Coulter & Justus 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-12,644
| Closed | -$212K | – | 122 |
|
|
2023
Q4 | $212K | Buy |
12,644
+252
| +2% | +$4.23K | 0.14% | 37 |
|
|
2023
Q3 | $186K | Buy |
12,392
+1,811
| +17% | +$27.2K | 0.14% | 40 |
|
|
2023
Q2 | $169K | Buy |
10,581
+520
| +5% | +$8.29K | 0.11% | 42 |
|
|
2023
Q1 | $194K | Buy |
+10,061
| New | +$194K | 0.13% | 48 |
|
|
2022
Q1 | – | Sell |
-15,139
| Closed | -$281K | – | 48 |
|
|
2021
Q4 | $281K | Buy |
+15,139
| New | +$281K | 0.22% | 41 |
|