Sequoia Financial Advisors’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 | $5.03M | Buy |
85,850
+11,430
| +15% | +$670K | 0.03% | 278 |
|
|
2025
Q1 | $4.47M | Sell |
74,420
-1,300
| -2% | -$78K | 0.03% | 284 |
|
|
2024
Q4 | $3.96M | Buy |
75,720
+33,457
| +79% | +$1.75M | 0.04% | 283 |
|
|
2024
Q3 | $2.16M | Buy |
42,263
+4,032
| +11% | +$206K | 0.02% | 362 |
|
|
2024
Q2 | $1.74M | Buy |
38,231
+6,068
| +19% | +$276K | 0.02% | 360 |
|
|
2024
Q1 | $1.4M | Sell |
32,163
-1,431
| -4% | -$62.4K | 0.02% | 396 |
|
|
2023
Q4 | $1.36M | Buy |
33,594
+9,552
| +40% | +$385K | 0.02% | 444 |
|
|
2023
Q3 | $1.01M | Sell |
24,042
-1,061
| -4% | -$44.6K | 0.02% | 333 |
|
|
2023
Q2 | $1.14M | Buy |
25,103
+1,082
| +5% | +$49K | 0.02% | 326 |
|
|
2023
Q1 | $1.07M | Sell |
24,021
-9
| -0% | -$402 | 0.02% | 301 |
|
|
2022
Q4 | $1.1M | Buy |
24,030
+8,845
| +58% | +$404K | 0.03% | 269 |
|
|
2022
Q3 | $613K | Buy |
15,185
+350
| +2% | +$14.1K | 0.02% | 264 |
|
|
2022
Q2 | $620K | Sell |
14,835
-3,812
| -20% | -$159K | 0.02% | 293 |
|
|
2022
Q1 | $974K | Buy |
18,647
+929
| +5% | +$48.5K | 0.02% | 260 |
|
|
2021
Q4 | $840K | Buy |
+17,718
| New | +$840K | 0.02% | 251 |
|
|
2021
Q3 | – | Sell |
-16,176
| Closed | -$771K | – | 380 |
|
|
2021
Q2 | $771K | Buy |
16,176
+4,494
| +38% | +$214K | 0.03% | 230 |
|
|
2021
Q1 | $598K | Buy |
11,682
+1,086
| +10% | +$55.6K | 0.03% | 235 |
|
|
2020
Q4 | $434K | Sell |
10,596
-684
| -6% | -$28K | 0.02% | 268 |
|
|
2020
Q3 | $436K | Buy |
11,280
+365
| +3% | +$14.1K | 0.02% | 243 |
|
|
2020
Q2 | $428K | Sell |
10,915
-5,287
| -33% | -$207K | 0.03% | 237 |
|
|
2020
Q1 | $627K | Buy |
16,202
+747
| +5% | +$28.9K | 0.05% | 164 |
|
|
2019
Q4 | $771K | Sell |
15,455
-2,513
| -14% | -$125K | 0.05% | 166 |
|
|
2019
Q3 | $735K | Sell |
17,968
-1,467
| -8% | -$60K | 0.05% | 153 |
|
|
2019
Q2 | $920K | Sell |
19,435
-1,772
| -8% | -$83.9K | 0.07% | 132 |
|
|
2019
Q1 | $1.22M | Buy |
21,207
+13,863
| +189% | +$796K | 0.1% | 109 |
|
|
2018
Q4 | $363K | Sell |
7,344
-953
| -11% | -$47.1K | 0.04% | 178 |
|
|
2018
Q3 | $500K | Buy |
8,297
+10
| +0.1% | +$603 | 0.05% | 160 |
|
|
2018
Q2 | $471K | Sell |
8,287
-166
| -2% | -$9.44K | 0.05% | 165 |
|
|
2018
Q1 | $527K | Sell |
8,453
-294
| -3% | -$18.3K | 0.06% | 159 |
|
|
2017
Q4 | $625K | Buy |
8,747
+1,182
| +16% | +$84.5K | 0.07% | 143 |
|
|
2017
Q3 | $480K | Sell |
7,565
-490
| -6% | -$31.1K | 0.06% | 153 |
|
|
2017
Q2 | $600K | Buy |
8,055
+1,396
| +21% | +$104K | 0.07% | 134 |
|
|
2017
Q1 | $476K | Buy |
6,659
+1,791
| +37% | +$128K | 0.06% | 146 |
|
|
2016
Q4 | $329K | Sell |
4,868
-49
| -1% | -$3.31K | 0.05% | 181 |
|
|
2016
Q3 | $311K | Sell |
4,917
-265
| -5% | -$16.8K | 0.06% | 167 |
|
|
2016
Q2 | $357K | Buy |
5,182
+1,403
| +37% | +$96.7K | 0.1% | 150 |
|
|
2016
Q1 | $237K | Buy |
3,779
+19
| +0.5% | +$1.19K | 0.08% | 164 |
|
|
2015
Q4 | $219K | Buy |
+3,760
| New | +$219K | 0.09% | 160 |
|