Mosaic Financial 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 | $3.71M | Hold |
128,230
| – | – | 2.84% | 6 |
|
|
2025
Q1 | $3.63M | Sell |
128,230
-122,996
| -49% | -$3.48M | 2.95% | 6 |
|
|
2024
Q4 | $5.72M | Hold |
251,226
| – | – | 4.1% | 4 |
|
|
2024
Q3 | $5.53M | Sell |
251,226
-47,766
| -16% | -$1.05M | 3.92% | 5 |
|
|
2024
Q2 | $5.71M | Buy |
298,992
+146,879
| +97% | +$2.81M | 4.1% | 4 |
|
|
2024
Q1 | $2.68M | Buy |
+152,113
| New | +$2.68M | 2.14% | 7 |
|