Financial Advocates Investment Management’s AT&T T Stock Holding History

Financial Advocates Investment Management’s Portfolio T Stock Details T Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$836K	Sell	28,876 -870	-3%	-$25.2K	0.07%	259
2025 Q1	$841K	Sell	29,746 -32,429	-52%	-$917K	0.06%	315
2024 Q4	$1.42M	Sell	62,175 -15,135	-20%	-$345K	0.08%	227
2024 Q3	$1.7M	Buy	77,310 +5,650	+8%	+$124K	0.1%	204
2024 Q2	$1.37M	Sell	71,660 -8,653	-11%	-$165K	0.08%	223
2024 Q1	$1.41M	Sell	80,313 -2,161	-3%	-$38K	0.08%	241
2023 Q4	$1.38M	Sell	82,474 -8,906	-10%	-$149K	0.09%	222
2023 Q3	$1.37M	Sell	91,380 -7,942	-8%	-$119K	0.1%	217
2023 Q2	$1.58M	Buy	99,322 +9,636	+11%	+$154K	0.11%	194
2023 Q1	$1.73M	Sell	89,686 -29,618	-25%	-$570K	0.12%	187
2022 Q4	$2.2M	Buy	119,304 +18,788	+19%	+$346K	0.16%	151
2022 Q3	$1.83M	Buy	100,516 +10,792	+12%	+$197K	0.15%	155
2022 Q2	$1.88M	Sell	89,724 -166,471	-65%	-$3.49M	0.15%	163
2022 Q1	$4.57M	Buy	256,195 +10,982	+4%	+$196K	0.3%	79
2021 Q4	$4.56M	Sell	245,213 -31,177	-11%	-$579K	0.29%	82
2021 Q3	$5.64M	Buy	276,390 +3,311	+1%	+$67.6K	0.38%	52
2021 Q2	$5.94M	Buy	273,079 +12,530	+5%	+$272K	0.4%	46
2021 Q1	$5.96M	Sell	260,549 -1,942	-0.7%	-$44.4K	0.42%	46
2020 Q4	$5.7M	Buy	+262,491	New	+$5.7M	0.39%	56
2020 Q3	–	Sell	-167,940	Closed	-$3.85M	–	664
2020 Q2	$3.85M	Buy	167,940 +28,177	+20%	+$645K	0.36%	59
2020 Q1	$3.08M	Buy	139,763 +4,404	+3%	+$97K	0.44%	57
2019 Q4	$4M	Sell	135,359 -1,393	-1%	-$41.1K	0.43%	55
2019 Q3	$3.91M	Sell	136,752 -7,821	-5%	-$224K	0.45%	54
2019 Q2	$3.66M	Buy	144,573 +3,239	+2%	+$82.1K	0.42%	56
2019 Q1	$3.35M	Buy	141,334 +997	+0.7%	+$23.6K	0.42%	65
2018 Q4	$3.03M	Sell	140,337 -13,536	-9%	-$292K	0.41%	66
2018 Q3	$3.9M	Sell	153,873 -1,022	-0.7%	-$25.9K	0.44%	53
2018 Q2	$3.77M	Buy	154,895 +3,135	+2%	+$76.3K	0.46%	53
2018 Q1	$4.09M	Buy	151,760 +9,818	+7%	+$264K	0.53%	44
2017 Q4	$4.17M	Buy	+141,942	New	+$4.17M	0.57%	41