LFS
Legacy Financial Strategies’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $298K | Buy |
10,307
+1,789
| +21% | +$51.8K | 0.06% | 100 |
|
|
2025
Q1 | $241K | Buy |
+8,518
| New | +$241K | 0.05% | 104 |
|
|
2021
Q2 | – | Sell |
-9,342
| Closed | -$283K | – | 65 |
|
|
2021
Q1 | $283K | Buy |
+9,342
| New | +$283K | 0.15% | 55 |
|
|
2020
Q1 | – | Sell |
-5,558
| Closed | -$217K | – | 61 |
|
|
2019
Q4 | $217K | Buy |
5,558
+25
| +0.5% | +$976 | 0.18% | 62 |
|
|
2019
Q3 | $213K | Buy |
+5,533
| New | +$213K | 0.19% | 59 |
|
|
2018
Q3 | – | Sell |
-8,156
| Closed | -$262K | – | 80 |
|
|
2018
Q2 | $262K | Buy |
8,156
+197
| +2% | +$6.33K | 0.23% | 77 |
|
|
2018
Q1 | $284K | Sell |
7,959
-452
| -5% | -$16.1K | 0.28% | 80 |
|
|
2017
Q4 | $327K | Buy |
+8,411
| New | +$327K | 0.35% | 66 |
|