Campion Asset Management’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,541
| Closed | -$177K | – | 105 |
|
|
2023
Q4 | $177K | Sell |
10,541
-1,695
| -14% | -$28.4K | 0.15% | 96 |
|
|
2023
Q3 | $184K | Hold |
12,236
| – | – | 0.17% | 94 |
|
|
2023
Q2 | $195K | Hold |
12,236
| – | – | 0.17% | 94 |
|
|
2023
Q1 | $236K | Hold |
12,236
| – | – | 0.22% | 85 |
|
|
2022
Q4 | $225K | Sell |
12,236
-450
| -4% | -$8.29K | 0.22% | 84 |
|
|
2022
Q3 | $195K | Hold |
12,686
| – | – | 0.21% | 84 |
|
|
2022
Q2 | $266K | Buy |
12,686
+177
| +1% | +$3.71K | 0.26% | 73 |
|
|
2022
Q1 | $223K | Hold |
12,509
| – | – | 0.19% | 87 |
|
|
2021
Q4 | $232K | Sell |
12,509
-16,620
| -57% | -$308K | 0.19% | 88 |
|
|
2021
Q3 | $594K | Hold |
29,129
| – | – | 0.53% | 38 |
|
|
2021
Q2 | $633K | Sell |
29,129
-3,500
| -11% | -$76.1K | 0.53% | 36 |
|
|
2021
Q1 | $746K | Buy |
+32,629
| New | +$746K | 0.56% | 33 |
|