CIA
Concurrent Investment Advisors’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.6M | Buy |
401,469
+87,816
| +28% | +$2.54M | 0.22% | 100 |
|
|
2025
Q1 | $8.87M | Buy |
313,653
+35,606
| +13% | +$1.01M | 0.22% | 104 |
|
|
2024
Q4 | $6.33M | Buy |
278,047
+470
| +0.2% | +$10.7K | 0.17% | 123 |
|
|
2024
Q3 | $6.11M | Sell |
277,577
-73,239
| -21% | -$1.61M | 0.18% | 118 |
|
|
2024
Q2 | $6.7M | Buy |
350,816
+117,223
| +50% | +$2.24M | 0.22% | 106 |
|
|
2024
Q1 | $4.11M | Sell |
233,593
-4,460
| -2% | -$78.5K | 0.17% | 138 |
|
|
2023
Q4 | $3.99M | Buy |
+238,053
| New | +$3.99M | 0.19% | 132 |
|