SevenBridge Financial Group’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
$261K Sell
3,950
-1,807
-31% -$119K 0.05% 186
2025
Q1
$328K Sell
5,757
-590
-9% -$33.6K 0.06% 178
2024
Q4
$342K Hold
6,347
0.06% 175
2024
Q3
$342K Hold
6,347
0.07% 174
2024
Q2
$314K Buy
+6,347
New +$314K 0.07% 164
2023
Q3
Sell
-4,447
Closed -$201K 189
2023
Q2
$201K Sell
4,447
-516
-10% -$23.4K 0.05% 171
2023
Q1
$221K Buy
4,963
+5
+0.1% +$223 0.06% 172
2022
Q4
$227K Buy
+4,958
New +$227K 0.07% 169
2022
Q2
Sell
-5,519
Closed -$288K 153
2022
Q1
$288K Sell
5,519
-1,823
-25% -$95.1K 0.1% 133
2021
Q4
$348K Sell
7,342
-1,130
-13% -$53.6K 0.11% 134
2021
Q3
$386K Sell
8,472
-695
-8% -$31.7K 0.13% 119
2021
Q2
$437K Buy
9,167
+4,872
+113% +$232K 0.14% 115
2021
Q1
$220K Buy
+4,295
New +$220K 0.08% 147
2020
Q3
Sell
-6,652
Closed -$261K 138
2020
Q2
$261K Sell
6,652
-540
-8% -$21.2K 0.13% 113
2020
Q1
$278K Buy
7,192
+2,078
+41% +$80.3K 0.16% 102
2019
Q4
$255K Sell
5,114
-450
-8% -$22.4K 0.07% 127
2019
Q3
$228K Sell
5,564
-525
-9% -$21.5K 0.12% 127
2019
Q2
$288K Buy
6,089
+1,665
+38% +$78.8K 0.1% 108
2019
Q1
$254K Hold
4,424
0.1% 108
2018
Q4
$219K Sell
4,424
-625
-12% -$30.9K 0.13% 112
2018
Q3
$305K Sell
5,049
-333
-6% -$20.1K 0.16% 101
2018
Q2
$306K Buy
5,382
+243
+5% +$13.8K 0.17% 101
2018
Q1
$320K Hold
5,139
0.18% 101
2017
Q4
$367K Hold
5,139
0.2% 98
2017
Q3
$326K Sell
5,139
-3,169
-38% -$201K 0.19% 108
2017
Q2
$624K Buy
8,308
+1,807
+28% +$136K 0.38% 77
2017
Q1
$466K Buy
6,501
+200
+3% +$14.3K 0.31% 83
2016
Q4
$395K Hold
6,301
0.29% 82
2016
Q3
$395K Sell
6,301
-67
-1% -$4.2K 0.29% 82
2016
Q2
$439K Buy
+6,368
New +$439K 0.31% 81