Compass Financial 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
$111K Buy
3,833
+21
+0.6% +$608 0.05% 62
2025
Q1
$108K Buy
3,812
+1,771
+87% +$50.1K 0.06% 53
2024
Q4
$46.5K Buy
+2,041
New +$46.5K 0.03% 71