CFS Investment 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 | $684K | Sell |
23,622
-960
| -4% | -$27.8K | 0.06% | 199 |
|
2025
Q1 | $695K | Buy |
24,582
+1,868
| +8% | +$52.8K | 0.06% | 190 |
|
2024
Q4 | $517K | Buy |
22,714
+126
| +0.6% | +$2.87K | 0.05% | 209 |
|
2024
Q3 | $497K | Buy |
22,588
+1,304
| +6% | +$28.7K | 0.04% | 204 |
|
2024
Q2 | $407K | Buy |
21,284
+337
| +2% | +$6.44K | 0.03% | 193 |
|
2024
Q1 | $369K | Buy |
20,947
+272
| +1% | +$4.79K | 0.06% | 127 |
|
2023
Q4 | $347K | Sell |
20,675
-5,291
| -20% | -$88.8K | 0.06% | 126 |
|
2023
Q3 | $390K | Buy |
25,966
+10,770
| +71% | +$162K | 0.06% | 135 |
|
2023
Q2 | $242K | Buy |
15,196
+4,303
| +40% | +$68.5K | 0.03% | 225 |
|
2023
Q1 | $209K | Buy |
10,893
+306
| +3% | +$5.87K | 0.04% | 133 |
|
2022
Q4 | $195K | Sell |
10,587
-186,555
| -95% | -$3.44M | 0.04% | 123 |
|
2022
Q3 | $197K | Buy |
197,142
+184,242
| +1,428% | +$184K | 0.05% | 124 |
|
2022
Q2 | $270K | Sell |
12,900
-484,143
| -97% | -$10.1M | 0.04% | 190 |
|
2022
Q1 | $16K | Buy |
497,043
+481,744
| +3,149% | +$15.5K | 0.07% | 129 |
|
2021
Q4 | $295K | Buy |
15,299
+4,760
| +45% | +$91.8K | 0.04% | 194 |
|
2021
Q3 | $216K | Buy |
+10,539
| New | +$216K | 0.03% | 191 |
|
2020
Q4 | $1.6M | Buy |
+73,608
| New | +$1.6M | 0.25% | 104 |
|