Legacy Capital Wealth Partners’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 | $807K | Buy |
27,868
+1,781
| +7% | +$51.5K | 0.18% | 114 |
|
|
2025
Q1 | $738K | Sell |
26,087
-10,537
| -29% | -$298K | 0.18% | 116 |
|
|
2024
Q4 | $834K | Sell |
36,624
-732
| -2% | -$16.7K | 0.21% | 99 |
|
|
2024
Q3 | $822K | Buy |
37,356
+8
| +0% | +$176 | 0.16% | 124 |
|
|
2024
Q2 | $714K | Buy |
37,348
+13,212
| +55% | +$252K | 0.18% | 110 |
|
|
2024
Q1 | $440K | Sell |
24,136
-5,769
| -19% | -$105K | 0.31% | 75 |
|
|
2023
Q4 | $502K | Sell |
29,905
-11,842
| -28% | -$199K | 0.14% | 145 |
|
|
2023
Q3 | $627K | Buy |
+41,747
| New | +$627K | 0.17% | 123 |
|
|
2023
Q2 | – | Sell |
-29,759
| Closed | -$573K | – | 214 |
|
|
2023
Q1 | $573K | Buy |
+29,759
| New | +$573K | 0.16% | 123 |
|