Fortitude Advisory Group’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-15,614
| Closed | -$275K | – | 219 |
|
|
2024
Q1 | $275K | Sell |
15,614
-6,258
| -29% | -$110K | 0.16% | 140 |
|
|
2023
Q4 | $367K | Sell |
21,872
-3,024
| -12% | -$50.7K | 0.22% | 100 |
|
|
2023
Q3 | $374K | Sell |
24,896
-227
| -0.9% | -$3.41K | 0.25% | 91 |
|
|
2023
Q2 | $401K | Buy |
25,123
+407
| +2% | +$6.49K | 0.29% | 87 |
|
|
2023
Q1 | $476K | Sell |
24,716
-53
| -0.2% | -$1.02K | 0.37% | 66 |
|
|
2022
Q4 | $456K | Buy |
24,769
+4,098
| +20% | +$75.4K | 0.39% | 68 |
|
|
2022
Q3 | $317K | Buy |
20,671
+774
| +4% | +$11.9K | 0.3% | 88 |
|
|
2022
Q2 | $417K | Sell |
19,897
-3,950
| -17% | -$82.8K | 0.38% | 70 |
|
|
2022
Q1 | $426K | Buy |
23,847
+427
| +2% | +$7.63K | 0.23% | 76 |
|
|
2021
Q4 | $435K | Buy |
+23,420
| New | +$435K | 0.22% | 76 |
|