EFG
Ethos Financial Group’s AT&T Series A T.PRA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Hold |
10,750
| – | – | 0.02% | 407 |
|
|
2025
Q1 | $226K | Hold |
10,750
| – | – | 0.02% | 364 |
|
|
2024
Q4 | $226K | Hold |
10,750
| – | – | 0.03% | 263 |
|
|
2024
Q3 | $240K | Hold |
10,750
| – | – | 0.04% | 238 |
|
|
2024
Q2 | $227K | Hold |
10,750
| – | – | 0.04% | 242 |
|
|
2024
Q1 | $230K | Hold |
10,750
| – | – | 0.04% | 242 |
|
|
2023
Q4 | $226K | Buy |
+10,750
| New | +$226K | 0.05% | 231 |
|
|
2023
Q2 | – | Sell |
-10,750
| Closed | -$244K | – | 164 |
|
|
2023
Q1 | $244K | Buy |
+10,750
| New | +$244K | 0.08% | 141 |
|