Legacy Financial Group (Iowa)’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $278K | Buy |
9,603
+233
| +2% | +$6.74K | 0.04% | 100 |
|
|
2025
Q1 | $265K | Buy |
9,370
+48
| +0.5% | +$1.36K | 0.04% | 94 |
|
|
2024
Q4 | $212K | Buy |
+9,322
| New | +$212K | 0.03% | 107 |
|
|
2024
Q3 | – | Sell |
-10,313
| Closed | -$197K | – | 95 |
|
|
2024
Q2 | $197K | Sell |
10,313
-1,506
| -13% | -$28.8K | 0.04% | 106 |
|
|
2024
Q1 | $208K | Buy |
+11,819
| New | +$208K | 0.04% | 101 |
|
|
2023
Q4 | – | Sell |
-17,222
| Closed | -$259K | – | 457 |
|
|
2023
Q3 | $259K | Sell |
17,222
-16,185
| -48% | -$243K | 0.06% | 82 |
|
|
2023
Q2 | $533K | Sell |
33,407
-1,332
| -4% | -$21.2K | 0.14% | 43 |
|
|
2023
Q1 | $669K | Sell |
34,739
-1,168
| -3% | -$22.5K | 0.18% | 38 |
|
|
2022
Q4 | $661K | Buy |
35,907
+603
| +2% | +$11.1K | 0.2% | 37 |
|
|
2022
Q3 | $542K | Sell |
35,304
-23,130
| -40% | -$355K | 0.18% | 29 |
|
|
2022
Q2 | $1.23M | Sell |
58,434
-4,218
| -7% | -$88.4K | 0.39% | 26 |
|
|
2022
Q1 | $1.48M | Buy |
62,652
+24,776
| +65% | +$585K | 0.43% | 28 |
|
|
2021
Q4 | $993K | Sell |
37,876
-18,583
| -33% | -$487K | 0.43% | 24 |
|
|
2021
Q3 | $1.53M | Sell |
56,459
-684
| -1% | -$18.5K | 0.46% | 32 |
|
|
2021
Q2 | $1.65M | Buy |
57,143
+238
| +0.4% | +$6.85K | 0.5% | 29 |
|
|
2021
Q1 | $1.72M | Buy |
56,905
+1,958
| +4% | +$59.3K | 0.6% | 31 |
|
|
2020
Q4 | $1.58M | Buy |
+54,947
| New | +$1.58M | 0.61% | 35 |
|