Marshall Financial Group (Pennsylvania)’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 | $269K | Buy |
9,293
+22
| +0.2% | +$637 | 0.08% | 46 |
|
|
2025
Q1 | $262K | Buy |
9,271
+60
| +0.7% | +$1.7K | 0.08% | 49 |
|
|
2024
Q4 | $210K | Buy |
9,211
+65
| +0.7% | +$1.48K | 0.06% | 52 |
|
|
2024
Q3 | $201K | Buy |
+9,146
| New | +$201K | 0.06% | 53 |
|
|
2024
Q2 | – | Sell |
-11,491
| Closed | -$202K | – | 59 |
|
|
2024
Q1 | $202K | Buy |
+11,491
| New | +$202K | 0.07% | 54 |
|
|
2022
Q2 | – | Sell |
-11,839
| Closed | -$211K | – | 58 |
|
|
2022
Q1 | $211K | Buy |
11,839
+50
| +0.4% | +$891 | 0.08% | 53 |
|
|
2021
Q4 | $219K | Buy |
11,789
+8
| +0.1% | +$149 | 0.08% | 57 |
|
|
2021
Q3 | $240K | Buy |
11,781
+42
| +0.4% | +$856 | 0.1% | 56 |
|
|
2021
Q2 | $255K | Buy |
11,739
+39
| +0.3% | +$847 | 0.11% | 53 |
|
|
2021
Q1 | $268K | Buy |
11,700
+49
| +0.4% | +$1.12K | 0.12% | 51 |
|
|
2020
Q4 | $253K | Buy |
11,651
+41
| +0.4% | +$890 | 0.12% | 49 |
|
|
2020
Q3 | $250K | Buy |
11,610
+1
| +0% | +$22 | 0.15% | 47 |
|
|
2020
Q2 | $265K | Hold |
11,609
| – | – | 0.18% | 44 |
|
|
2020
Q1 | $256K | Hold |
11,609
| – | – | 0.21% | 40 |
|
|
2019
Q4 | $343K | Buy |
11,609
+1
| +0% | +$30 | 0.23% | 40 |
|
|
2019
Q3 | $332K | Sell |
11,608
-5,391
| -32% | -$154K | 0.25% | 40 |
|
|
2019
Q2 | $430K | Hold |
16,999
| – | – | 0.33% | 34 |
|
|
2019
Q1 | $403K | Sell |
16,999
-1,267
| -7% | -$30K | 0.33% | 36 |
|
|
2018
Q4 | $394K | Buy |
+18,266
| New | +$394K | 0.37% | 32 |
|