Cape Investment Advisory’s AT&T T Stock Holding History

Cape Investment Advisory’s Portfolio T Stock Details T Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$348K	Sell
2025 Q1	$346K	Buy
2024 Q4	$184K	Buy
2024 Q3	$173K	Sell
2024 Q2	$151K	Sell
2024 Q1	$172K	Sell
2023 Q4	$332K	Buy
2023 Q3	$111K	Sell
2023 Q2	$342K	Buy
2023 Q1	$369K	Buy