Heritage Financial Services’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 | $402K | Buy |
13,899
+3,640
| +35% | +$105K | 0.04% | 79 |
|
|
2025
Q1 | $290K | Buy |
10,259
+1,415
| +16% | +$40K | 0.03% | 90 |
|
|
2024
Q4 | $201K | Buy |
+8,844
| New | +$201K | 0.03% | 116 |
|
|
2022
Q3 | – | Sell |
-9,526
| Closed | -$199K | – | 421 |
|
|
2022
Q2 | $199K | Sell |
9,526
-4,181
| -31% | -$87.3K | 0.11% | 65 |
|
|
2022
Q1 | $244K | Buy |
13,707
+1,059
| +8% | +$18.9K | 0.16% | 67 |
|
|
2021
Q4 | $235K | Buy |
+12,648
| New | +$235K | 0.18% | 70 |
|