AG
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Advocate Group’s AT&T T Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$225K Sell
7,787
-603
-7% -$17.5K 0.04% 113
2025
Q1
$237K Buy
+8,390
New +$237K 0.04% 106
2023
Q4
Sell
-12,081
Closed -$181K 119
2023
Q3
$181K Sell
12,081
-253,271
-95% -$3.8M 0.04% 116
2023
Q2
$4.23M Sell
265,352
-58,790
-18% -$938K 0.93% 50
2023
Q1
$6.24M Sell
324,142
-51,084
-14% -$983K 1.36% 31
2022
Q4
$6.91M Buy
375,226
+54,120
+17% +$996K 1.49% 26
2022
Q3
$4.93M Buy
321,106
+35,463
+12% +$544K 1.22% 34
2022
Q2
$5.99M Buy
+285,643
New +$5.99M 1.39% 30