Crown Oak Advisors’s AT&T T Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-245,595
| Closed | -$5.59M | – | 26 |
|
2024
Q4 | $5.59M | Buy |
245,595
+403
| +0.2% | +$9.18K | 2.88% | 16 |
|
2024
Q3 | $5.39M | Sell |
245,192
-20,980
| -8% | -$462K | 3% | 16 |
|
2024
Q2 | $5.09M | Sell |
266,172
-32
| -0% | -$612 | 2.87% | 16 |
|
2024
Q1 | $4.69M | Sell |
266,204
-5,094
| -2% | -$89.7K | 2.58% | 16 |
|
2023
Q4 | $4.55M | Buy |
+271,298
| New | +$4.55M | 2.66% | 16 |
|