Symphony Financial’s British American Tobacco BTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $460K | Buy |
+9,723
| New | +$460K | 0.06% | 161 |
|
|
2025
Q1 | – | Sell |
-8,406
| Closed | -$309K | – | 116 |
|
|
2024
Q4 | $309K | Sell |
8,406
-1,070
| -11% | -$39.3K | 0.05% | 174 |
|
|
2024
Q3 | $349K | Buy |
+9,476
| New | +$349K | 0.06% | 172 |
|
|
2022
Q4 | – | Sell |
-14,153
| Closed | -$509K | – | 190 |
|
|
2022
Q3 | $509K | Buy |
14,153
+3,000
| +27% | +$108K | 0.17% | 132 |
|
|
2022
Q2 | $489K | Buy |
+11,153
| New | +$489K | 0.14% | 132 |
|