Security National Bank’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 | $119K | Buy |
2,032
+75
| +4% | +$4.4K | 0.02% | 156 |
|
|
2025
Q1 | $117K | Hold |
1,957
| – | – | 0.02% | 154 |
|
|
2024
Q4 | $102K | Hold |
1,957
| – | – | 0.01% | 158 |
|
|
2024
Q3 | $99.9K | Hold |
1,957
| – | – | 0.01% | 151 |
|
|
2024
Q2 | $89.1K | Hold |
1,957
| – | – | 0.01% | 153 |
|
|
2024
Q1 | $85.4K | Sell |
1,957
-310
| -14% | -$13.5K | 0.01% | 156 |
|
|
2023
Q4 | $91.5K | Buy |
+2,267
| New | +$91.5K | 0.02% | 152 |
|
|
2018
Q4 | – | Sell |
-4,071
| Closed | -$246K | – | 67 |
|
|
2018
Q3 | $246K | Buy |
+4,071
| New | +$246K | 0.14% | 58 |
|