LA
Legacy Advisors’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-88,303
| Closed | -$2.5M | – | 358 |
|
|
2025
Q1 | $2.5M | Buy |
88,303
+1,948
| +2% | +$55.1K | 0.26% | 75 |
|
|
2024
Q4 | $1.97M | Buy |
86,355
+15,842
| +22% | +$361K | 0.19% | 87 |
|
|
2024
Q3 | $1.55M | Buy |
70,513
+46,435
| +193% | +$1.02M | 0.17% | 103 |
|
|
2024
Q2 | $460K | Buy |
24,078
+1,670
| +7% | +$31.9K | 0.06% | 215 |
|
|
2024
Q1 | $394K | Buy |
22,408
+1,534
| +7% | +$27K | 0.05% | 227 |
|
|
2023
Q4 | $350K | Sell |
20,874
-7,185
| -26% | -$121K | 0.05% | 223 |
|
|
2023
Q3 | $421K | Buy |
+28,059
| New | +$421K | 0.07% | 199 |
|
|
2023
Q2 | – | Sell |
-12,309
| Closed | -$237K | – | 274 |
|
|
2023
Q1 | $237K | Buy |
12,309
+962
| +8% | +$18.5K | 0.04% | 217 |
|
|
2022
Q4 | $209K | Buy |
+11,347
| New | +$209K | 0.04% | 230 |
|
|
2022
Q3 | – | Sell |
-13,668
| Closed | -$286K | – | 239 |
|
|
2022
Q2 | $286K | Buy |
13,668
+4,121
| +43% | +$86.2K | 0.06% | 174 |
|
|
2022
Q1 | $226K | Buy |
+9,547
| New | +$226K | 0.04% | 192 |
|
|
2021
Q2 | – | Sell |
-6,905
| Closed | -$209K | – | 132 |
|
|
2021
Q1 | $209K | Buy |
+6,905
| New | +$209K | 0.09% | 115 |
|
|
2020
Q4 | – | Sell |
-9,528
| Closed | -$272K | – | 116 |
|
|
2020
Q3 | $272K | Buy |
9,528
+1,319
| +16% | +$37.7K | 0.18% | 82 |
|
|
2020
Q2 | $248K | Hold |
8,209
| – | – | 0.2% | 85 |
|
|
2020
Q1 | $239K | Sell |
8,209
-135
| -2% | -$3.93K | 0.24% | 82 |
|
|
2019
Q4 | $326K | Sell |
8,344
-610
| -7% | -$23.8K | 0.21% | 97 |
|
|
2019
Q3 | $339K | Buy |
8,954
+745
| +9% | +$28.2K | 0.25% | 76 |
|
|
2019
Q2 | $275K | Sell |
8,209
-10,409
| -56% | -$349K | 0.19% | 91 |
|
|
2019
Q1 | $584K | Sell |
18,618
-2,669
| -13% | -$83.7K | 0.19% | 92 |
|
|
2018
Q4 | $608K | Buy |
21,287
+363
| +2% | +$10.4K | 0.46% | 50 |
|
|
2018
Q3 | $703K | Buy |
20,924
+763
| +4% | +$25.6K | 0.35% | 73 |
|
|
2018
Q2 | $647K | Buy |
20,161
+15,488
| +331% | +$497K | 0.48% | 43 |
|
|
2018
Q1 | $164K | Sell |
4,673
-420
| -8% | -$14.7K | 0.12% | 88 |
|
|
2017
Q4 | $198K | Buy |
5,093
+102
| +2% | +$3.97K | 0.19% | 55 |
|
|
2017
Q3 | $195K | Buy |
4,991
+598
| +14% | +$23.4K | 0.22% | 51 |
|
|
2017
Q2 | $165K | Hold |
4,393
| – | – | 0.21% | 54 |
|
|
2017
Q1 | $182K | Hold |
4,393
| – | – | 0.25% | 43 |
|
|
2016
Q4 | $186K | Buy |
+4,393
| New | +$186K | 0.25% | 47 |
|