Kozak & Associates’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 | $134K | Buy |
4,763
+146
| +3% | +$4.1K | 0.03% | 95 |
|
|
2025
Q1 | $126K | Buy |
4,617
+398
| +9% | +$10.8K | 0.03% | 90 |
|
|
2024
Q4 | $95.6K | Buy |
4,219
+299
| +8% | +$6.78K | 0.02% | 103 |
|
|
2024
Q3 | $85.1K | Buy |
3,920
+351
| +10% | +$7.62K | 0.02% | 107 |
|
|
2024
Q2 | $66.7K | Buy |
3,569
+72
| +2% | +$1.35K | 0.02% | 112 |
|
|
2024
Q1 | $60.5K | Buy |
3,497
+1,294
| +59% | +$22.4K | 0.02% | 122 |
|
|
2023
Q4 | $36.2K | Sell |
2,203
-227
| -9% | -$3.73K | 0.01% | 147 |
|
|
2023
Q3 | $35.1K | Buy |
2,430
+154
| +7% | +$2.23K | 0.01% | 160 |
|
|
2023
Q2 | $36.7K | Buy |
2,276
+109
| +5% | +$1.76K | 0.01% | 153 |
|
|
2023
Q1 | $41.7K | Buy |
2,167
+15
| +0.7% | +$289 | 0.02% | 155 |
|
|
2022
Q4 | $40K | Buy |
2,152
+192
| +10% | +$3.57K | 0.02% | 159 |
|
|
2022
Q3 | $29K | Buy |
1,960
+241
| +14% | +$3.57K | 0.02% | 171 |
|
|
2022
Q2 | $36K | Sell |
1,719
-1,420
| -45% | -$29.7K | 0.02% | 164 |
|
|
2022
Q1 | $55K | Hold |
3,139
| – | – | 0.04% | 150 |
|
|
2021
Q4 | $55K | Buy |
3,139
+447
| +17% | +$7.83K | 0.04% | 150 |
|
|
2021
Q3 | $50K | Buy |
+2,692
| New | +$50K | 0.03% | 157 |
|