United Capital Financial Advisors’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 | $994K | Buy |
21,006
+3,446
| +20% | +$163K | 0.01% | 589 |
|
|
2025
Q1 | $726K | Buy |
17,560
+1,306
| +8% | +$54K | 0.01% | 634 |
|
|
2024
Q4 | $590K | Buy |
16,254
+878
| +6% | +$31.9K | 0.01% | 682 |
|
|
2024
Q3 | $562K | Buy |
15,376
+1,537
| +11% | +$56.2K | ﹤0.01% | 701 |
|
|
2024
Q2 | $428K | Buy |
13,839
+913
| +7% | +$28.2K | ﹤0.01% | 736 |
|
|
2024
Q1 | $394K | Sell |
12,926
-4,853
| -27% | -$148K | ﹤0.01% | 790 |
|
|
2023
Q4 | $521K | Sell |
17,779
-9,220
| -34% | -$270K | ﹤0.01% | 711 |
|
|
2023
Q3 | $848K | Buy |
26,999
+4,513
| +20% | +$142K | 0.01% | 548 |
|
|
2023
Q2 | $747K | Sell |
22,486
-342
| -1% | -$11.4K | ﹤0.01% | 611 |
|
|
2023
Q1 | $802K | Sell |
22,828
-5,928
| -21% | -$208K | ﹤0.01% | 633 |
|
|
2022
Q4 | $1.15M | Sell |
28,756
-1,471
| -5% | -$58.8K | 0.01% | 581 |
|
|
2022
Q3 | $1.07M | Sell |
30,227
-4,405
| -13% | -$156K | 0.01% | 598 |
|
|
2022
Q2 | $1.49M | Sell |
34,632
-3,325
| -9% | -$143K | 0.01% | 552 |
|
|
2022
Q1 | $1.6M | Sell |
37,957
-2,136
| -5% | -$90K | 0.01% | 562 |
|
|
2021
Q4 | $1.5M | Buy |
40,093
+10,123
| +34% | +$379K | 0.01% | 595 |
|
|
2021
Q3 | $1.06M | Buy |
29,970
+185
| +0.6% | +$6.53K | 0.01% | 658 |
|
|
2021
Q2 | $1.17M | Buy |
29,785
+958
| +3% | +$37.7K | 0.01% | 652 |
|
|
2021
Q1 | $1.12M | Sell |
28,827
-186
| -0.6% | -$7.21K | 0.01% | 636 |
|
|
2020
Q4 | $1.09M | Buy |
+29,013
| New | +$1.09M | 0.01% | 649 |
|
|
2020
Q1 | – | Sell |
-14,953
| Closed | -$635K | – | 1207 |
|
|
2019
Q4 | $635K | Buy |
+14,953
| New | +$635K | ﹤0.01% | 914 |
|
|
2019
Q3 | – | Sell |
-16,138
| Closed | -$563K | – | 1320 |
|
|
2019
Q2 | $563K | Sell |
16,138
-141
| -0.9% | -$4.92K | ﹤0.01% | 998 |
|
|
2019
Q1 | $679K | Buy |
16,279
+652
| +4% | +$27.2K | ﹤0.01% | 885 |
|
|
2018
Q4 | $498K | Buy |
15,627
+562
| +4% | +$17.9K | ﹤0.01% | 920 |
|
|
2018
Q3 | $702K | Sell |
15,065
-1,790
| -11% | -$83.4K | ﹤0.01% | 871 |
|
|
2018
Q2 | $850K | Sell |
16,855
-1,885
| -10% | -$95.1K | 0.01% | 803 |
|
|
2018
Q1 | $1.08M | Buy |
18,740
+568
| +3% | +$32.8K | 0.01% | 761 |
|
|
2017
Q4 | $1.22M | Sell |
18,172
-1,853
| -9% | -$124K | 0.01% | 734 |
|
|
2017
Q3 | $1.25M | Buy |
20,025
+7,876
| +65% | +$492K | 0.01% | 714 |
|
|
2017
Q2 | $0 | Buy |
12,149
+607
| +5% | – | ﹤0.01% | 1274 |
|
|
2017
Q1 | $765K | Sell |
11,542
-1,080
| -9% | -$71.6K | 0.01% | 815 |
|
|
2016
Q4 | $711K | Sell |
12,622
-98
| -0.8% | -$5.52K | 0.01% | 836 |
|
|
2016
Q3 | $812K | Buy |
12,720
+368
| +3% | +$23.5K | 0.01% | 827 |
|
|
2016
Q2 | $797K | Sell |
12,352
-3,090
| -20% | -$199K | 0.01% | 794 |
|
|
2016
Q1 | $903K | Sell |
15,442
-8,942
| -37% | -$523K | 0.01% | 719 |
|
|
2015
Q4 | $1.35M | Buy |
24,384
+1,026
| +4% | +$56.7K | 0.02% | 623 |
|
|
2015
Q3 | $1.29M | Sell |
23,358
-1,034
| -4% | -$56.9K | 0.02% | 626 |
|
|
2015
Q2 | $1.32M | Buy |
24,392
+13,308
| +120% | +$720K | 0.02% | 676 |
|
|
2015
Q1 | $610K | Buy |
11,084
+184
| +2% | +$10.1K | 0.01% | 831 |
|
|
2014
Q4 | $588K | Buy |
10,900
+58
| +0.5% | +$3.13K | 0.01% | 777 |
|
|
2014
Q3 | $613K | Buy |
+10,842
| New | +$613K | 0.01% | 733 |
|
|
2014
Q2 | – | Sell |
-8,224
| Closed | -$458K | – | 808 |
|
|
2014
Q1 | $458K | Buy |
+8,224
| New | +$458K | 0.01% | 649 |
|