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