Castleview Partners’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 | $560K | Buy |
19,363
+5,753
| +42% | +$166K | 0.36% | 69 |
|
|
2025
Q1 | $385K | Sell |
13,610
-764
| -5% | -$21.6K | 0.26% | 100 |
|
|
2024
Q4 | $328K | Buy |
14,374
+1,046
| +8% | +$23.9K | 0.18% | 136 |
|
|
2024
Q3 | $293K | Buy |
13,328
+350
| +3% | +$7.7K | 0.17% | 142 |
|
|
2024
Q2 | $248K | Sell |
12,978
-143
| -1% | -$2.73K | 0.14% | 144 |
|
|
2024
Q1 | $231K | Buy |
13,121
+2,884
| +28% | +$50.8K | 0.13% | 165 |
|
|
2023
Q4 | $172K | Buy |
10,237
+2,165
| +27% | +$36.3K | 0.12% | 146 |
|
|
2023
Q3 | $121K | Sell |
8,072
-199
| -2% | -$2.99K | 0.11% | 154 |
|
|
2023
Q2 | $132K | Sell |
8,271
-4,087
| -33% | -$65.2K | 0.12% | 154 |
|
|
2023
Q1 | $238K | Buy |
12,358
+359
| +3% | +$6.91K | 0.21% | 112 |
|
|
2022
Q4 | $221K | Buy |
11,999
+706
| +6% | +$13K | 0.22% | 109 |
|
|
2022
Q3 | $173K | Buy |
11,293
+6,187
| +121% | +$94.8K | 0.17% | 134 |
|
|
2022
Q2 | $555K | Sell |
5,106
-5,760
| -53% | -$626K | 0.44% | 47 |
|
|
2022
Q1 | $193K | Sell |
10,866
-357,635
| -97% | -$6.35M | 0.12% | 168 |
|
|
2021
Q4 | $11.3K | Buy |
+368,501
| New | +$11.3K | 0.09% | 86 |
|
|
2021
Q2 | $263K | Buy |
+12,117
| New | +$263K | 0.12% | 186 |
|
|
2018
Q1 | $481K | Buy |
+17,873
| New | +$481K | 0.4% | 59 |
|