LRI Investments’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 | $879K | Sell |
30,378
-2,265
| -7% | -$65.5K | 0.07% | 116 |
|
2025
Q1 | $923K | Buy |
32,643
+1,858
| +6% | +$52.5K | 0.09% | 114 |
|
2024
Q4 | $701K | Buy |
30,785
+299
| +1% | +$6.81K | 0.07% | 106 |
|
2024
Q3 | $678K | Buy |
30,486
+5,646
| +23% | +$126K | 0.07% | 119 |
|
2024
Q2 | $475K | Buy |
24,840
+5,635
| +29% | +$108K | 0.05% | 118 |
|
2024
Q1 | $338K | Buy |
+19,205
| New | +$338K | 0.09% | 99 |
|