Spirit of America Management Corp’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
$742K Hold
12,650
0.15% 144
2025
Q1
$759K Hold
12,650
0.15% 140
2024
Q4
$661K Hold
12,650
0.13% 147
2024
Q3
$646K Hold
12,650
0.13% 146
2024
Q2
$576K Hold
12,650
0.12% 150
2024
Q1
$552K Hold
12,650
0.11% 149
2023
Q4
$510K Hold
12,650
0.11% 151
2023
Q3
$532K Hold
12,650
0.12% 134
2023
Q2
$573K Hold
12,650
0.13% 126
2023
Q1
$564K Hold
12,650
0.13% 130
2022
Q4
$578K Buy
12,650
+400
+3% +$18.3K 0.13% 134
2022
Q3
$495K Hold
12,250
0.12% 143
2022
Q2
$512K Hold
12,250
0.12% 146
2022
Q1
$640K Hold
12,250
0.13% 137
2021
Q4
$581K Hold
12,250
0.12% 148
2021
Q3
$558K Buy
12,250
+1,000
+9% +$45.6K 0.12% 147
2021
Q2
$536K Buy
11,250
+500
+5% +$23.8K 0.11% 151
2021
Q1
$550K Hold
10,750
0.13% 141
2020
Q4
$441K Hold
10,750
0.11% 149
2020
Q3
$415K Hold
10,750
0.11% 142
2020
Q2
$422K Hold
10,750
0.11% 142
2020
Q1
$416K Hold
10,750
0.13% 135
2019
Q4
$537K Hold
10,750
0.09% 160
2019
Q3
$440K Sell
10,750
-2,600
-19% -$106K 0.07% 171
2019
Q2
$632K Hold
13,350
0.09% 145
2019
Q1
$767K Hold
13,350
0.11% 132
2018
Q4
$659K Buy
13,350
+2,400
+22% +$118K 0.1% 147
2018
Q3
$660K Sell
10,950
-11,575
-51% -$698K 0.08% 161
2018
Q2
$1.28M Sell
22,525
-8,315
-27% -$472K 0.16% 119
2018
Q1
$1.92M Sell
30,840
-1,050
-3% -$65.4K 0.25% 87
2017
Q4
$2.28M Hold
31,890
0.25% 82
2017
Q3
$2.02M Sell
31,890
-400
-1% -$25.4K 0.21% 88
2017
Q2
$2.41M Hold
32,290
0.26% 78
2017
Q1
$2.31M Hold
32,290
0.24% 78
2016
Q4
$2.18M Hold
32,290
0.25% 85
2016
Q3
$2.04M Hold
32,290
0.27% 83
2016
Q2
$2.23M Hold
32,290
0.33% 73
2016
Q1
$2.02M Hold
32,290
0.36% 75
2015
Q4
$1.88M Hold
32,290
0.36% 75
2015
Q3
$1.76M Hold
32,290
0.37% 75
2015
Q2
$1.58M Buy
32,290
+4,790
+17% +$234K 0.3% 77
2015
Q1
$1.38M Buy
27,500
+1,800
+7% +$90.1K 0.29% 83
2014
Q4
$1.27M Hold
25,700
0.32% 82
2014
Q3
$1.18M Hold
25,700
0.36% 78
2014
Q2
$1.08M Hold
25,700
0.43% 76
2014
Q1
$962K Buy
+25,700
New +$962K 0.4% 84
2013
Q4
Sell
-25,700
Closed -$883K 150
2013
Q3
$883K Hold
25,700
0.32% 100
2013
Q2
$899K Buy
+25,700
New +$899K 0.32% 99