SFMG Wealth 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 | $375K | Sell |
6,397
-2,133
| -25% | -$125K | 0.03% | 186 |
|
|
2025
Q1 | $512K | Buy |
8,530
+41
| +0.5% | +$2.46K | 0.04% | 145 |
|
|
2024
Q4 | $444K | Buy |
8,489
+33
| +0.4% | +$1.73K | 0.04% | 160 |
|
|
2024
Q3 | $432K | Buy |
8,456
+1
| +0% | +$51 | 0.04% | 159 |
|
|
2024
Q2 | $385K | Sell |
8,455
-179
| -2% | -$8.15K | 0.03% | 170 |
|
|
2024
Q1 | $377K | Buy |
8,634
+15
| +0.2% | +$654 | 0.03% | 175 |
|
|
2023
Q4 | $348K | Buy |
8,619
+4
| +0% | +$161 | 0.03% | 174 |
|
|
2023
Q3 | $362K | Buy |
8,615
+2,046
| +31% | +$86K | 0.04% | 163 |
|
|
2023
Q2 | $298K | Buy |
6,569
+1
| +0% | +$45 | 0.03% | 178 |
|
|
2023
Q1 | $293K | Buy |
6,568
+1
| +0% | +$45 | 0.03% | 181 |
|
|
2022
Q4 | $300K | Buy |
6,567
+4
| +0.1% | +$183 | 0.03% | 181 |
|
|
2022
Q3 | $294K | Buy |
6,563
+2
| +0% | +$90 | 0.03% | 173 |
|
|
2022
Q2 | $274K | Buy |
6,561
+1
| +0% | +$42 | 0.03% | 191 |
|
|
2022
Q1 | $343K | Sell |
6,560
-4,017
| -38% | -$210K | 0.03% | 187 |
|
|
2021
Q4 | $501K | Buy |
10,577
+490
| +5% | +$23.2K | 0.05% | 151 |
|
|
2021
Q3 | $459K | Sell |
10,087
-215
| -2% | -$9.78K | 0.05% | 152 |
|
|
2021
Q2 | $491K | Sell |
10,302
-3
| -0% | -$143 | 0.05% | 150 |
|
|
2021
Q1 | $527K | Sell |
10,305
-252
| -2% | -$12.9K | 0.06% | 136 |
|
|
2020
Q4 | $433K | Sell |
10,557
-279
| -3% | -$11.4K | 0.05% | 138 |
|
|
2020
Q3 | $419K | Buy |
10,836
+1,083
| +11% | +$41.9K | 0.06% | 119 |
|
|
2020
Q2 | $383K | Sell |
9,753
-1,850
| -16% | -$72.6K | 0.05% | 109 |
|
|
2020
Q1 | $449K | Sell |
11,603
-173
| -1% | -$6.7K | 0.07% | 78 |
|
|
2019
Q4 | $588K | Sell |
11,776
-408
| -3% | -$20.4K | 0.07% | 98 |
|
|
2019
Q3 | $498K | Sell |
12,184
-291
| -2% | -$11.9K | 0.07% | 92 |
|
|
2019
Q2 | $622K | Buy |
12,475
+2,223
| +22% | +$111K | 0.08% | 70 |
|
|
2019
Q1 | $589K | Buy |
10,252
+2,774
| +37% | +$159K | 0.09% | 67 |
|
|
2018
Q4 | $369K | Buy |
7,478
+12
| +0.2% | +$592 | 0.06% | 94 |
|
|
2018
Q3 | $475K | Sell |
7,466
-432
| -5% | -$27.5K | 0.07% | 71 |
|
|
2018
Q2 | $449K | Sell |
7,898
-2,775
| -26% | -$158K | 0.07% | 77 |
|
|
2018
Q1 | $665K | Sell |
10,673
-2,157
| -17% | -$134K | 0.11% | 57 |
|
|
2017
Q4 | $916K | Buy |
12,830
+685
| +6% | +$48.9K | 0.15% | 47 |
|
|
2017
Q3 | $770K | Hold |
12,145
| – | – | 0.15% | 49 |
|
|
2017
Q2 | $904K | Buy |
12,145
+174
| +1% | +$13K | 0.19% | 44 |
|
|
2017
Q1 | $855K | Buy |
11,971
+371
| +3% | +$26.5K | 0.17% | 46 |
|
|
2016
Q4 | $784K | Buy |
11,600
+2,545
| +28% | +$172K | 0.17% | 48 |
|
|
2016
Q3 | $573K | Hold |
9,055
| – | – | 0.13% | 61 |
|
|
2016
Q2 | $624K | Hold |
9,055
| – | – | 0.14% | 56 |
|
|
2016
Q1 | $567K | Hold |
9,055
| – | – | 0.12% | 58 |
|
|
2015
Q4 | $527K | Hold |
9,055
| – | – | 0.12% | 73 |
|
|
2015
Q3 | $493K | Hold |
9,055
| – | – | 0.12% | 75 |
|
|
2015
Q2 | $443K | Sell |
9,055
-9,968
| -52% | -$488K | 0.1% | 78 |
|
|
2015
Q1 | $952K | Buy |
19,023
+9,968
| +110% | +$499K | 0.08% | 79 |
|
|
2014
Q4 | $446K | Sell |
9,055
-114
| -1% | -$5.62K | 0.1% | 82 |
|
|
2014
Q3 | $421K | Hold |
9,169
| – | – | 0.13% | 47 |
|
|
2014
Q2 | $385K | Sell |
9,169
-493
| -5% | -$20.7K | 0.13% | 51 |
|
|
2014
Q1 | $362K | Sell |
9,662
-240
| -2% | -$8.99K | 0.12% | 50 |
|
|
2013
Q4 | $380K | Sell |
9,902
-393
| -4% | -$15.1K | 0.13% | 46 |
|
|
2013
Q3 | $354K | Hold |
10,295
| – | – | 0.14% | 46 |
|
|
2013
Q2 | $360K | Buy |
+10,295
| New | +$360K | 0.14% | 48 |
|