Bogart Wealth LLC’s AT&T T Stock Holding History

Bogart Wealth LLC’s Portfolio T Stock Details T Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$8.7M	Buy	300,702 +4,223	+1%	+$122K	0.37%	61
2025 Q1	$8.38M	Sell	296,479 -217,923	-42%	-$6.16M	0.4%	58
2024 Q4	$11.7M	Sell	514,402 -5,280	-1%	-$120K	0.56%	36
2024 Q3	$11.4M	Sell	519,682 -4,840	-0.9%	-$106K	0.54%	38
2024 Q2	$10M	Buy	524,522 +7,375	+1%	+$141K	0.51%	44
2024 Q1	$9.1M	Buy	517,147 +8,494	+2%	+$149K	0.47%	48
2023 Q4	$8.54M	Sell	508,653 -847	-0.2%	-$14.2K	0.48%	47
2023 Q3	$7.65M	Buy	509,500 +8,334	+2%	+$125K	0.47%	49
2023 Q2	$7.99M	Buy	501,166 +11,705	+2%	+$187K	0.51%	46
2023 Q1	$9.42M	Buy	489,461 +35,595	+8%	+$685K	0.63%	33
2022 Q4	$8.36M	Buy	453,866 +22,048	+5%	+$406K	0.58%	34
2022 Q3	$6.62M	Buy	431,818 +69,390	+19%	+$1.06M	0.55%	39
2022 Q2	$7.6M	Buy	362,428 +346,981	+2,246%	+$7.27M	0.67%	34
2022 Q1	$276K	Buy	15,447 +2,845	+23%	+$50.8K	0.02%	144
2021 Q4	$234K	Buy	12,602 +593	+5%	+$11K	0.02%	148
2021 Q3	$245K	Sell	12,009 -2,227	-16%	-$45.4K	0.02%	140
2021 Q2	$309K	Sell	14,236 -2,127	-13%	-$46.2K	0.03%	127
2021 Q1	$374K	Buy	16,363 +1,751	+12%	+$40K	0.05%	112
2020 Q4	$317K	Buy	14,612 +1,876	+15%	+$40.7K	0.06%	115
2020 Q3	$274K	Sell	12,736 -157	-1%	-$3.38K	0.06%	116
2020 Q2	$294K	Buy	12,893 +2,849	+28%	+$65K	0.07%	110
2020 Q1	$221K	Sell	10,044 -2,801	-22%	-$61.6K	0.06%	116
2019 Q4	$379K	Buy	12,845 +969	+8%	+$28.6K	0.12%	87
2019 Q3	$339K	Buy	11,876 +2,775	+30%	+$79.2K	0.17%	73
2019 Q2	$230K	Buy	9,101 +292	+3%	+$7.38K	0.14%	87
2019 Q1	$208K	Sell	8,809 -25	-0.3%	-$590	0.1%	84
2018 Q4	$190K	Sell	8,834 -16,506	-65%	-$355K	0.09%	72
2018 Q3	$643K	Buy	25,340 +2,110	+9%	+$53.5K	0.37%	43
2018 Q2	$563K	Buy	23,230 +476	+2%	+$11.5K	0.34%	44
2018 Q1	$621K	Buy	22,754 +4,703	+26%	+$128K	0.36%	43
2017 Q4	$530K	Buy	18,051 +11,892	+193%	+$349K	0.34%	45
2017 Q3	$178K	Buy	+6,159	New	+$178K	0.13%	66