Cassia Capital Partners’s AT&T T Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.45M Buy
2025
Q2
$1.33M Sell
2025
Q1
$1.36M Buy
2024
Q4
$1.06M Buy
2024
Q3
$851K Sell
2024
Q2
$798K Buy
2024
Q1
$703K Buy
2023
Q4
$509K Sell
2023
Q3
$463K Buy
2023
Q2
$483K Buy
2023
Q1
$369K Sell
2022
Q4
$361K Buy
2021
Q4
Sell
2021
Q3
$1.75M Buy