Cladis 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
$2.73M Buy
94,289
+10,479
+13% +$303K 1.71% 12
2025
Q1
$2.37M Sell
83,810
-7,611
-8% -$215K 1.72% 11
2024
Q4
$2.08M Sell
91,421
-1,797
-2% -$40.9K 1.48% 15
2024
Q3
$2.05M Sell
93,218
-6,469
-6% -$142K 1.42% 18
2024
Q2
$1.91M Sell
99,687
-1,940
-2% -$37.1K 1.38% 16
2024
Q1
$1.79M Sell
101,627
-12,978
-11% -$228K 1.31% 18
2023
Q4
$1.92M Sell
114,605
-515
-0.4% -$8.64K 1.51% 13
2023
Q3
$1.73M Buy
115,120
+32,943
+40% +$495K 1.51% 13
2023
Q2
$1.31M Buy
82,177
+10,461
+15% +$167K 1.14% 22
2023
Q1
$1.38M Buy
71,716
+2,201
+3% +$42.4K 1.24% 21
2022
Q4
$1.28M Buy
69,515
+1,300
+2% +$23.9K 1.27% 22
2022
Q3
$1.05M Buy
68,215
+1,501
+2% +$23K 1.13% 26
2022
Q2
$1.4M Sell
66,714
-22,675
-25% -$475K 1.4% 20
2022
Q1
$1.6M Buy
89,389
+1,326
+2% +$23.7K 1.29% 21
2021
Q4
$1.64M Buy
+88,063
New +$1.64M 1.31% 19