Elevation Wealth Partners’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 | $62.4K | Buy |
2,157
+12
| +0.6% | +$347 | 0.02% | 211 |
|
|
2025
Q1 | $60.7K | Sell |
2,145
-418
| -16% | -$11.8K | 0.03% | 211 |
|
|
2024
Q4 | $58.4K | Buy |
2,563
+587
| +30% | +$13.4K | 0.02% | 211 |
|
|
2024
Q3 | $43.5K | Buy |
1,976
+1,166
| +144% | +$25.7K | 0.02% | 233 |
|
|
2024
Q2 | $15.5K | Buy |
810
+431
| +114% | +$8.24K | 0.01% | 309 |
|
|
2024
Q1 | $6.67K | Sell |
379
-230
| -38% | -$4.05K | ﹤0.01% | 378 |
|
|
2023
Q4 | $9.15K | Buy |
609
+230
| +61% | +$3.46K | 0.01% | 340 |
|
|
2023
Q3 | $5.69K | Hold |
379
| – | – | ﹤0.01% | 266 |
|
|
2023
Q2 | $6.05K | Hold |
379
| – | – | 0.01% | 275 |
|
|
2023
Q1 | $7.3K | Buy |
+379
| New | +$7.3K | 0.01% | 275 |
|