Lakeshore Financial Planning’s AT&T T Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-12,402	Closed	-$186K	–	68
2023 Q3	$186K	Buy	+12,402	New	+$186K	0.11%	61