CIA
Compass Ion Advisors’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $283K | Buy |
9,771
+202
| +2% | +$5.85K | 0.03% | 222 |
|
|
2025
Q1 | $271K | Sell |
9,569
-1,390
| -13% | -$39.3K | 0.03% | 220 |
|
|
2024
Q4 | $250K | Sell |
10,959
-4,372
| -29% | -$99.6K | 0.03% | 229 |
|
|
2024
Q3 | $337K | Sell |
15,331
-2,078
| -12% | -$45.7K | 0.04% | 200 |
|
|
2024
Q2 | $306K | Hold |
17,409
| – | – | 0.04% | 189 |
|
|
2024
Q1 | $306K | Sell |
17,409
-889
| -5% | -$15.6K | 0.04% | 188 |
|
|
2023
Q4 | $307K | Sell |
18,298
-4,508
| -20% | -$75.6K | 0.05% | 184 |
|
|
2023
Q3 | $343K | Buy |
+22,806
| New | +$343K | 0.06% | 162 |
|
|
2020
Q1 | – | Sell |
-5,726
| Closed | -$224K | – | 63 |
|
|
2019
Q4 | $224K | Buy |
+5,726
| New | +$224K | 0.12% | 48 |
|