Beacon Investment 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
$642K Buy
22,879
+106
+0.5% +$2.98K 0.28% 85
2025
Q1
$644K Buy
22,773
+129
+0.6% +$3.65K 0.3% 85
2024
Q4
$516K Sell
22,644
-1,987
-8% -$45.2K 0.24% 98
2024
Q3
$542K Sell
24,631
-159
-0.6% -$3.5K 0.26% 95
2024
Q2
$474K Buy
24,790
+199
+0.8% +$3.8K 0.24% 98
2024
Q1
$433K Sell
24,591
-120
-0.5% -$2.11K 0.25% 92
2023
Q4
$415K Sell
24,711
-993
-4% -$16.7K 0.26% 87
2023
Q3
$386K Sell
25,704
-2,046
-7% -$30.7K 0.27% 89
2023
Q2
$443K Sell
27,750
-13,448
-33% -$214K 0.3% 86
2023
Q1
$793K Sell
41,198
-1,685
-4% -$32.4K 0.58% 56
2022
Q4
$789K Buy
+42,883
New +$789K 0.66% 50