Kingswood 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Sell |
43,410
-13,488
| -24% | -$390K | 0.1% | 220 |
|
|
2025
Q1 | $1.61M | Buy |
56,898
+12,700
| +29% | +$359K | 0.15% | 164 |
|
|
2024
Q4 | $1.01M | Sell |
44,198
-96,654
| -69% | -$2.2M | 0.08% | 269 |
|
|
2024
Q3 | $3.1M | Buy |
140,852
+18,174
| +15% | +$400K | 0.22% | 108 |
|
|
2024
Q2 | $2.34M | Buy |
122,678
+13,032
| +12% | +$249K | 0.21% | 103 |
|
|
2024
Q1 | $1.93M | Sell |
109,646
-23,687
| -18% | -$417K | 0.22% | 104 |
|
|
2023
Q4 | $2.24M | Buy |
133,333
+64,843
| +95% | +$1.09M | 0.25% | 87 |
|
|
2023
Q3 | $1.03M | Buy |
68,490
+46,728
| +215% | +$702K | 0.18% | 137 |
|
|
2023
Q2 | $347K | Buy |
+21,762
| New | +$347K | 0.11% | 178 |
|