Jacobsen Capital Management’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 | $472K | Buy |
16,294
+1,882
| +13% | +$54.5K | 0.17% | 56 |
|
|
2025
Q1 | $408K | Buy |
14,412
+223
| +2% | +$6.31K | 0.18% | 48 |
|
|
2024
Q4 | $323K | Sell |
14,189
-42
| -0.3% | -$956 | 0.14% | 60 |
|
|
2024
Q3 | $313K | Buy |
14,231
+49
| +0.3% | +$1.08K | 0.13% | 62 |
|
|
2024
Q2 | $271K | Buy |
14,182
+161
| +1% | +$3.08K | 0.12% | 71 |
|
|
2024
Q1 | $247K | Buy |
14,021
+154
| +1% | +$2.71K | 0.11% | 72 |
|
|
2023
Q4 | $233K | Sell |
13,867
-1,995
| -13% | -$33.5K | 0.12% | 73 |
|
|
2023
Q3 | $238K | Buy |
+15,862
| New | +$238K | 0.13% | 63 |
|