Souders 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 | $262K | Sell |
4,477
-3,044
| -40% | -$178K | 0.03% | 172 |
|
|
2025
Q1 | $451K | Buy |
7,521
+2,033
| +37% | +$122K | 0.06% | 137 |
|
|
2024
Q4 | $287K | Buy |
5,488
+920
| +20% | +$48.1K | 0.04% | 153 |
|
|
2024
Q3 | $233K | Buy |
4,568
+18
| +0.4% | +$919 | 0.03% | 162 |
|
|
2024
Q2 | $207K | Buy |
+4,550
| New | +$207K | 0.03% | 158 |
|
|
2023
Q3 | – | Sell |
-6,286
| Closed | -$285K | – | 153 |
|
|
2023
Q2 | $285K | Buy |
6,286
+58
| +0.9% | +$2.63K | 0.05% | 138 |
|
|
2023
Q1 | $278K | Sell |
6,228
-15
| -0.2% | -$669 | 0.06% | 136 |
|
|
2022
Q4 | $285K | Buy |
6,243
+615
| +11% | +$28.1K | 0.07% | 135 |
|
|
2022
Q3 | $227K | Buy |
5,628
+19
| +0.3% | +$766 | 0.06% | 141 |
|
|
2022
Q2 | $234K | Buy |
5,609
+11
| +0.2% | +$459 | 0.07% | 127 |
|
|
2022
Q1 | $292K | Sell |
5,598
-1,143
| -17% | -$59.6K | 0.08% | 119 |
|
|
2021
Q4 | $319K | Buy |
6,741
+51
| +0.8% | +$2.41K | 0.09% | 117 |
|
|
2021
Q3 | $305K | Hold |
6,690
| – | – | 0.1% | 112 |
|
|
2021
Q2 | $319K | Sell |
6,690
-18
| -0.3% | -$858 | 0.11% | 108 |
|
|
2021
Q1 | $343K | Hold |
6,708
| – | – | 0.13% | 100 |
|
|
2020
Q4 | $275K | Sell |
6,708
-25
| -0.4% | -$1.03K | 0.12% | 96 |
|
|
2020
Q3 | $267K | Hold |
6,733
| – | – | 0.13% | 92 |
|
|
2020
Q2 | $264K | Buy |
6,733
+326
| +5% | +$12.8K | 0.15% | 88 |
|
|
2020
Q1 | $248K | Buy |
+6,407
| New | +$248K | 0.22% | 75 |
|