GoalVest Advisory’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 | $2.31M | Buy |
79,916
+2,198
| +3% | +$63.6K | 0.57% | 27 |
|
|
2025
Q1 | $2.2M | Buy |
77,718
+620
| +0.8% | +$17.5K | 0.6% | 28 |
|
|
2024
Q4 | $1.76M | Sell |
77,098
-3,367
| -4% | -$76.7K | 0.48% | 32 |
|
|
2024
Q3 | $1.77M | Buy |
80,465
+2,162
| +3% | +$47.6K | 0.51% | 32 |
|
|
2024
Q2 | $1.5M | Sell |
78,303
-6,549
| -8% | -$125K | 0.48% | 32 |
|
|
2024
Q1 | $1.49M | Buy |
84,852
+4,027
| +5% | +$70.9K | 0.5% | 31 |
|
|
2023
Q4 | $1.36M | Buy |
80,825
+6,166
| +8% | +$103K | 0.6% | 18 |
|
|
2023
Q3 | $1.12M | Sell |
74,659
-1,292
| -2% | -$19.4K | 0.56% | 25 |
|
|
2023
Q2 | $1.21M | Sell |
75,951
-5,197
| -6% | -$82.9K | 0.63% | 16 |
|
|
2023
Q1 | $1.56M | Buy |
81,148
+5,597
| +7% | +$108K | 0.92% | 17 |
|
|
2022
Q4 | $1.39M | Buy |
75,551
+6,587
| +10% | +$121K | 0.9% | 20 |
|
|
2022
Q3 | $1.06M | Buy |
68,964
+12,991
| +23% | +$199K | 0.74% | 33 |
|
|
2022
Q2 | $1.19M | Buy |
55,973
+53,407
| +2,081% | +$1.13M | 0.75% | 38 |
|
|
2022
Q1 | $46K | Buy |
+2,566
| New | +$46K | 0.03% | 158 |
|
|
2021
Q2 | $2K | Hold |
77
| – | – | ﹤0.01% | 230 |
|
|
2021
Q1 | $2K | Sell |
77
-25,307
| -100% | -$657K | ﹤0.01% | 170 |
|
|
2020
Q4 | $551K | Buy |
+25,384
| New | +$551K | 0.46% | 64 |
|