Sutton Wealth Advisors’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $127K | Buy |
3,011
+118
| +4% | +$4.96K | 0.06% | 147 |
|
|
2023
Q2 | $131K | Buy |
2,893
+36
| +1% | +$1.63K | 0.06% | 144 |
|
|
2023
Q1 | $127K | Sell |
2,857
-1,711
| -37% | -$76.3K | 0.07% | 140 |
|
|
2022
Q4 | $209K | Buy |
4,568
+62
| +1% | +$2.83K | 0.08% | 168 |
|
|
2022
Q3 | $182K | Buy |
4,506
+295
| +7% | +$11.9K | 0.07% | 178 |
|
|
2022
Q2 | $176K | Sell |
4,211
-16
| -0.4% | -$668 | 0.07% | 179 |
|
|
2022
Q1 | $221K | Buy |
4,227
+130
| +3% | +$6.79K | 0.08% | 170 |
|
|
2021
Q4 | $194K | Sell |
4,097
-1,182
| -22% | -$56K | 0.06% | 181 |
|
|
2021
Q3 | $240K | Buy |
5,279
+168
| +3% | +$7.65K | 0.09% | 159 |
|
|
2021
Q2 | $244K | Sell |
5,111
-590
| -10% | -$28.1K | 0.09% | 158 |
|
|
2021
Q1 | $292K | Sell |
5,701
-441
| -7% | -$22.6K | 0.11% | 129 |
|
|
2020
Q4 | $252K | Buy |
6,142
+1,352
| +28% | +$55.4K | 0.11% | 135 |
|
|
2020
Q3 | $185K | Sell |
4,790
-67
| -1% | -$2.59K | 0.09% | 150 |
|
|
2020
Q2 | $191K | Sell |
4,857
-1,839
| -27% | -$72.2K | 0.1% | 142 |
|
|
2020
Q1 | $259K | Sell |
6,696
-1,281
| -16% | -$49.5K | 0.16% | 102 |
|
|
2019
Q4 | $398K | Sell |
7,977
-2,791
| -26% | -$139K | 0.2% | 85 |
|
|
2019
Q3 | $440K | Sell |
10,768
-72
| -0.7% | -$2.95K | 0.25% | 71 |
|
|
2019
Q2 | $513K | Sell |
10,840
-40
| -0.4% | -$1.89K | 0.29% | 57 |
|
|
2019
Q1 | $625K | Sell |
10,880
-94
| -0.9% | -$5.4K | 0.36% | 47 |
|
|
2018
Q4 | $542K | Sell |
10,974
-1,216
| -10% | -$60.1K | 0.35% | 49 |
|
|
2018
Q3 | $735K | Hold |
12,190
| – | – | 0.48% | 35 |
|
|
2018
Q2 | $692K | Sell |
12,190
-36
| -0.3% | -$2.04K | 0.48% | 34 |
|
|
2018
Q1 | $762K | Hold |
12,226
| – | – | 0.55% | 29 |
|
|
2017
Q4 | $873K | Sell |
12,226
-26
| -0.2% | -$1.86K | 0.64% | 23 |
|
|
2017
Q3 | $777K | Hold |
12,252
| – | – | 0.59% | 24 |
|
|
2017
Q2 | $912K | Hold |
12,252
| – | – | 0.72% | 20 |
|
|
2017
Q1 | $875K | Buy |
12,252
+70
| +0.6% | +$5K | 0.73% | 19 |
|
|
2016
Q4 | $824K | Hold |
12,182
| – | – | 0.74% | 19 |
|
|
2016
Q3 | $770K | Buy |
12,182
+81
| +0.7% | +$5.12K | 0.7% | 20 |
|
|
2016
Q2 | $834K | Sell |
12,101
-786
| -6% | -$54.2K | 0.79% | 20 |
|
|
2016
Q1 | $807K | Buy |
+12,887
| New | +$807K | 0.77% | 22 |
|