Legend Financial Advisors’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 | $47.7K | Buy |
+1,648
| New | +$47.7K | 0.03% | 58 |
|
|
2025
Q1 | – | Sell |
-1,648
| Closed | -$37.5K | – | 224 |
|
|
2024
Q4 | $37.5K | Hold |
1,648
| – | – | 0.03% | 57 |
|
|
2024
Q3 | $36.2K | Hold |
1,648
| – | – | 0.03% | 55 |
|
|
2024
Q2 | $31.5K | Sell |
1,648
-659
| -29% | -$12.6K | 0.02% | 78 |
|
|
2024
Q1 | $40.6K | Hold |
2,307
| – | – | 0.03% | 62 |
|
|
2023
Q4 | $38.7K | Hold |
2,307
| – | – | 0.03% | 65 |
|
|
2023
Q3 | $34.6K | Hold |
2,307
| – | – | 0.03% | 73 |
|
|
2023
Q2 | $36.8K | Sell |
2,307
-49
| -2% | -$781 | 0.03% | 73 |
|
|
2023
Q1 | $45.3K | Sell |
2,356
-1,648
| -41% | -$31.7K | 0.04% | 68 |
|
|
2022
Q4 | $73.7K | Hold |
4,004
| – | – | 0.06% | 61 |
|
|
2022
Q3 | $61.4K | Buy |
+4,004
| New | +$61.4K | 0.06% | 55 |
|
|
2020
Q3 | – | Sell |
-10,134
| Closed | -$231K | – | 36 |
|
|
2020
Q2 | $231K | Buy |
+10,134
| New | +$231K | 0.15% | 28 |
|