Lighthouse 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
2021
Q1
$233K Sell
10,191
-95,336
-90% -$2.18M 0.07% 98
2020
Q4
$2.29M Buy
105,527
+7,658
+8% +$166K 0.78% 48
2020
Q3
$2.11M Sell
97,869
-1,373
-1% -$29.6K 0.8% 41
2020
Q2
$2.26M Buy
99,242
+4,373
+5% +$99.7K 0.95% 30
2020
Q1
$2.08M Buy
94,869
+11,100
+13% +$243K 1.27% 17
2019
Q4
$2.47M Buy
+83,769
New +$2.47M 1.16% 13