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 |
|