Genesee Capital 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 | $209K | Buy |
7,212
+22
| +0.3% | +$637 | 0.09% | 116 |
|
2025
Q1 | $203K | Buy |
+7,190
| New | +$203K | 0.1% | 112 |
|
2024
Q3 | – | Sell |
-16,379
| Closed | -$313K | – | 133 |
|
2024
Q2 | $313K | Buy |
16,379
+121
| +0.7% | +$2.31K | 0.15% | 91 |
|
2024
Q1 | $286K | Buy |
16,258
+4,497
| +38% | +$79.1K | 0.16% | 90 |
|
2023
Q4 | $197K | Buy |
11,761
+1,369
| +13% | +$23K | 0.12% | 105 |
|
2023
Q3 | $156K | Sell |
10,392
-92
| -0.9% | -$1.38K | 0.11% | 88 |
|
2023
Q2 | $167K | Buy |
10,484
+106
| +1% | +$1.69K | 0.11% | 85 |
|
2023
Q1 | $200K | Buy |
10,378
+88
| +0.9% | +$1.69K | 0.14% | 82 |
|
2022
Q4 | $189K | Buy |
10,290
+95
| +0.9% | +$1.75K | 0.14% | 74 |
|
2022
Q3 | $156K | Buy |
10,195
+488
| +5% | +$7.47K | 0.12% | 79 |
|
2022
Q2 | $203K | Sell |
9,707
-4,359
| -31% | -$91.2K | 0.14% | 88 |
|
2022
Q1 | $251K | Buy |
+14,066
| New | +$251K | 0.13% | 94 |
|
2021
Q4 | – | Sell |
-10,538
| Closed | -$215K | – | 117 |
|
2021
Q3 | $215K | Buy |
+10,538
| New | +$215K | 0.11% | 105 |
|
2021
Q2 | – | Sell |
-10,437
| Closed | -$239K | – | 113 |
|
2021
Q1 | $239K | Buy |
+10,437
| New | +$239K | 0.14% | 80 |
|