Addison Advisors’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $303K | Buy |
10,477
+1,530
| +17% | +$44.3K | 0.08% | 168 |
|
|
2025
Q1 | $253K | Buy |
8,947
+422
| +5% | +$11.9K | 0.07% | 174 |
|
|
2024
Q4 | $194K | Buy |
8,525
+150
| +2% | +$3.42K | 0.05% | 212 |
|
|
2024
Q3 | $184K | Buy |
8,375
+373
| +5% | +$8.21K | 0.05% | 224 |
|
|
2024
Q2 | $153K | Buy |
8,002
+1,152
| +17% | +$22K | 0.05% | 237 |
|
|
2024
Q1 | $121K | Sell |
6,850
-345
| -5% | -$6.07K | 0.04% | 267 |
|
|
2023
Q4 | $121K | Buy |
7,195
+991
| +16% | +$16.6K | 0.05% | 252 |
|
|
2023
Q3 | $93.2K | Buy |
6,204
+18
| +0.3% | +$270 | 0.04% | 255 |
|
|
2023
Q2 | $98.7K | Sell |
6,186
-91
| -1% | -$1.45K | 0.05% | 245 |
|
|
2023
Q1 | $121K | Sell |
6,277
-62
| -1% | -$1.19K | 0.07% | 197 |
|
|
2022
Q4 | $117K | Buy |
+6,339
| New | +$117K | 0.07% | 191 |
|
|
2022
Q1 | – | Sell |
-15,181
| Closed | -$282K | – | 784 |
|
|
2021
Q4 | $282K | Buy |
15,181
+7,241
| +91% | +$135K | 0.17% | 93 |
|
|
2021
Q3 | $162K | Buy |
7,940
+37
| +0.5% | +$755 | 0.13% | 92 |
|
|
2021
Q2 | $172K | Buy |
+7,903
| New | +$172K | 0.14% | 89 |
|
|
2020
Q4 | $183K | Buy |
+8,433
| New | +$183K | 0.18% | 81 |
|