EFG
Ethos Financial Group’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.99M | Buy |
103,233
+436
| +0.4% | +$12.6K | 0.26% | 89 |
|
|
2025
Q1 | $2.83M | Buy |
102,797
+88,796
| +634% | +$2.44M | 0.27% | 87 |
|
|
2024
Q4 | $319K | Buy |
14,001
+3,288
| +31% | +$74.9K | 0.04% | 212 |
|
|
2024
Q3 | $236K | Buy |
10,713
+79
| +0.7% | +$1.74K | 0.04% | 243 |
|
|
2024
Q2 | $203K | Sell |
10,634
-2,084
| -16% | -$39.8K | 0.04% | 260 |
|
|
2024
Q1 | $231K | Sell |
12,718
-999
| -7% | -$18.1K | 0.04% | 240 |
|
|
2023
Q4 | $230K | Buy |
13,717
+1,077
| +9% | +$18.1K | 0.05% | 229 |
|
|
2023
Q3 | $190K | Buy |
12,640
+306
| +2% | +$4.6K | 0.05% | 168 |
|
|
2023
Q2 | $237K | Hold |
12,334
| – | – | 0.08% | 119 |
|
|
2023
Q1 | $237K | Buy |
+12,334
| New | +$237K | 0.07% | 146 |
|