Financial Gravity Asset Management’s AT&T T Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$276K Buy
+9,760
New +$276K 0.06% 132
2024
Q2
$18.1K Sell
946
-9,137
-91% -$175K ﹤0.01% 406
2024
Q1
$174K Buy
10,083
+2,846
+39% +$49K 0.02% 221
2023
Q4
$4.24M Buy
7,237
+4,529
+167% +$2.65M 0.05% 125
2023
Q3
$4.16M Buy
2,708
+2,626
+3,202% +$4.04M 0.05% 123
2023
Q2
$1.16K Buy
+82
New +$1.16K ﹤0.01% 774
2023
Q1
Sell
-18
Closed -$4.58K 1621
2022
Q4
$4.58K Buy
+18
New +$4.58K 0.02% 418
2022
Q1
Sell
-6,073
Closed -$121 1009
2021
Q4
$121 Hold
6,073
﹤0.01% 663
2021
Q3
$124K Sell
6,073
-139
-2% -$2.84K 0.06% 292
2021
Q2
$135K Buy
6,212
+118
+2% +$2.56K 0.05% 270
2021
Q1
$637 Sell
6,094
-32
-0.5% -$3 0.01% 378
2020
Q4
$133K Buy
+6,126
New +$133K 0.12% 70
2020
Q2
Sell
-6,800
Closed -$12.6K 811
2020
Q1
$12.6K Sell
6,800
-2,427
-26% -$4.48K 0.04% 179
2019
Q4
$277K Sell
9,227
-1,162
-11% -$34.9K 0.19% 63
2019
Q3
$297K Sell
10,389
-476
-4% -$13.6K 0.26% 77
2019
Q2
$275K Buy
10,865
+1,087
+11% +$27.5K 0.23% 105
2019
Q1
$236K Buy
+9,778
New +$236K 0.19% 115
2018
Q3
$182K Sell
7,914
-2,056
-21% -$47.3K 0.19% 133
2018
Q2
$243K Sell
9,970
-5,616
-36% -$137K 0.23% 88
2018
Q1
$377K Buy
+15,586
New +$377K 0.39% 42