Legend Financial Advisors’s AT&T T Stock Holding History

Legend Financial Advisors’s Portfolio T Stock Details T Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,648	Closed	-$47.7K	–	148
2025 Q2	$47.7K	Buy	+1,648	New	+$45.4K	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%	-$11.5K	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%	-$835	0.03%	73
2023 Q1	$45.3K	Sell	2,356 -1,648	-41%	-$31.5K	0.04%	68
2022 Q4	$73.7K	Hold	4,004	–	–	0.06%	61
2022 Q3	$61.4K	Buy	+4,004	New	+$72.9K	0.06%	55
2020 Q3	–	Sell	-10,134	Closed	-$231K	–	36
2020 Q2	$231K	Buy	+10,134	New	+$231K	0.15%	28

Other funds holding T

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Legend Financial Advisors's T Position: Q3 2025 in Review

Legend Financial Advisors sold out of AT&T (T) in Q3 2025, closing a stake of 1,648 shares — an estimated $47.7K sold.

Legend Financial Advisors first reported a position in T in Q2 2020 and held it in 12 quarters. The position peaked at $231K in Q2 2020. 2,861 funds tracked by Wall St. Rank hold T as of Q3 2025.

Legend Financial Advisors reported no remaining AT&T position as of Q3 2025 after selling out during the quarter.
Legend Financial Advisors sold 1,648 AT&T shares in Q3 2025, an estimated $47.7K.
Legend Financial Advisors first reported a position in AT&T in Q2 2020 and held it in 12 quarters.
Legend Financial Advisors's AT&T position peaked at $231K in Q2 2020.
2,861 funds tracked by Wall St. Rank held AT&T as of Q3 2025.

Based on Legend Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.