Stifel Trust’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q3 | $620K | Buy |
13,486
+900
| +7% | +$41.4K | 0.12% | 131 |
|
2014
Q2 | $528K | Sell |
12,586
-450
| -3% | -$18.9K | 0.1% | 137 |
|
2014
Q1 | $488K | Sell |
13,036
-190
| -1% | -$7.11K | 0.09% | 137 |
|
2013
Q4 | $508K | Sell |
13,226
-2,950
| -18% | -$113K | 0.1% | 136 |
|
2013
Q3 | $556K | Sell |
16,176
-825
| -5% | -$28.4K | 0.11% | 134 |
|
2013
Q2 | $595K | Buy |
+17,001
| New | +$595K | 0.12% | 123 |
|