BFA
Beacon Financial Advisory’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Buy |
48,785
+19,561
| +67% | +$566K | 0.37% | 63 |
|
|
2025
Q1 | $826K | Sell |
29,224
-422
| -1% | -$11.9K | 0.25% | 109 |
|
|
2024
Q4 | $675K | Sell |
29,646
-60,367
| -67% | -$1.37M | 0.22% | 126 |
|
|
2024
Q3 | $1.98M | Sell |
90,013
-19,690
| -18% | -$433K | 0.67% | 28 |
|
|
2024
Q2 | $2.1M | Buy |
109,703
+16,227
| +17% | +$310K | 0.78% | 20 |
|
|
2024
Q1 | $1.65M | Buy |
93,476
+13,727
| +17% | +$242K | 0.8% | 21 |
|
|
2023
Q4 | $1.34M | Sell |
79,749
-1,302
| -2% | -$21.8K | 0.65% | 35 |
|
|
2023
Q3 | $1.22M | Sell |
81,051
-2,352
| -3% | -$35.3K | 0.67% | 36 |
|
|
2023
Q2 | $1.33M | Buy |
83,403
+8,051
| +11% | +$128K | 0.76% | 30 |
|
|
2023
Q1 | $1.45M | Buy |
75,352
+2,956
| +4% | +$56.9K | 0.92% | 22 |
|
|
2022
Q4 | $1.33M | Buy |
72,396
+4,052
| +6% | +$74.6K | 0.95% | 23 |
|
|
2022
Q3 | $1.05M | Sell |
68,344
-3,952
| -5% | -$60.6K | 0.75% | 36 |
|
|
2022
Q2 | $1.52M | Sell |
72,296
-424
| -0.6% | -$8.89K | 0.86% | 30 |
|
|
2022
Q1 | $1.72M | Buy |
72,720
+6,049
| +9% | +$143K | 0.82% | 29 |
|
|
2021
Q4 | $1.64M | Sell |
66,671
-2,831
| -4% | -$69.6K | 0.76% | 31 |
|
|
2021
Q3 | $1.88M | Buy |
69,502
+12,469
| +22% | +$337K | 0.98% | 26 |
|
|
2021
Q2 | $1.64M | Buy |
57,033
+6,448
| +13% | +$186K | 0.88% | 27 |
|
|
2021
Q1 | $1.53M | Buy |
50,585
+3,493
| +7% | +$106K | 0.88% | 25 |
|
|
2020
Q4 | $1.35M | Buy |
47,092
+18,174
| +63% | +$523K | 0.88% | 30 |
|
|
2020
Q3 | $824K | Buy |
28,918
+11,806
| +69% | +$336K | 0.72% | 36 |
|
|
2020
Q2 | $517K | Buy |
17,112
+1,751
| +11% | +$52.9K | 0.56% | 50 |
|
|
2020
Q1 | $447K | Buy |
15,361
+150
| +1% | +$4.37K | 0.57% | 56 |
|
|
2019
Q4 | $594K | Buy |
+15,211
| New | +$594K | 0.51% | 58 |
|