HTG Investment 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 | – | Sell |
-9,213
| Closed | -$261K | – | 72 |
|
|
2025
Q1 | $261K | Sell |
9,213
-159
| -2% | -$4.5K | 0.11% | 59 |
|
|
2024
Q4 | $213K | Hold |
9,372
| – | – | 0.1% | 65 |
|
|
2024
Q3 | $206K | Buy |
+9,372
| New | +$206K | 0.1% | 65 |
|
|
2024
Q2 | – | Sell |
-10,037
| Closed | -$177K | – | 63 |
|
|
2024
Q1 | $177K | Hold |
10,037
| – | – | 0.1% | 61 |
|
|
2023
Q4 | $168K | Buy |
+10,037
| New | +$168K | 0.11% | 61 |
|