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