Steward Partners Investment Advisory’s British American Tobacco BTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.7M | Buy |
35,937
+28,668
| +394% | +$1.36M | 0.01% | 763 |
|
|
2025
Q1 | $301K | Sell |
7,269
-486
| -6% | -$20.1K | ﹤0.01% | 1447 |
|
|
2024
Q4 | $282K | Buy |
7,755
+2,231
| +40% | +$81K | ﹤0.01% | 1444 |
|
|
2024
Q3 | $202K | Buy |
5,524
+457
| +9% | +$16.7K | ﹤0.01% | 1529 |
|
|
2024
Q2 | $157K | Buy |
5,067
+880
| +21% | +$27.2K | ﹤0.01% | 1561 |
|
|
2024
Q1 | $128K | Buy |
4,187
+337
| +9% | +$10.3K | ﹤0.01% | 1641 |
|
|
2023
Q4 | $113K | Sell |
3,850
-2,595
| -40% | -$76K | ﹤0.01% | 1630 |
|
|
2023
Q3 | $202K | Buy |
6,445
+2,048
| +47% | +$64.3K | ﹤0.01% | 1278 |
|
|
2023
Q2 | $146K | Sell |
4,397
-1,013
| -19% | -$33.6K | ﹤0.01% | 1406 |
|
|
2023
Q1 | $190K | Buy |
5,410
+17
| +0.3% | +$597 | ﹤0.01% | 1313 |
|
|
2022
Q4 | $216K | Buy |
5,393
+125
| +2% | +$5K | ﹤0.01% | 1211 |
|
|
2022
Q3 | $187K | Buy |
5,268
+448
| +9% | +$15.9K | ﹤0.01% | 1229 |
|
|
2022
Q2 | $207K | Sell |
4,820
-18,406
| -79% | -$790K | ﹤0.01% | 1194 |
|
|
2022
Q1 | $979K | Sell |
23,226
-453
| -2% | -$19.1K | 0.02% | 689 |
|
|
2021
Q4 | $886K | Sell |
23,679
-7,973
| -25% | -$298K | 0.01% | 745 |
|
|
2021
Q3 | $1.12M | Buy |
31,652
+27,551
| +672% | +$972K | 0.02% | 625 |
|
|
2021
Q2 | $161K | Buy |
4,101
+1,081
| +36% | +$42.4K | ﹤0.01% | 1706 |
|
|
2021
Q1 | $117K | Buy |
3,020
+428
| +17% | +$16.6K | ﹤0.01% | 1543 |
|
|
2020
Q4 | $97K | Sell |
2,592
-137
| -5% | -$5.13K | ﹤0.01% | 1376 |
|
|
2020
Q3 | $99K | Sell |
2,729
-690
| -20% | -$25K | ﹤0.01% | 1227 |
|
|
2020
Q2 | $133K | Sell |
3,419
-284
| -8% | -$11K | ﹤0.01% | 1022 |
|
|
2020
Q1 | $126K | Buy |
3,703
+28
| +0.8% | +$953 | ﹤0.01% | 922 |
|
|
2019
Q4 | $156K | Buy |
3,675
+108
| +3% | +$4.58K | ﹤0.01% | 960 |
|
|
2019
Q3 | $131K | Sell |
3,567
-11,903
| -77% | -$437K | ﹤0.01% | 987 |
|
|
2019
Q2 | $539K | Buy |
15,470
+1,147
| +8% | +$40K | 0.02% | 537 |
|
|
2019
Q1 | $597K | Sell |
14,323
-621
| -4% | -$25.9K | 0.03% | 469 |
|
|
2018
Q4 | $476K | Buy |
14,944
+6,534
| +78% | +$208K | 0.02% | 499 |
|
|
2018
Q3 | $392K | Sell |
8,410
-21,917
| -72% | -$1.02M | 0.02% | 565 |
|
|
2018
Q2 | $1.53M | Buy |
30,327
+224
| +0.7% | +$11.3K | 0.09% | 229 |
|
|
2018
Q1 | $1.74M | Buy |
30,103
+3,849
| +15% | +$222K | 0.12% | 189 |
|
|
2017
Q4 | $1.76M | Buy |
26,254
+1,086
| +4% | +$72.7K | 0.13% | 168 |
|
|
2017
Q3 | $1.57M | Buy |
25,168
+3,569
| +17% | +$223K | 0.16% | 136 |
|
|
2017
Q2 | $1.48M | Buy |
21,599
+19,783
| +1,089% | +$1.36M | 0.17% | 137 |
|
|
2017
Q1 | $120K | Buy |
+1,816
| New | +$120K | 0.02% | 405 |
|