Everhart Financial Group’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 | $1.71M | Buy |
59,095
+5,159
| +10% | +$149K | 0.2% | 70 |
|
|
2025
Q1 | $1.53M | Buy |
53,936
+4,072
| +8% | +$115K | 0.21% | 68 |
|
|
2024
Q4 | $1.14M | Buy |
49,864
+2,551
| +5% | +$58.1K | 0.23% | 89 |
|
|
2024
Q3 | $1.04M | Buy |
47,313
+5,670
| +14% | +$125K | 0.23% | 97 |
|
|
2024
Q2 | $796K | Buy |
41,643
+4,102
| +11% | +$78.4K | 0.21% | 101 |
|
|
2024
Q1 | $661K | Buy |
37,541
+2,962
| +9% | +$52.1K | 0.19% | 114 |
|
|
2023
Q4 | $580K | Buy |
34,579
+19,490
| +129% | +$327K | 0.21% | 99 |
|
|
2023
Q3 | $227K | Sell |
15,089
-8,613
| -36% | -$129K | 0.1% | 188 |
|
|
2023
Q2 | $378K | Buy |
23,702
+9,370
| +65% | +$149K | 0.16% | 125 |
|
|
2023
Q1 | $276K | Buy |
+14,332
| New | +$276K | 0.12% | 149 |
|
|
2022
Q4 | – | Sell |
-10,508
| Closed | -$161K | – | 226 |
|
|
2022
Q3 | $161K | Sell |
10,508
-17,880
| -63% | -$274K | 0.09% | 196 |
|
|
2022
Q2 | $596K | Buy |
28,388
+193
| +0.7% | +$4.05K | 0.36% | 58 |
|
|
2022
Q1 | $503K | Buy |
28,195
+14,421
| +105% | +$257K | 0.29% | 75 |
|
|
2021
Q4 | $256K | Sell |
13,774
-3,450
| -20% | -$64.1K | 0.15% | 97 |
|
|
2021
Q3 | $352K | Sell |
17,224
-1,560
| -8% | -$31.9K | 0.24% | 74 |
|
|
2021
Q2 | $409K | Buy |
18,784
+8,109
| +76% | +$177K | 0.28% | 64 |
|
|
2021
Q1 | $244K | Buy |
10,675
+393
| +4% | +$8.98K | 0.21% | 69 |
|
|
2020
Q4 | $223K | Buy |
+10,282
| New | +$223K | 0.21% | 74 |
|