Symphony Financial Services’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
$543K Sell
9,259
-20
-0.2% -$1.17K 0.32% 40
2025
Q1
$557K Buy
9,279
+546
+6% +$32.8K 0.36% 37
2024
Q4
$456K Sell
8,733
-1,083
-11% -$56.6K 0.37% 44
2024
Q3
$470K Buy
9,816
+400
+4% +$19.2K 0.4% 43
2024
Q2
$459K Buy
+9,416
New +$459K 0.39% 46