Keystone Wealth 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 | $203K | Sell |
7,003
-177
| -2% | -$5.12K | 0.05% | 274 |
|
|
2025
Q1 | $203K | Buy |
+7,180
| New | +$203K | 0.06% | 265 |
|
|
2024
Q2 | – | Sell |
-10,298
| Closed | -$181K | – | 237 |
|
|
2024
Q1 | $181K | Buy |
10,298
+236
| +2% | +$4.15K | 0.06% | 215 |
|
|
2023
Q4 | $169K | Sell |
10,062
-970
| -9% | -$16.3K | 0.06% | 212 |
|
|
2023
Q3 | $166K | Sell |
11,032
-1,207
| -10% | -$18.1K | 0.06% | 197 |
|
|
2023
Q2 | $195K | Sell |
12,239
-836
| -6% | -$13.3K | 0.07% | 196 |
|
|
2023
Q1 | $252K | Buy |
13,075
+1,049
| +9% | +$20.2K | 0.1% | 169 |
|
|
2022
Q4 | $221K | Sell |
12,026
-2,943
| -20% | -$54.2K | 0.1% | 171 |
|
|
2022
Q3 | $230K | Sell |
14,969
-28
| -0.2% | -$430 | 0.11% | 145 |
|
|
2022
Q2 | $314K | Sell |
14,997
-5,614
| -27% | -$118K | 0.14% | 119 |
|
|
2022
Q1 | $368K | Buy |
20,611
+20
| +0.1% | +$357 | 0.15% | 114 |
|
|
2021
Q4 | $383K | Buy |
+20,591
| New | +$383K | 0.16% | 112 |
|