SAG
SageView Advisory Group’s Altria Group MO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.94M | Buy |
33,086
+692
| +2% | +$40.6K | 0.07% | 140 |
|
|
2025
Q1 | $1.94M | Sell |
32,394
-611
| -2% | -$36.7K | 0.08% | 129 |
|
|
2024
Q4 | $1.73M | Buy |
33,005
+230
| +0.7% | +$12K | 0.07% | 139 |
|
|
2024
Q3 | $1.67M | Sell |
32,775
-1,531
| -4% | -$78.1K | 0.08% | 131 |
|
|
2024
Q2 | $1.56M | Sell |
34,306
-1,925
| -5% | -$87.7K | 0.07% | 159 |
|
|
2024
Q1 | $1.58M | Sell |
36,231
-3,039
| -8% | -$133K | 0.08% | 139 |
|
|
2023
Q4 | $1.59M | Buy |
39,270
+12,294
| +46% | +$497K | 0.07% | 182 |
|
|
2023
Q3 | $1.13M | Sell |
26,976
-2,393
| -8% | -$101K | 0.07% | 189 |
|
|
2023
Q2 | $1.33M | Buy |
29,369
+2,006
| +7% | +$90.9K | 0.07% | 181 |
|
|
2023
Q1 | $1.22M | Buy |
27,363
+10,736
| +65% | +$479K | 0.08% | 177 |
|
|
2022
Q4 | $760K | Buy |
+16,627
| New | +$760K | 0.06% | 186 |
|