Symphony 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 | $6.9M | Buy |
114,832
+87,659
| +323% | +$5.26M | 0.9% | 30 |
|
|
2025
Q1 | $1.56M | Sell |
27,173
-78,986
| -74% | -$4.54M | 0.93% | 28 |
|
|
2024
Q4 | $5.45M | Sell |
106,159
-34,490
| -25% | -$1.77M | 0.86% | 31 |
|
|
2024
Q3 | $7.17M | Buy |
140,649
+2,546
| +2% | +$130K | 1.19% | 24 |
|
|
2024
Q2 | $6.29M | Buy |
138,103
+15,040
| +12% | +$685K | 1.15% | 23 |
|
|
2024
Q1 | $5.37M | Buy |
123,063
+2,865
| +2% | +$125K | 1.25% | 23 |
|
|
2023
Q4 | $4.94M | Buy |
+120,198
| New | +$4.94M | 1.06% | 25 |
|
|
2023
Q3 | – | Sell |
-112,412
| Closed | -$5.06M | – | 181 |
|
|
2023
Q2 | $5.06M | Buy |
112,412
+1,617
| +1% | +$72.7K | 1.24% | 24 |
|
|
2023
Q1 | $4.93M | Buy |
110,795
+7,379
| +7% | +$328K | 1.28% | 21 |
|
|
2022
Q4 | $4.7M | Buy |
103,416
+44,396
| +75% | +$2.02M | 1.24% | 20 |
|
|
2022
Q3 | $2.43M | Buy |
59,020
+25,758
| +77% | +$1.06M | 0.79% | 30 |
|
|
2022
Q2 | $1.39M | Sell |
33,262
-2,622
| -7% | -$109K | 0.41% | 50 |
|
|
2022
Q1 | $1.93M | Buy |
35,884
+3,482
| +11% | +$187K | 0.45% | 48 |
|
|
2021
Q4 | $1.55M | Buy |
32,402
+4,610
| +17% | +$221K | 0.43% | 46 |
|
|
2021
Q3 | $1.36M | Buy |
27,792
+2,752
| +11% | +$134K | 0.47% | 44 |
|
|
2021
Q2 | $1.19M | Buy |
25,040
+6,161
| +33% | +$293K | 0.4% | 50 |
|
|
2021
Q1 | $970K | Buy |
+18,879
| New | +$970K | 0.26% | 64 |
|