Summit Financial’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 | $3.42M | Buy |
57,332
+19,476
| +51% | +$1.16M | 0.08% | 213 |
|
|
2025
Q1 | $2.27M | Buy |
37,856
+363
| +1% | +$21.8K | 0.06% | 239 |
|
|
2024
Q4 | $2M | Buy |
37,493
+7,229
| +24% | +$385K | 0.07% | 213 |
|
|
2024
Q3 | $1.58M | Buy |
30,264
+6,897
| +30% | +$359K | 0.06% | 198 |
|
|
2024
Q2 | $1.08M | Buy |
23,367
+14,235
| +156% | +$661K | 0.05% | 214 |
|
|
2024
Q1 | $407K | Buy |
9,132
+2,653
| +41% | +$118K | 0.02% | 287 |
|
|
2023
Q4 | $268K | Sell |
6,479
-40
| -0.6% | -$1.65K | 0.02% | 306 |
|
|
2023
Q3 | $280K | Sell |
6,519
-3,726
| -36% | -$160K | 0.02% | 293 |
|
|
2023
Q2 | $474K | Sell |
10,245
-363
| -3% | -$16.8K | 0.03% | 231 |
|
|
2023
Q1 | $483K | Buy |
10,608
+337
| +3% | +$15.3K | 0.04% | 172 |
|
|
2022
Q4 | $469K | Buy |
10,271
+59
| +0.6% | +$2.7K | 0.04% | 176 |
|
|
2022
Q3 | $422K | Buy |
10,212
+2,753
| +37% | +$114K | 0.04% | 184 |
|
|
2022
Q2 | $318K | Sell |
7,459
-873
| -10% | -$37.3K | 0.03% | 192 |
|
|
2022
Q1 | $443K | Buy |
8,332
+105
| +1% | +$5.58K | 0.03% | 189 |
|
|
2021
Q4 | $397K | Buy |
8,227
+138
| +2% | +$6.66K | 0.03% | 187 |
|
|
2021
Q3 | $375K | Buy |
+8,089
| New | +$375K | 0.03% | 169 |
|