Sheaff Brock Investment Advisors’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $4.52M | Sell |
75,272
-8,625
| -10% | -$471K | 0.41% | 65 |
|
|
2024
Q4 | $4.39M | Buy |
83,897
+220
| +0.3% | +$11.7K | 0.38% | 64 |
|
|
2024
Q3 | $4.27M | Buy |
83,677
+776
| +0.9% | +$39.2K | 0.37% | 64 |
|
|
2024
Q2 | $3.78M | Sell |
82,901
-2,739
| -3% | -$122K | 0.35% | 65 |
|
|
2024
Q1 | $3.74M | Buy |
85,640
+667
| +0.8% | +$27.7K | 0.24% | 74 |
|
|
2023
Q4 | $3.43M | Buy |
84,973
+5,772
| +7% | +$239K | 0.27% | 72 |
|
|
2023
Q3 | $3.33M | Sell |
79,201
-296
| -0.4% | -$13.1K | 0.3% | 68 |
|
|
2023
Q2 | $3.6M | Buy |
79,497
+1,696
| +2% | +$76.8K | 0.3% | 69 |
|
|
2023
Q1 | $3.47M | Buy |
77,801
+451
| +0.6% | +$20.7K | 0.32% | 69 |
|
|
2022
Q4 | $3.54M | Buy |
77,350
+238
| +0.3% | +$10.8K | 0.35% | 63 |
|
|
2022
Q3 | $3.11M | Buy |
77,112
+109
| +0.1% | +$4.75K | 0.33% | 67 |
|
|
2022
Q2 | $3.22M | Buy |
77,003
+204
| +0.3% | +$10.6K | 0.27% | 66 |
|
|
2022
Q1 | $4.01M | Sell |
76,799
-71
| -0.1% | -$3.62K | 0.28% | 65 |
|
|
2021
Q4 | $3.64M | Buy |
76,870
+4,403
| +6% | +$202K | 0.24% | 70 |
|
|
2021
Q3 | $3.3M | Buy |
72,467
+1,048
| +1% | +$50.6K | 0.24% | 76 |
|
|
2021
Q2 | $3.41M | Buy |
71,419
+1,196
| +2% | +$58.8K | 0.25% | 74 |
|
|
2021
Q1 | $3.59M | Sell |
70,223
-738
| -1% | -$33.1K | 0.28% | 69 |
|
|
2020
Q4 | $2.91M | Sell |
70,961
-8,292
| -10% | -$333K | 0.24% | 72 |
|
|
2020
Q3 | $3.06M | Buy |
79,253
+1,322
| +2% | +$55K | 0.28% | 67 |
|
|
2020
Q2 | $3.06M | Buy |
77,931
+8,041
| +12% | +$314K | 0.3% | 66 |
|
|
2020
Q1 | $2.7M | Sell |
69,890
-242
| -0.3% | -$10.7K | 0.36% | 56 |
|
|
2019
Q4 | $3.5M | Sell |
70,132
-1,441
| -2% | -$68K | 0.34% | 60 |
|
|
2019
Q3 | $2.93M | Sell |
71,573
-12,353
| -15% | -$568K | 0.32% | 58 |
|
|
2019
Q2 | $3.97M | Sell |
83,926
-1,298
| -2% | -$68K | 0.43% | 47 |
|
|
2019
Q1 | $4.89M | Sell |
85,224
-2,063
| -2% | -$105K | 0.6% | 41 |
|
|
2018
Q4 | $4.31M | Sell |
87,287
-5,406
| -6% | -$313K | 0.68% | 38 |
|
|
2018
Q3 | $5.59M | Sell |
92,693
-614
| -0.7% | -$36.5K | 0.53% | 38 |
|
|
2018
Q2 | $5.3M | Sell |
93,307
-1,034
| -1% | -$59.6K | 0.52% | 40 |
|
|
2018
Q1 | $5.88M | Sell |
94,341
-2,283
| -2% | -$151K | 0.61% | 31 |
|
|
2017
Q4 | $6.9M | Sell |
96,624
-7,494
| -7% | -$502K | 0.89% | 27 |
|
|
2017
Q3 | $6.6M | Sell |
104,118
-5,565
| -5% | -$371K | 0.87% | 24 |
|
|
2017
Q2 | $8.17M | Sell |
109,683
-2,465
| -2% | -$180K | 1.08% | 15 |
|
|
2017
Q1 | $8.01M | Sell |
112,148
-10,179
| -8% | -$737K | 1.04% | 18 |
|
|
2016
Q4 | $8.27M | Sell |
122,327
-1,866
| -2% | -$120K | 1.05% | 14 |
|
|
2016
Q3 | $7.85M | Sell |
124,193
-6,488
| -5% | -$431K | 1.05% | 14 |
|
|
2016
Q2 | $9.01M | Sell |
130,681
-105
| -0.1% | -$6.72K | 1.14% | 12 |
|
|
2016
Q1 | $8.2M | Sell |
130,786
-3,604
| -3% | -$218K | 1.01% | 18 |
|
|
2015
Q4 | $7.82M | Buy |
+134,390
| New | +$7.79M | 0.89% | 20 |
|
Other funds holding MO
Sheaff Brock Investment Advisors's MO Position: Q1 2025 in Review
Sheaff Brock Investment Advisors reduced its Altria Group (MO) stake by 10% in Q1 2025, selling an estimated $471K and leaving 75,272 shares worth $4.52M. The position accounts for 0.41% of the portfolio, ranked #65.
Sheaff Brock Investment Advisors first reported a position in MO in Q4 2015 and has held it in 38 quarters since. The position peaked at $9.01M in Q2 2016. 2,245 funds tracked by Wall St. Rank hold MO as of Q1 2025.
- Sheaff Brock Investment Advisors held 75,272 shares of Altria Group worth $4.52M as of Q1 2025.
- Sheaff Brock Investment Advisors sold 8,625 Altria Group shares in Q1 2025, an estimated $471K.
- Altria Group made up 0.41% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #65 holding.
- Sheaff Brock Investment Advisors first reported a position in Altria Group in Q4 2015 and has held it in 38 quarters since.
- Sheaff Brock Investment Advisors's Altria Group position peaked at $9.01M in Q2 2016.
- 2,245 funds tracked by Wall St. Rank held Altria Group as of Q1 2025.
Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.