Sequoia Financial Advisors’s British American Tobacco BTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Buy |
26,028
+5,766
| +28% | +$273K | 0.01% | 615 |
|
|
2025
Q1 | $838K | Buy |
20,262
+6,744
| +50% | +$279K | 0.01% | 680 |
|
|
2024
Q4 | $491K | Buy |
13,518
+2,059
| +18% | +$74.8K | ﹤0.01% | 808 |
|
|
2024
Q3 | $419K | Buy |
11,459
+514
| +5% | +$18.8K | ﹤0.01% | 819 |
|
|
2024
Q2 | $339K | Buy |
10,945
+177
| +2% | +$5.48K | ﹤0.01% | 836 |
|
|
2024
Q1 | $328K | Buy |
+10,768
| New | +$328K | ﹤0.01% | 822 |
|
|
2023
Q4 | – | Sell |
-15,889
| Closed | -$499K | – | 1199 |
|
|
2023
Q3 | $499K | Buy |
15,889
+3,316
| +26% | +$104K | 0.01% | 525 |
|
|
2023
Q2 | $417K | Buy |
12,573
+827
| +7% | +$27.5K | 0.01% | 584 |
|
|
2023
Q1 | $413K | Buy |
11,746
+1,809
| +18% | +$63.5K | 0.01% | 526 |
|
|
2022
Q4 | $397K | Buy |
9,937
+1,568
| +19% | +$62.7K | 0.01% | 496 |
|
|
2022
Q3 | $297K | Sell |
8,369
-321
| -4% | -$11.4K | 0.01% | 389 |
|
|
2022
Q2 | $373K | Buy |
8,690
+1,024
| +13% | +$44K | 0.01% | 388 |
|
|
2022
Q1 | $323K | Buy |
+7,666
| New | +$323K | 0.01% | 478 |
|
|
2020
Q2 | – | Sell |
-9,682
| Closed | -$331K | – | 370 |
|
|
2020
Q1 | $331K | Buy |
+9,682
| New | +$331K | 0.02% | 251 |
|
|
2019
Q3 | – | Sell |
-14,446
| Closed | -$504K | – | 361 |
|
|
2019
Q2 | $504K | Sell |
14,446
-681
| -5% | -$23.8K | 0.04% | 187 |
|
|
2019
Q1 | $631K | Buy |
+15,127
| New | +$631K | 0.05% | 160 |
|