Cape Investment Advisory’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 | $348K | Sell |
12,009
-227
| -2% | -$6.57K | 0.13% | 125 |
|
|
2025
Q1 | $346K | Buy |
12,236
+4,153
| +51% | +$117K | 0.14% | 119 |
|
|
2024
Q4 | $184K | Buy |
8,083
+201
| +3% | +$4.58K | 0.07% | 177 |
|
|
2024
Q3 | $173K | Sell |
7,882
-42
| -0.5% | -$924 | 0.07% | 181 |
|
|
2024
Q2 | $151K | Sell |
7,924
-1,844
| -19% | -$35.2K | 0.07% | 182 |
|
|
2024
Q1 | $172K | Sell |
9,768
-10,036
| -51% | -$177K | 0.08% | 164 |
|
|
2023
Q4 | $332K | Buy |
19,804
+12,430
| +169% | +$209K | 0.16% | 98 |
|
|
2023
Q3 | $111K | Sell |
7,374
-14,077
| -66% | -$211K | 0.06% | 199 |
|
|
2023
Q2 | $342K | Buy |
21,451
+2,272
| +12% | +$36.2K | 0.19% | 87 |
|
|
2023
Q1 | $369K | Buy |
+19,179
| New | +$369K | 0.23% | 76 |
|