United Capital Financial Advisors’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 | $4.2M | Buy |
71,567
+13,754
| +24% | +$806K | 0.03% | 309 |
|
|
2025
Q1 | $3.47M | Sell |
57,813
-1,394
| -2% | -$83.7K | 0.03% | 327 |
|
|
2024
Q4 | $3.1M | Buy |
59,207
+377
| +0.6% | +$19.7K | 0.03% | 337 |
|
|
2024
Q3 | $3M | Buy |
58,830
+864
| +1% | +$44.1K | 0.02% | 341 |
|
|
2024
Q2 | $2.64M | Buy |
57,966
+1,805
| +3% | +$82.2K | 0.02% | 351 |
|
|
2024
Q1 | $2.45M | Buy |
56,161
+12,971
| +30% | +$566K | 0.02% | 388 |
|
|
2023
Q4 | $1.74M | Buy |
43,190
+15,692
| +57% | +$633K | 0.01% | 442 |
|
|
2023
Q3 | $1.16M | Sell |
27,498
-4,241
| -13% | -$178K | 0.01% | 493 |
|
|
2023
Q2 | $1.44M | Sell |
31,739
-20,991
| -40% | -$951K | 0.01% | 486 |
|
|
2023
Q1 | $2.35M | Sell |
52,730
-10,644
| -17% | -$475K | 0.01% | 425 |
|
|
2022
Q4 | $2.9M | Sell |
63,374
-9,663
| -13% | -$442K | 0.02% | 415 |
|
|
2022
Q3 | $2.95M | Sell |
73,037
-18,109
| -20% | -$731K | 0.02% | 410 |
|
|
2022
Q2 | $3.81M | Sell |
91,146
-26,381
| -22% | -$1.1M | 0.02% | 380 |
|
|
2022
Q1 | $6.14M | Sell |
117,527
-9,692
| -8% | -$506K | 0.03% | 336 |
|
|
2021
Q4 | $6.03M | Sell |
127,219
-5,994
| -4% | -$284K | 0.03% | 349 |
|
|
2021
Q3 | $6.06M | Sell |
133,213
-830
| -0.6% | -$37.8K | 0.03% | 344 |
|
|
2021
Q2 | $6.39M | Sell |
134,043
-13,680
| -9% | -$652K | 0.03% | 344 |
|
|
2021
Q1 | $7.56M | Sell |
147,723
-12,672
| -8% | -$648K | 0.04% | 296 |
|
|
2020
Q4 | $6.58M | Sell |
160,395
-226
| -0.1% | -$9.27K | 0.04% | 307 |
|
|
2020
Q3 | $6.21M | Sell |
160,621
-1,681
| -1% | -$65K | 0.04% | 309 |
|
|
2020
Q2 | $6.37M | Buy |
162,302
+836
| +0.5% | +$32.8K | 0.05% | 315 |
|
|
2020
Q1 | $5.23M | Buy |
161,466
+4,948
| +3% | +$160K | 0.04% | 327 |
|
|
2019
Q4 | $7.81M | Sell |
156,518
-878,170
| -85% | -$43.8M | 0.05% | 338 |
|
|
2019
Q3 | $42.3M | Buy |
1,034,688
+863,778
| +505% | +$35.3M | 0.3% | 77 |
|
|
2019
Q2 | $8.09M | Buy |
170,910
+25,758
| +18% | +$1.22M | 0.05% | 328 |
|
|
2019
Q1 | $8.34M | Buy |
145,152
+35,247
| +32% | +$2.02M | 0.06% | 321 |
|
|
2018
Q4 | $5.37M | Buy |
109,905
+16,914
| +18% | +$827K | 0.04% | 356 |
|
|
2018
Q3 | $5.61M | Sell |
92,991
-3,042
| -3% | -$183K | 0.04% | 412 |
|
|
2018
Q2 | $5.45M | Sell |
96,033
-5,015
| -5% | -$285K | 0.04% | 403 |
|
|
2018
Q1 | $6.3M | Buy |
101,048
+10,624
| +12% | +$662K | 0.05% | 369 |
|
|
2017
Q4 | $6.45M | Sell |
90,424
-167
| -0.2% | -$11.9K | 0.05% | 369 |
|
|
2017
Q3 | $5.75M | Sell |
90,591
-3,501
| -4% | -$222K | 0.05% | 367 |
|
|
2017
Q2 | $7.01M | Sell |
94,092
-4,895
| -5% | -$365K | 0.06% | 324 |
|
|
2017
Q1 | $7.07M | Sell |
98,987
-75,103
| -43% | -$5.36M | 0.07% | 317 |
|
|
2016
Q4 | $11.8M | Buy |
174,090
+61,587
| +55% | +$4.16M | 0.11% | 209 |
|
|
2016
Q3 | $7.11M | Sell |
112,503
-42,717
| -28% | -$2.7M | 0.07% | 324 |
|
|
2016
Q2 | $10.7M | Buy |
155,220
+15,118
| +11% | +$1.04M | 0.11% | 214 |
|
|
2016
Q1 | $8.78M | Sell |
140,102
-29,452
| -17% | -$1.85M | 0.1% | 231 |
|
|
2015
Q4 | $9.87M | Buy |
169,554
+63,659
| +60% | +$3.71M | 0.11% | 197 |
|
|
2015
Q3 | $5.76M | Buy |
105,895
+14,880
| +16% | +$810K | 0.07% | 291 |
|
|
2015
Q2 | $4.45M | Sell |
91,015
-59,876
| -40% | -$2.93M | 0.05% | 362 |
|
|
2015
Q1 | $7.55M | Buy |
150,891
+20,701
| +16% | +$1.04M | 0.09% | 267 |
|
|
2014
Q4 | $6.41M | Sell |
130,190
-12,226
| -9% | -$602K | 0.1% | 227 |
|
|
2014
Q3 | $6.54M | Sell |
142,416
-76,142
| -35% | -$3.5M | 0.11% | 208 |
|
|
2014
Q2 | $9.17M | Sell |
218,558
-39,257
| -15% | -$1.65M | 0.17% | 156 |
|
|
2014
Q1 | $9.65M | Buy |
257,815
+218,802
| +561% | +$8.19M | 0.21% | 115 |
|
|
2013
Q4 | $1.5M | Sell |
39,013
-253,082
| -87% | -$9.72M | 0.05% | 282 |
|
|
2013
Q3 | $10M | Sell |
292,095
-1,492
| -0.5% | -$51.2K | 0.32% | 69 |
|
|
2013
Q2 | $10.3M | Buy |
+293,587
| New | +$10.3M | 0.27% | 97 |
|