Investmark Advisory Group’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
$4.02M Sell
138,740
-4,761
-3% -$138K 1.88% 15
2025
Q1
$4.06M Buy
143,501
+1,262
+0.9% +$35.7K 2% 15
2024
Q4
$3.24M Buy
142,239
+3,182
+2% +$72.5K 1.59% 18
2024
Q3
$3.06M Buy
139,057
+3,635
+3% +$80K 1.49% 21
2024
Q2
$2.59M Buy
135,422
+1,652
+1% +$31.6K 1.38% 23
2024
Q1
$2.35M Buy
133,770
+3,633
+3% +$63.9K 1.29% 25
2023
Q4
$2.18M Buy
130,137
+17,009
+15% +$285K 1.28% 25
2023
Q3
$1.7M Buy
113,128
+5,263
+5% +$79.1K 1.15% 28
2023
Q2
$1.72M Sell
107,865
-1,575
-1% -$25.1K 1.15% 29
2023
Q1
$2.11M Buy
109,440
+24,810
+29% +$478K 1.55% 22
2022
Q4
$1.56M Sell
84,630
-18,617
-18% -$343K 1.16% 25
2022
Q3
$1.58M Sell
103,247
-1,293
-1% -$19.8K 1.42% 21
2022
Q2
$2.19M Sell
104,540
-14,419
-12% -$302K 2.17% 16
2022
Q1
$2.12M Buy
118,959
+7,863
+7% +$140K 2.19% 17
2021
Q4
$2.06M Buy
+111,096
New +$2.06M 1.93% 15