MPS Loria Financial Planners’s AT&T T Stock Holding History

MPS Loria Financial Planners’s Portfolio T Stock Details T Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$348K	Sell	12,008 -55	-0.5%	-$1.59K	0.1%	61
2025 Q1	$341K	Sell	12,063 -988	-8%	-$27.9K	0.1%	58
2024 Q4	$297K	Buy	13,051 +261	+2%	+$5.94K	0.09%	63
2024 Q3	$281K	Sell	12,790 -1,076	-8%	-$23.7K	0.08%	66
2024 Q2	$265K	Buy	13,866 +85	+0.6%	+$1.62K	0.09%	67
2024 Q1	$243K	Sell	13,781 -1,471	-10%	-$25.9K	0.08%	70
2023 Q4	$256K	Sell	15,252 -620	-4%	-$10.4K	0.09%	74
2023 Q3	$238K	Sell	15,872 -421	-3%	-$6.32K	0.09%	72
2023 Q2	$260K	Sell	16,293 -379	-2%	-$6.05K	0.1%	68
2023 Q1	$321K	Buy	16,672 +586	+4%	+$11.3K	0.13%	51
2022 Q4	$296K	Sell	16,086 -9,427	-37%	-$174K	0.13%	55
2022 Q3	$391K	Buy	25,513 +303	+1%	+$4.64K	0.15%	42
2022 Q2	$528K	Sell	25,210 -17,898	-42%	-$375K	0.24%	34
2022 Q1	$769K	Buy	43,108 +116	+0.3%	+$2.07K	0.32%	29
2021 Q4	$798K	Buy	42,992 +5,912	+16%	+$110K	0.33%	27
2021 Q3	$756K	Sell	37,080 -1,225	-3%	-$25K	0.35%	27
2021 Q2	$833K	Buy	38,305 +374	+1%	+$8.13K	0.38%	23
2021 Q1	$867K	Sell	37,931 -830	-2%	-$19K	0.4%	24
2020 Q4	$862K	Buy	38,761 +823	+2%	+$18.3K	0.39%	25
2020 Q3	$817K	Buy	37,938 +1,457	+4%	+$31.4K	0.42%	23
2020 Q2	$833K	Buy	36,481 +11,994	+49%	+$274K	0.45%	24
2020 Q1	$539K	Buy	24,487 +152	+0.6%	+$3.35K	0.41%	24
2019 Q4	$718K	Sell	24,335 -66	-0.3%	-$1.95K	0.42%	26
2019 Q3	$697K	Sell	24,401 -192	-0.8%	-$5.48K	0.45%	25
2019 Q2	$622K	Sell	24,593 -2,826	-10%	-$71.5K	0.4%	27
2019 Q1	$649K	Sell	27,419 -1,659	-6%	-$39.3K	0.43%	27
2018 Q4	$626K	Sell	29,078 -10,144	-26%	-$218K	0.45%	28
2018 Q3	$995K	Sell	39,222 -6,856	-15%	-$174K	0.62%	22
2018 Q2	$1.12M	Sell	46,078 -400	-0.9%	-$9.71K	1.13%	16
2018 Q1	$1.25M	Sell	46,478 -1,471	-3%	-$39.6K	0.88%	18
2017 Q4	$1.41M	Sell	47,949 -198	-0.4%	-$5.81K	0.96%	17
2017 Q3	$1.42M	Sell	48,147 -2,534	-5%	-$74.9K	1.02%	14
2017 Q2	$1.46M	Buy	+50,681	New	+$1.46M	0.98%	14