United Capital Financial Advisors’s British American Tobacco BTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.22M | Buy |
37,940
+718
| +2% | +$42.5K | 0.01% | 527 |
|
|
2025
Q4 | $2.11M | Buy |
37,222
+2,498
| +7% | +$136K | 0.01% | 526 |
|
|
2025
Q3 | $1.84M | Buy |
34,724
+13,718
| +65% | +$745K | 0.01% | 490 |
|
|
2025
Q2 | $994K | Buy |
21,006
+3,446
| +20% | +$153K | 0.01% | 596 |
|
|
2025
Q1 | $726K | Buy |
17,560
+1,306
| +8% | +$51.3K | 0.01% | 642 |
|
|
2024
Q4 | $590K | Buy |
16,254
+878
| +6% | +$31.7K | 0.01% | 689 |
|
|
2024
Q3 | $562K | Buy |
15,376
+1,537
| +11% | +$54.9K | ﹤0.01% | 701 |
|
|
2024
Q2 | $428K | Buy |
13,839
+913
| +7% | +$27.7K | ﹤0.01% | 742 |
|
|
2024
Q1 | $394K | Sell |
12,926
-4,853
| -27% | -$146K | ﹤0.01% | 796 |
|
|
2023
Q4 | $521K | Sell |
17,779
-9,220
| -34% | -$281K | ﹤0.01% | 712 |
|
|
2023
Q3 | $848K | Buy |
26,999
+4,513
| +20% | +$149K | 0.01% | 548 |
|
|
2023
Q2 | $747K | Sell |
22,486
-342
| -1% | -$11.7K | ﹤0.01% | 611 |
|
|
2023
Q1 | $802K | Sell |
22,828
-5,928
| -21% | -$223K | ﹤0.01% | 635 |
|
|
2022
Q4 | $1.15M | Sell |
28,756
-1,471
| -5% | -$57.8K | 0.01% | 581 |
|
|
2022
Q3 | $1.07M | Sell |
30,227
-4,405
| -13% | -$177K | 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% | -$91K | 0.01% | 565 |
|
|
2021
Q4 | $1.5M | Buy |
40,093
+10,123
| +34% | +$359K | 0.01% | 596 |
|
|
2021
Q3 | $1.06M | Buy |
29,970
+185
| +0.6% | +$6.95K | 0.01% | 659 |
|
|
2021
Q2 | $1.17M | Buy |
29,785
+958
| +3% | +$37.5K | 0.01% | 654 |
|
|
2021
Q1 | $1.12M | Sell |
28,827
-186
| -0.6% | -$7K | 0.01% | 637 |
|
|
2020
Q4 | $1.09M | Buy |
+29,013
| New | +$1.04M | 0.01% | 652 |
|
|
2020
Q1 | – | Sell |
-14,953
| Closed | -$635K | – | 1215 |
|
|
2019
Q4 | $635K | Buy |
+14,953
| New | +$564K | ﹤0.01% | 921 |
|
|
2019
Q3 | – | Sell |
-16,138
| Closed | -$563K | – | 1335 |
|
|
2019
Q2 | $563K | Sell |
16,138
-141
| -0.9% | -$5.34K | ﹤0.01% | 1007 |
|
|
2019
Q1 | $679K | Buy |
16,279
+652
| +4% | +$23.7K | ﹤0.01% | 891 |
|
|
2018
Q4 | $498K | Buy |
15,627
+562
| +4% | +$21.9K | ﹤0.01% | 920 |
|
|
2018
Q3 | $702K | Sell |
15,065
-1,790
| -11% | -$90.9K | ﹤0.01% | 871 |
|
|
2018
Q2 | $850K | Sell |
16,855
-1,885
| -10% | -$99.3K | 0.01% | 803 |
|
|
2018
Q1 | $1.08M | Buy |
18,740
+568
| +3% | +$35.7K | 0.01% | 761 |
|
|
2017
Q4 | $1.22M | Sell |
18,172
-1,853
| -9% | -$121K | 0.01% | 734 |
|
|
2017
Q3 | $1.25M | Buy |
20,025
+7,876
| +65% | +$508K | 0.01% | 714 |
|
|
2017
Q2 | $0 | Buy |
12,149
+607
| +5% | +$42.2K | ﹤0.01% | 1274 |
|
|
2017
Q1 | $765K | Sell |
11,542
-1,080
| -9% | -$66.8K | 0.01% | 815 |
|
|
2016
Q4 | $711K | Sell |
12,622
-98
| -0.8% | -$5.55K | 0.01% | 836 |
|
|
2016
Q3 | $812K | Buy |
12,720
+368
| +3% | +$23.3K | 0.01% | 827 |
|
|
2016
Q2 | $797K | Sell |
12,352
-3,090
| -20% | -$187K | 0.01% | 794 |
|
|
2016
Q1 | $903K | Sell |
15,442
-8,942
| -37% | -$492K | 0.01% | 719 |
|
|
2015
Q4 | $1.35M | Buy |
24,384
+1,026
| +4% | +$58.8K | 0.02% | 623 |
|
|
2015
Q3 | $1.29M | Sell |
23,358
-1,034
| -4% | -$57.4K | 0.02% | 626 |
|
|
2015
Q2 | $1.32M | Buy |
24,392
+13,308
| +120% | +$734K | 0.02% | 676 |
|
|
2015
Q1 | $610K | Buy |
11,084
+184
| +2% | +$10.2K | 0.01% | 831 |
|
|
2014
Q4 | $588K | Buy |
10,900
+58
| +0.5% | +$3.26K | 0.01% | 777 |
|
|
2014
Q3 | $613K | Buy |
+10,842
| New | +$641K | 0.01% | 733 |
|
|
2014
Q2 | – | Sell |
-8,224
| Closed | -$458K | – | 808 |
|
|
2014
Q1 | $458K | Buy |
+8,224
| New | +$428K | 0.01% | 649 |
|
Other funds holding BTI
OAG
