Marshall Financial Group (Maryland)’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 | $456K | Buy |
16,054
+3,502
| +28% | +$99.5K | 0.09% | 188 |
|
|
2025
Q1 | $355K | Sell |
12,552
-4,275
| -25% | -$121K | 0.08% | 181 |
|
|
2024
Q4 | $383K | Buy |
16,827
+2,404
| +17% | +$54.7K | 0.09% | 161 |
|
|
2024
Q3 | $317K | Buy |
+14,423
| New | +$317K | 0.08% | 177 |
|
|
2024
Q1 | – | Sell |
-14,319
| Closed | -$240K | – | 181 |
|
|
2023
Q4 | $240K | Buy |
14,319
+38
| +0.3% | +$638 | 0.08% | 158 |
|
|
2023
Q3 | $214K | Sell |
14,281
-81
| -0.6% | -$1.22K | 0.08% | 158 |
|
|
2023
Q2 | $229K | Sell |
14,362
-472
| -3% | -$7.53K | 0.08% | 159 |
|
|
2023
Q1 | $286K | Sell |
14,834
-1,339
| -8% | -$25.8K | 0.1% | 151 |
|
|
2022
Q4 | $298K | Sell |
16,173
-1,180
| -7% | -$21.7K | 0.12% | 141 |
|
|
2022
Q3 | $266K | Sell |
17,353
-438
| -2% | -$6.71K | 0.11% | 157 |
|
|
2022
Q2 | $373K | Sell |
17,791
-16,278
| -48% | -$341K | 0.15% | 142 |
|
|
2022
Q1 | $608K | Buy |
34,069
+10,009
| +42% | +$179K | 0.25% | 139 |
|
|
2021
Q4 | $447K | Sell |
24,060
-1,423
| -6% | -$26.4K | 0.16% | 152 |
|
|
2021
Q3 | $520K | Sell |
25,483
-1,246
| -5% | -$25.4K | 0.27% | 121 |
|
|
2021
Q2 | $581K | Sell |
26,729
-206
| -0.8% | -$4.48K | 0.31% | 117 |
|
|
2021
Q1 | $616K | Buy |
26,935
+1,782
| +7% | +$40.8K | 0.37% | 91 |
|
|
2020
Q4 | $546K | Buy |
+25,153
| New | +$546K | 0.36% | 87 |
|