LSA
Lion Street Advisors’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $335K | Sell |
11,582
-1,246
| -10% | -$36.1K | 0.1% | 203 |
|
|
2025
Q1 | $363K | Sell |
12,828
-113
| -0.9% | -$3.2K | 0.12% | 182 |
|
|
2024
Q4 | $295K | Sell |
12,941
-482
| -4% | -$11K | 0.09% | 205 |
|
|
2024
Q3 | $295K | Buy |
13,423
+59
| +0.4% | +$1.3K | 0.1% | 201 |
|
|
2024
Q2 | $255K | Sell |
13,364
-4,411
| -25% | -$84.3K | 0.09% | 215 |
|
|
2024
Q1 | $298K | Hold |
17,775
| – | – | 0.12% | 179 |
|
|
2023
Q4 | $298K | Buy |
17,775
+2,010
| +13% | +$33.7K | 0.12% | 179 |
|
|
2023
Q3 | $237K | Sell |
15,765
-15,913
| -50% | -$239K | 0.08% | 214 |
|
|
2023
Q2 | $800K | Buy |
31,678
+8,062
| +34% | +$204K | 0.27% | 76 |
|
|
2023
Q1 | $455K | Buy |
23,616
+5,522
| +31% | +$106K | 0.14% | 135 |
|
|
2022
Q4 | $457K | Buy |
18,094
+1,324
| +8% | +$33.4K | 0.24% | 67 |
|
|
2022
Q3 | $259K | Sell |
16,770
-1,324
| -7% | -$20.4K | 0.13% | 104 |
|
|
2022
Q2 | $461K | Buy |
18,094
+1,236
| +7% | +$31.5K | 0.24% | 67 |
|
|
2022
Q1 | $402K | Sell |
16,858
-54
| -0.3% | -$1.29K | 0.21% | 80 |
|
|
2021
Q4 | $417K | Sell |
16,912
-1,441
| -8% | -$35.5K | 0.2% | 79 |
|
|
2021
Q3 | $498K | Buy |
18,353
+17,527
| +2,122% | +$476K | 0.27% | 63 |
|
|
2021
Q2 | $23.8K | Buy |
+826
| New | +$23.8K | 0.86% | 27 |
|
|
2020
Q2 | – | Sell |
-922
| Closed | -$27K | – | 364 |
|
|
2020
Q1 | $27K | Buy |
+922
| New | +$27K | 0.15% | 81 |
|