Lokken Investment Group’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 | $232K | Sell |
8,033
-1,142
| -12% | -$33K | 0.09% | 120 |
|
|
2025
Q1 | $259K | Buy |
+9,175
| New | +$259K | 0.11% | 110 |
|
|
2023
Q1 | – | Sell |
-12,390
| Closed | -$228K | – | 136 |
|
|
2022
Q4 | $228K | Buy |
+12,390
| New | +$228K | 0.18% | 104 |
|
|
2022
Q2 | – | Sell |
-14,998
| Closed | -$214K | – | 124 |
|
|
2022
Q1 | $214K | Sell |
14,998
-1,246
| -8% | -$17.8K | 0.17% | 117 |
|
|
2021
Q4 | $302K | Sell |
16,244
-4,015
| -20% | -$74.6K | 0.22% | 99 |
|
|
2021
Q3 | $413K | Sell |
20,259
-11,320
| -36% | -$231K | 0.33% | 68 |
|
|
2021
Q2 | $686K | Sell |
31,579
-1,173
| -4% | -$25.5K | 0.56% | 42 |
|
|
2021
Q1 | $749K | Buy |
32,752
+1,483
| +5% | +$33.9K | 0.66% | 35 |
|
|
2020
Q4 | $679K | Buy |
+31,269
| New | +$679K | 0.62% | 35 |
|