Dogwood Wealth Management’s AT&T T Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$14.1K Sell
499
-4,718
-90% -$133K 0.01% 219
2025
Q1
$148K Buy
5,217
+207
+4% +$5.85K 0.08% 92
2024
Q4
$114K Sell
5,010
-1
-0% -$23 0.06% 95
2024
Q3
$110K Hold
5,011
0.06% 96
2024
Q2
$95.8K Hold
5,011
0.06% 100
2024
Q1
$88.2K Buy
5,011
+5,010
+501,000% +$88.2K 0.06% 113
2023
Q4
$22 Buy
+1
New +$22 ﹤0.01% 237