Capital Advisory Group Advisory Services’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 | $262K | Hold |
9,064
| – | – | 0.09% | 153 |
|
2025
Q1 | $256K | Hold |
9,064
| – | – | 0.1% | 148 |
|
2024
Q4 | $206K | Sell |
9,064
-200
| -2% | -$4.55K | 0.07% | 164 |
|
2024
Q3 | $204K | Buy |
+9,264
| New | +$204K | 0.08% | 146 |
|
2023
Q4 | – | Sell |
-20,720
| Closed | -$311K | – | 151 |
|
2023
Q3 | $311K | Sell |
20,720
-269
| -1% | -$4.04K | 0.18% | 113 |
|
2023
Q2 | $335K | Buy |
20,989
+720
| +4% | +$11.5K | 0.24% | 65 |
|
2023
Q1 | $390K | Sell |
20,269
-1,166
| -5% | -$22.4K | 0.23% | 93 |
|
2022
Q4 | $395K | Sell |
21,435
-1,959
| -8% | -$36.1K | 0.27% | 86 |
|
2022
Q3 | $359K | Sell |
23,394
-2,380
| -9% | -$36.5K | 0.25% | 91 |
|
2022
Q2 | $499K | Sell |
25,774
-11,093
| -30% | -$215K | 0.3% | 83 |
|
2022
Q1 | $658K | Buy |
36,867
+3,519
| +11% | +$62.8K | 0.31% | 81 |
|
2021
Q4 | $620K | Sell |
33,348
-22,383
| -40% | -$416K | 0.27% | 87 |
|
2021
Q3 | $1.14M | Buy |
55,731
+6,599
| +13% | +$135K | 0.41% | 64 |
|
2021
Q2 | $1.07M | Buy |
49,132
+10,314
| +27% | +$224K | 0.39% | 66 |
|
2021
Q1 | $887K | Buy |
38,818
+989
| +3% | +$22.6K | 0.34% | 76 |
|
2020
Q4 | $822K | Buy |
37,829
+14,010
| +59% | +$304K | 0.34% | 71 |
|
2020
Q3 | $513K | Sell |
23,819
-935
| -4% | -$20.1K | 0.27% | 80 |
|
2020
Q2 | $565K | Buy |
24,754
+12,972
| +110% | +$296K | 0.32% | 71 |
|
2020
Q1 | $260K | Sell |
11,782
-1,637
| -12% | -$36.1K | 0.32% | 52 |
|
2019
Q4 | $397K | Buy |
13,419
+4,775
| +55% | +$141K | 0.21% | 63 |
|
2019
Q3 | $247K | Hold |
8,644
| – | – | 0.16% | 65 |
|
2019
Q2 | $217K | Sell |
8,644
-192
| -2% | -$4.82K | 0.14% | 68 |
|
2019
Q1 | $207K | Sell |
8,836
-398
| -4% | -$9.32K | 0.15% | 71 |
|
2018
Q4 | $202K | Sell |
9,234
-205
| -2% | -$4.49K | 0.16% | 70 |
|
2018
Q3 | $237K | Sell |
9,439
-228
| -2% | -$5.73K | 0.16% | 71 |
|
2018
Q2 | $232K | Sell |
9,667
-1,014
| -9% | -$24.3K | 0.17% | 68 |
|
2018
Q1 | $288K | Buy |
+10,681
| New | +$288K | 0.21% | 60 |
|