Ergawealth 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
Q2 | $380K | Buy |
13,117
+867
| +7% | +$25.1K | 0.17% | 52 |
|
2025
Q1 | $346K | Hold |
12,250
| – | – | 0.17% | 47 |
|
2024
Q4 | $279K | Sell |
12,250
-101
| -0.8% | -$2.3K | 0.14% | 54 |
|
2024
Q3 | $272K | Sell |
12,351
-247
| -2% | -$5.43K | 0.13% | 53 |
|
2024
Q2 | $241K | Sell |
12,598
-346
| -3% | -$6.61K | 0.13% | 57 |
|
2024
Q1 | $228K | Buy |
12,944
+1,828
| +16% | +$32.2K | 0.12% | 57 |
|
2023
Q4 | $187K | Buy |
11,116
+747
| +7% | +$12.5K | 0.11% | 51 |
|
2023
Q3 | $156K | Hold |
10,369
| – | – | 0.11% | 50 |
|
2023
Q2 | $165K | Buy |
+10,369
| New | +$165K | 0.11% | 48 |
|