Triumph Capital Management’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-15,696
| Closed | -$678K | – | 262 |
|
2024
Q1 | $678K | Buy |
15,696
+250
| +2% | +$10.8K | 0.28% | 90 |
|
2023
Q4 | $632K | Buy |
15,446
+8,245
| +114% | +$337K | 0.27% | 82 |
|
2023
Q3 | $310K | Buy |
7,201
+1,807
| +34% | +$77.8K | 0.14% | 148 |
|
2023
Q2 | $249K | Buy |
5,394
+224
| +4% | +$10.4K | 0.11% | 171 |
|
2023
Q1 | $231K | Buy |
+5,170
| New | +$231K | 0.12% | 159 |
|
2022
Q1 | – | Sell |
-7,991
| Closed | -$379K | – | 226 |
|
2021
Q4 | $379K | Sell |
7,991
-1,808
| -18% | -$85.8K | 0.16% | 133 |
|
2021
Q3 | $455K | Sell |
9,799
-3,823
| -28% | -$178K | 0.21% | 110 |
|
2021
Q2 | $648K | Buy |
+13,622
| New | +$648K | 0.38% | 65 |
|