Fi3 Financial 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 | $374K | Sell |
12,922
-630
| -5% | -$18.2K | 0.13% | 75 |
|
|
2025
Q1 | $383K | Sell |
13,552
-1,295
| -9% | -$36.6K | 0.16% | 64 |
|
|
2024
Q4 | $338K | Buy |
14,847
+155
| +1% | +$3.53K | 0.13% | 65 |
|
|
2024
Q3 | $323K | Buy |
14,692
+1,079
| +8% | +$23.7K | 0.13% | 65 |
|
|
2024
Q2 | $260K | Buy |
13,613
+423
| +3% | +$8.08K | 0.11% | 65 |
|
|
2024
Q1 | $222K | Buy |
13,190
+2,072
| +19% | +$34.9K | 0.1% | 76 |
|
|
2023
Q4 | $187K | Sell |
11,118
-96
| -0.9% | -$1.61K | 0.09% | 70 |
|
|
2023
Q3 | $168K | Buy |
+11,214
| New | +$168K | 0.09% | 67 |
|
|
2023
Q2 | – | Sell |
-10,887
| Closed | -$210K | – | 78 |
|
|
2023
Q1 | $210K | Sell |
10,887
-136
| -1% | -$2.62K | 0.11% | 68 |
|
|
2022
Q4 | $203K | Buy |
+11,023
| New | +$203K | 0.12% | 67 |
|
|
2021
Q2 | – | Sell |
-9,273
| Closed | -$212K | – | 52 |
|
|
2021
Q1 | $212K | Buy |
+9,273
| New | +$212K | 0.18% | 44 |
|