LGT 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
$81.8K Buy
2,827
+22
+0.8% +$637 0.21% 81
2025
Q1
$79.3K Buy
2,805
+23
+0.8% +$651 0.24% 87
2024
Q4
$63.3K Buy
2,782
+27
+1% +$615 0.14% 131
2024
Q3
$60.6K Sell
2,755
-3,569
-56% -$78.5K 0.15% 105
2024
Q2
$121K Sell
6,324
-7,124
-53% -$136K 0.25% 65
2024
Q1
$237K Buy
13,448
+85
+0.6% +$1.5K 0.27% 80
2023
Q4
$224K Sell
13,363
-758
-5% -$12.7K 0.27% 79
2023
Q3
$212K Sell
14,121
-533
-4% -$8.01K 0.27% 80
2023
Q2
$234K Buy
14,654
+430
+3% +$6.86K 0.25% 103
2023
Q1
$274K Buy
14,224
+69
+0.5% +$1.33K 0.51% 59
2022
Q4
$261K Buy
+14,155
New +$261K 0.31% 73