 16 |
|
|
2024
Q3 | $5.83M | Buy |
114,178
+1,485
| +1% | +$75.1K | 1.52% | 23 |
|
|
2024
Q2 | $5.13M | Buy |
112,693
+1,097
| +1% | +$48.7K | 1.47% | 21 |
|
|
2024
Q1 | $4.87M | Sell |
111,596
-2,063
| -2% | -$85.5K | 1.41% | 24 |
|
|
2023
Q4 | $4.59M | Sell |
113,659
-352
| -0.3% | -$14.6K | 1.48% | 24 |
|
|
2023
Q3 | $4.79M | Buy |
114,011
+742
| +0.7% | +$32.8K | 1.76% | 18 |
|
|
2023
Q2 | $5.13M | Buy |
113,269
+1,299
| +1% | +$58.8K | 1.8% | 16 |
|
|
2023
Q1 | $5M | Buy |
111,970
+9,770
| +10% | +$449K | 1.9% | 17 |
|
|
2022
Q4 | $4.67M | Buy |
102,200
+796
| +0.8% | +$36.1K | 2.06% | 13 |
|
|
2022
Q3 | $4.09M | Sell |
101,404
-5,316
| -5% | -$232K | 2.09% | 13 |
|
|
2022
Q2 | $4.46M | Buy |
106,720
+641
| +0.6% | +$33.2K | 2.13% | 16 |
|
|
2022
Q1 | $5.74M | Buy |
106,079
+2,160
| +2% | +$110K | 2.33% | 11 |
|
|
2021
Q4 | $5.21M | Buy |
103,919
+11,466
| +12% | +$525K | 1.98% | 19 |
|
|
2021
Q3 | $4.21M | Buy |
92,453
+831
| +0.9% | +$40.1K | 1.79% | 22 |
|
|
2021
Q2 | $4.34M | Buy |
91,622
+9,216
| +11% | +$453K | 1.77% | 20 |
|
|
2021
Q1 | $4.22M | Buy |
82,406
+19,287
| +31% | +$864K | 1.89% | 17 |
|
|
2020
Q4 | $2.68M | Sell |
63,119
-200
| -0.3% | -$8.03K | 1.32% | 27 |
|
|
2020
Q3 | $2.45M | Sell |
63,319
-1,779
| -3% | -$74K | 1.49% | 27 |
|
|
2020
Q2 | $2.56M | Buy |
65,098
+16,380
| +34% | +$639K | 1.64% | 18 |
|
|
2020
Q1 | $1.88M | Buy |
48,718
+4,185
| +9% | +$186K | 1.54% | 20 |
|
|
2019
Q4 | $2.22M | Buy |
44,533
+859
| +2% | +$40.5K | 1.41% | 24 |
|
|
2019
Q3 | $1.79M | Sell |
43,674
-1,448
| -3% | -$66.6K | 1.35% | 23 |
|
|
2019
Q2 | $2.28M | Sell |
45,122
-10,723
| -19% | -$562K | 1.58% | 21 |
|
|
2019
Q1 | $3.21M | Buy |
55,845
+424
| +0.8% | +$21.7K | 2.06% | 17 |
|
|
2018
Q4 | $2.74M | Sell |
55,421
-1,486
| -3% | -$86.1K | 2.07% | 18 |
|
|
2018
Q3 | $3.43M | Buy |
56,907
+148
| +0.3% | +$8.79K | 2.15% | 16 |
|
|
2018
Q2 | $3.22M | Hold |
56,759
| – | – | 2.25% | 15 |
|
|
2018
Q1 | $3.54M | Buy |
56,759
+238
| +0.4% | +$15.8K | 2.5% | 11 |
|
|
2017
Q4 | $4.04M | Buy |
+56,521
| New | +$3.79M | 2.62% | 9 |
|
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