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