Sowell Financial Services’s British American Tobacco BTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-42,524
| Closed | -$1.35M | – | 540 |
|
|
2024
Q2 | $1.35M | Buy |
42,524
+1,513
| +4% | +$47.9K | 0.06% | 287 |
|
|
2024
Q1 | $1.28M | Buy |
41,011
+5,003
| +14% | +$156K | 0.06% | 307 |
|
|
2023
Q4 | $1.08M | Buy |
36,008
+5,766
| +19% | +$173K | 0.06% | 309 |
|
|
2023
Q3 | $971K | Sell |
30,242
-4,935
| -14% | -$158K | 0.06% | 311 |
|
|
2023
Q2 | $1.17M | Buy |
35,177
+10,121
| +40% | +$336K | 0.07% | 323 |
|
|
2023
Q1 | $880K | Buy |
+25,056
| New | +$880K | 0.07% | 318 |
|
|
2022
Q4 | – | Sell |
-15,308
| Closed | -$565K | – | 523 |
|
|
2022
Q3 | $565K | Buy |
15,308
+442
| +3% | +$16.3K | 0.06% | 301 |
|
|
2022
Q2 | $638K | Buy |
14,866
+3,398
| +30% | +$146K | 0.06% | 198 |
|
|
2022
Q1 | $470K | Buy |
+11,468
| New | +$470K | 0.08% | 140 |
|
|
2021
Q2 | – | Sell |
-2,059
| Closed | -$81K | – | 829 |
|
|
2021
Q1 | $81K | Buy |
2,059
+81
| +4% | +$3.19K | ﹤0.01% | 1462 |
|
|
2020
Q4 | $74K | Sell |
1,978
-162
| -8% | -$6.06K | ﹤0.01% | 1266 |
|
|
2020
Q3 | $77K | Sell |
2,140
-612
| -22% | -$22K | ﹤0.01% | 1067 |
|
|
2020
Q2 | $107K | Sell |
2,752
-210
| -7% | -$8.17K | 0.01% | 942 |
|
|
2020
Q1 | $101K | Buy |
2,962
+50
| +2% | +$1.71K | 0.01% | 835 |
|
|
2019
Q4 | $124K | Buy |
2,912
+123
| +4% | +$5.24K | 0.01% | 845 |
|
|
2019
Q3 | $103K | Buy |
+2,789
| New | +$103K | 0.01% | 822 |
|