Compass Ion Advisors’s AT&T T Stock Holding History

Compass Ion Advisors’s Portfolio T Stock Details T Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$283K	Buy
2025 Q1	$271K	Sell
2024 Q4	$250K	Sell
2024 Q3	$337K	Sell
2024 Q2	$306K	Hold
2024 Q1	$306K	Sell
2023 Q4	$307K	Sell
2023 Q3	$343K	Buy
2020 Q1	–	Sell
2019 Q4	$224K	Buy