SFMG Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-77,223
| Closed | -$2.43M | – | 273 |
|
|
2023
Q3 | $2.43M | Buy |
77,223
+4,708
| +6% | +$148K | 0.25% | 54 |
|
|
2023
Q2 | $2.41M | Buy |
72,515
+2,936
| +4% | +$97.5K | 0.25% | 57 |
|
|
2023
Q1 | $2.44M | Buy |
69,579
+2,351
| +3% | +$82.6K | 0.26% | 53 |
|
|
2022
Q4 | $2.69M | Buy |
67,228
+2,714
| +4% | +$109K | 0.3% | 50 |
|
|
2022
Q3 | $2.36M | Buy |
64,514
+346
| +0.5% | +$12.7K | 0.28% | 53 |
|
|
2022
Q2 | $2.75M | Buy |
64,168
+3,350
| +6% | +$144K | 0.32% | 46 |
|
|
2022
Q1 | $2.56M | Buy |
60,818
+8,748
| +17% | +$369K | 0.25% | 53 |
|
|
2021
Q4 | $1.95M | Buy |
52,070
+15,472
| +42% | +$579K | 0.19% | 69 |
|
|
2021
Q3 | $1.29M | Buy |
36,598
+12,661
| +53% | +$447K | 0.14% | 79 |
|
|
2021
Q2 | $941K | Buy |
23,937
+2,434
| +11% | +$95.7K | 0.1% | 94 |
|
|
2021
Q1 | $833K | Buy |
21,503
+2,089
| +11% | +$80.9K | 0.1% | 102 |
|
|
2020
Q4 | $728K | Buy |
19,414
+1,895
| +11% | +$71.1K | 0.09% | 103 |
|
|
2020
Q3 | $633K | Buy |
17,519
+646
| +4% | +$23.3K | 0.09% | 91 |
|
|
2020
Q2 | $655K | Buy |
16,873
+4,020
| +31% | +$156K | 0.09% | 77 |
|
|
2020
Q1 | $439K | Buy |
+12,853
| New | +$439K | 0.07% | 79 |
|