Fortis Group 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 | $2.07M | Sell |
74,974
-25,850
| -26% | -$713K | 0.38% | 65 |
|
2025
Q1 | $2.85M | Sell |
100,824
-17,192
| -15% | -$486K | 0.55% | 55 |
|
2024
Q4 | $2.69M | Buy |
118,016
+67,053
| +132% | +$1.53M | 0.5% | 53 |
|
2024
Q3 | $1.12M | Buy |
50,963
+5,880
| +13% | +$129K | 0.21% | 87 |
|
2024
Q2 | $862K | Sell |
45,083
-16,139
| -26% | -$308K | 0.17% | 89 |
|
2024
Q1 | $1.08M | Buy |
61,222
+13,340
| +28% | +$235K | 0.2% | 88 |
|
2023
Q4 | $878K | Buy |
47,882
+8,104
| +20% | +$149K | 0.22% | 51 |
|
2023
Q3 | $725K | Buy |
39,778
+9,450
| +31% | +$172K | 0.22% | 54 |
|
2023
Q2 | $484K | Sell |
30,328
-22
| -0.1% | -$351 | 0.13% | 87 |
|
2023
Q1 | $536K | Buy |
+30,350
| New | +$536K | 0.16% | 67 |
|
2020
Q3 | $2.53M | Buy |
+117,399
| New | +$2.53M | 0.49% | 28 |
|