Strategic Investment 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 | $3.28M | Buy |
56,190
+1,607
| +3% | +$93.9K | 0.32% | 46 |
|
|
2025
Q1 | $3.28M | Sell |
54,583
-1,707
| -3% | -$102K | 0.35% | 47 |
|
|
2024
Q4 | $2.94M | Sell |
56,290
-16
| -0% | -$837 | 0.31% | 48 |
|
|
2024
Q3 | $2.87M | Buy |
56,306
+2,142
| +4% | +$109K | 0.31% | 50 |
|
|
2024
Q2 | $2.47M | Buy |
54,164
+674
| +1% | +$30.7K | 0.3% | 50 |
|
|
2024
Q1 | $2.33M | Buy |
53,490
+4,352
| +9% | +$190K | 0.3% | 52 |
|
|
2023
Q4 | $1.98M | Buy |
49,138
+15,771
| +47% | +$636K | 0.29% | 55 |
|
|
2023
Q3 | $1.4M | Buy |
+33,367
| New | +$1.4M | 0.23% | 64 |
|
|
2021
Q1 | – | Sell |
-13,943
| Closed | -$572K | – | 204 |
|
|
2020
Q4 | $572K | Buy |
+13,943
| New | +$572K | 0.16% | 113 |
|
|
2020
Q2 | – | Sell |
-6,866
| Closed | -$266K | – | 175 |
|
|
2020
Q1 | $266K | Sell |
6,866
-533
| -7% | -$20.6K | 0.12% | 128 |
|
|
2019
Q4 | $369K | Buy |
7,399
+637
| +9% | +$31.8K | 0.15% | 110 |
|
|
2019
Q3 | $277K | Sell |
6,762
-762
| -10% | -$31.2K | 0.13% | 120 |
|
|
2019
Q2 | $356K | Buy |
7,524
+698
| +10% | +$33K | 0.19% | 85 |
|
|
2019
Q1 | $392K | Sell |
6,826
-607
| -8% | -$34.9K | 0.27% | 73 |
|
|
2018
Q4 | $367K | Buy |
+7,433
| New | +$367K | 0.33% | 64 |
|