Summit Financial’s Altria Group MO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.42M Buy
2025
Q1
$2.27M Buy
2024
Q4
$2M Buy
2024
Q3
$1.58M Buy
2024
Q2
$1.08M Buy
2024
Q1
$407K Buy
2023
Q4
$268K Sell
2023
Q3
$280K Sell
2023
Q2
$474K Sell
2023
Q1
$483K Buy
2022
Q4
$469K Buy
2022
Q3
$422K Buy
2022
Q2
$318K Sell
2022
Q1
$443K Buy
2021
Q4
$397K Buy
2021
Q3
$375K Buy