Alan B. Lancz & Associates’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $332K | Sell |
19,764
-3,565
| -15% | -$59.8K | 0.35% | 83 |
|
|
2023
Q3 | $350K | Sell |
23,329
-1,000
| -4% | -$15K | 0.4% | 78 |
|
|
2023
Q2 | $388K | Hold |
24,329
| – | – | 0.42% | 78 |
|
|
2023
Q1 | $468K | Sell |
24,329
-23
| -0.1% | -$443 | 0.49% | 61 |
|
|
2022
Q4 | $476K | Sell |
24,352
-2,640
| -10% | -$51.6K | 0.48% | 61 |
|
|
2022
Q3 | $414K | Hold |
26,992
| – | – | 0.49% | 59 |
|
|
2022
Q2 | $507K | Sell |
26,992
-10,668
| -28% | -$200K | 0.5% | 52 |
|
|
2022
Q1 | $672K | Sell |
37,660
-4,603
| -11% | -$82.1K | 0.59% | 40 |
|
|
2021
Q4 | $785K | Buy |
+42,263
| New | +$785K | 0.69% | 36 |
|