Stegent Equity 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 | $1.3M | Buy |
22,112
+13,948
| +171% | +$818K | 1.15% | 28 |
|
|
2025
Q1 | $490K | Sell |
8,164
-10,981
| -57% | -$659K | 0.5% | 61 |
|
|
2024
Q4 | $1M | Buy |
19,145
+5,477
| +40% | +$286K | 1.02% | 32 |
|
|
2024
Q3 | $698K | Buy |
13,668
+2,139
| +19% | +$109K | 0.77% | 40 |
|
|
2024
Q2 | $525K | Buy |
11,529
+6,411
| +125% | +$292K | 0.55% | 43 |
|
|
2024
Q1 | $223K | Buy |
+5,118
| New | +$223K | 0.23% | 81 |
|
|
2022
Q2 | – | Sell |
-20,211
| Closed | -$1.06M | – | 82 |
|
|
2022
Q1 | $1.06M | Buy |
+20,211
| New | +$1.06M | 0.89% | 37 |
|