Steward Partners Investment Advisory’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 | $8.5M | Buy |
144,895
+11,697
| +9% | +$686K | 0.07% | 289 |
|
|
2025
Q1 | $7.99M | Buy |
133,198
+7,327
| +6% | +$440K | 0.07% | 287 |
|
|
2024
Q4 | $6.58M | Buy |
125,871
+21,281
| +20% | +$1.11M | 0.06% | 315 |
|
|
2024
Q3 | $5.34M | Buy |
104,590
+14,086
| +16% | +$719K | 0.05% | 348 |
|
|
2024
Q2 | $4.12M | Sell |
90,504
-1,093
| -1% | -$49.8K | 0.04% | 377 |
|
|
2024
Q1 | $4M | Sell |
91,597
-8,235
| -8% | -$359K | 0.04% | 383 |
|
|
2023
Q4 | $4.03M | Sell |
99,832
-15,483
| -13% | -$625K | 0.05% | 326 |
|
|
2023
Q3 | $4.85M | Sell |
115,315
-1,902
| -2% | -$80K | 0.07% | 259 |
|
|
2023
Q2 | $5.31M | Buy |
117,217
+3,555
| +3% | +$161K | 0.08% | 250 |
|
|
2023
Q1 | $5.07M | Buy |
113,662
+806
| +0.7% | +$36K | 0.08% | 251 |
|
|
2022
Q4 | $5.16M | Sell |
112,856
-2,017
| -2% | -$92.2K | 0.09% | 246 |
|
|
2022
Q3 | $4.64M | Buy |
114,873
+20,491
| +22% | +$828K | 0.09% | 249 |
|
|
2022
Q2 | $3.94M | Buy |
94,382
+4,531
| +5% | +$189K | 0.07% | 282 |
|
|
2022
Q1 | $4.7M | Buy |
89,851
+6,337
| +8% | +$331K | 0.07% | 273 |
|
|
2021
Q4 | $3.96M | Buy |
83,514
+2,421
| +3% | +$115K | 0.06% | 312 |
|
|
2021
Q3 | $3.69M | Buy |
81,093
+3,976
| +5% | +$181K | 0.06% | 311 |
|
|
2021
Q2 | $3.68M | Sell |
77,117
-25,408
| -25% | -$1.21M | 0.06% | 308 |
|
|
2021
Q1 | $5.25M | Buy |
102,525
+32,571
| +47% | +$1.67M | 0.09% | 228 |
|
|
2020
Q4 | $2.87M | Sell |
69,954
-9,078
| -11% | -$372K | 0.06% | 302 |
|
|
2020
Q3 | $3.05M | Buy |
79,032
+2,932
| +4% | +$113K | 0.08% | 252 |
|
|
2020
Q2 | $2.99M | Sell |
76,100
-6,639
| -8% | -$261K | 0.09% | 234 |
|
|
2020
Q1 | $3.2M | Sell |
82,739
-4,497
| -5% | -$174K | 0.12% | 191 |
|
|
2019
Q4 | $4.35M | Sell |
87,236
-3,933
| -4% | -$196K | 0.13% | 175 |
|
|
2019
Q3 | $3.73M | Sell |
91,169
-2,980
| -3% | -$122K | 0.13% | 175 |
|
|
2019
Q2 | $4.46M | Buy |
94,149
+4,495
| +5% | +$213K | 0.16% | 137 |
|
|
2019
Q1 | $5.15M | Buy |
89,654
+223
| +0.2% | +$12.8K | 0.22% | 113 |
|
|
2018
Q4 | $4.42M | Buy |
89,431
+3,224
| +4% | +$159K | 0.22% | 113 |
|
|
2018
Q3 | $5.2M | Buy |
86,207
+5,914
| +7% | +$357K | 0.25% | 98 |
|
|
2018
Q2 | $4.56M | Buy |
80,293
+14,900
| +23% | +$846K | 0.27% | 88 |
|
|
2018
Q1 | $4.08M | Buy |
65,393
+5,535
| +9% | +$345K | 0.28% | 88 |
|
|
2017
Q4 | $4.27M | Buy |
59,858
+22,215
| +59% | +$1.59M | 0.33% | 77 |
|
|
2017
Q3 | $2.39M | Buy |
37,643
+17,118
| +83% | +$1.09M | 0.24% | 100 |
|
|
2017
Q2 | $1.53M | Buy |
20,525
+1,898
| +10% | +$141K | 0.17% | 136 |
|
|
2017
Q1 | $1.33M | Buy |
18,627
+2,021
| +12% | +$144K | 0.2% | 106 |
|
|
2016
Q4 | $1.12M | Buy |
+16,606
| New | +$1.12M | 0.51% | 42 |
|