LFA
Legacy Financial Advisors’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Buy |
36,684
+1,320
| +4% | +$38.2K | 0.17% | 104 |
|
|
2025
Q1 | $1M | Buy |
35,364
+5,332
| +18% | +$151K | 0.17% | 104 |
|
|
2024
Q4 | $684K | Buy |
30,032
+7,172
| +31% | +$163K | 0.11% | 149 |
|
|
2024
Q3 | $503K | Sell |
22,860
-10,663
| -32% | -$235K | 0.08% | 195 |
|
|
2024
Q2 | $641K | Buy |
33,523
+1,075
| +3% | +$20.5K | 0.11% | 152 |
|
|
2024
Q1 | $571K | Buy |
32,448
+5,528
| +21% | +$97.3K | 0.1% | 165 |
|
|
2023
Q4 | $452K | Buy |
26,920
+4,766
| +22% | +$80K | 0.09% | 177 |
|
|
2023
Q3 | $333K | Sell |
22,154
-1,465
| -6% | -$22K | 0.07% | 191 |
|
|
2023
Q2 | $377K | Sell |
23,619
-14,344
| -38% | -$229K | 0.07% | 172 |
|
|
2023
Q1 | $731K | Sell |
37,963
-460
| -1% | -$8.86K | 0.15% | 82 |
|
|
2022
Q4 | $707K | Buy |
38,423
+13,980
| +57% | +$257K | 0.15% | 78 |
|
|
2022
Q3 | $375K | Sell |
24,443
-12,420
| -34% | -$191K | 0.09% | 130 |
|
|
2022
Q2 | $773K | Buy |
36,863
+12,987
| +54% | +$272K | 0.19% | 60 |
|
|
2022
Q1 | $564K | Buy |
+23,876
| New | +$564K | 0.13% | 92 |
|
|
2021
Q4 | – | Sell |
-9,271
| Closed | -$250K | – | 207 |
|
|
2021
Q3 | $250K | Sell |
9,271
-1,482
| -14% | -$40K | 0.06% | 153 |
|
|
2021
Q2 | $309K | Buy |
10,753
+965
| +10% | +$27.7K | 0.08% | 119 |
|
|
2021
Q1 | $296K | Buy |
9,788
+270
| +3% | +$8.17K | 0.08% | 110 |
|
|
2020
Q4 | $274K | Buy |
9,518
+943
| +11% | +$27.1K | 0.08% | 107 |
|
|
2020
Q3 | $244K | Sell |
8,575
-2,906
| -25% | -$82.7K | 0.07% | 103 |
|
|
2020
Q2 | $347K | Sell |
11,481
-1,233
| -10% | -$37.3K | 0.12% | 40 |
|
|
2020
Q1 | $387K | Buy |
12,714
+2,186
| +21% | +$66.5K | 0.14% | 45 |
|
|
2019
Q4 | $411K | Buy |
10,528
+1,485
| +16% | +$58K | 0.13% | 74 |
|
|
2019
Q3 | $342K | Sell |
9,043
-214
| -2% | -$8.09K | 0.11% | 84 |
|
|
2019
Q2 | $310K | Sell |
9,257
-610
| -6% | -$20.4K | 0.11% | 89 |
|
|
2019
Q1 | $309K | Buy |
9,867
+121
| +1% | +$3.79K | 0.1% | 84 |
|
|
2018
Q4 | $278K | Sell |
9,746
-3,464
| -26% | -$98.8K | 0.11% | 81 |
|
|
2018
Q3 | $443K | Sell |
13,210
-791
| -6% | -$26.5K | 0.16% | 56 |
|
|
2018
Q2 | $443K | Buy |
14,001
+2,642
| +23% | +$83.6K | 0.17% | 58 |
|
|
2018
Q1 | $406K | Buy |
11,359
+1,690
| +17% | +$60.4K | 0.16% | 58 |
|
|
2017
Q4 | $375K | Buy |
+9,669
| New | +$375K | 0.15% | 60 |
|