CI
Cavalier Investments’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.52M | Sell |
121,577
-2,461
| -2% | -$71.2K | 1.07% | 22 |
|
|
2025
Q1 | $3.51M | Sell |
124,038
-214
| -0.2% | -$6.05K | 1.19% | 26 |
|
|
2024
Q4 | $2.83M | Buy |
124,252
+5,136
| +4% | +$117K | 0.95% | 25 |
|
|
2024
Q3 | $2.62M | Buy |
119,116
+7,420
| +7% | +$163K | 0.8% | 37 |
|
|
2024
Q2 | $2.13M | Buy |
111,696
+3,293
| +3% | +$62.9K | 0.66% | 43 |
|
|
2024
Q1 | $1.91M | Buy |
108,403
+6,124
| +6% | +$108K | 0.7% | 39 |
|
|
2023
Q4 | $1.72M | Buy |
102,279
+2,489
| +2% | +$41.8K | 0.63% | 47 |
|
|
2023
Q3 | $1.5M | Buy |
+99,790
| New | +$1.5M | 0.59% | 56 |
|
|
2017
Q1 | – | Sell |
-21,100
| Closed | -$897K | – | 182 |
|
|
2016
Q4 | $897K | Sell |
21,100
-18,200
| -46% | -$774K | 0.58% | 36 |
|
|
2016
Q3 | $1.6M | Sell |
39,300
-3,000
| -7% | -$122K | 0.97% | 18 |
|
|
2016
Q2 | $1.83M | Hold |
42,300
| – | – | 1.07% | 17 |
|
|
2016
Q1 | $1.66M | Buy |
+42,300
| New | +$1.66M | 0.95% | 19 |
|