Citadel Investment Advisory’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
$421K Sell
14,531
-1,506
-9% -$43.6K 0.2% 57
2025
Q1
$454K Sell
16,037
-500
-3% -$14.2K 0.22% 56
2024
Q4
$377K Sell
16,537
-189
-1% -$4.31K 0.2% 61
2024
Q3
$368K Hold
16,726
0.19% 63
2024
Q2
$320K Sell
16,726
-11,299
-40% -$216K 0.18% 64
2024
Q1
$493K Hold
28,025
0.28% 60
2023
Q4
$470K Sell
28,025
-734
-3% -$12.3K 0.29% 59
2023
Q3
$432K Sell
28,759
-391
-1% -$5.87K 0.28% 59
2023
Q2
$465K Buy
29,150
+2,211
+8% +$35.3K 0.3% 55
2023
Q1
$519K Buy
26,939
+378
+1% +$7.28K 0.35% 50
2022
Q4
$489K Sell
26,561
-701
-3% -$12.9K 0.33% 51
2022
Q3
$418K Sell
27,262
-756
-3% -$11.6K 0.32% 56
2022
Q2
$662K Sell
28,018
-9,078
-24% -$214K 0.45% 48
2022
Q1
$662K Sell
37,096
-507
-1% -$9.05K 0.38% 52
2021
Q4
$699K Hold
37,603
0.41% 50
2021
Q3
$767K Hold
37,603
0.48% 49
2021
Q2
$817K Hold
37,603
0.51% 46
2021
Q1
$860K Hold
37,603
0.56% 46
2020
Q4
$817K Buy
+37,603
New +$817K 0.58% 44