Heritage Oak Wealth Advisors’s AT&T T Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-40,308	Closed	-$887K	–	171
2024 Q3	$887K	Buy	+40,308	New	+$887K	0.41%	46