Naviter Wealth’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 | $352K | Sell |
12,180
-1,649
| -12% | -$47.7K | 0.04% | 221 |
|
|
2025
Q1 | $390K | Buy |
13,829
+284
| +2% | +$8K | 0.05% | 215 |
|
|
2024
Q4 | $308K | Buy |
+13,545
| New | +$308K | 0.04% | 237 |
|
|
2024
Q1 | – | Sell |
-59,526
| Closed | -$999K | – | 246 |
|
|
2023
Q4 | $999K | Sell |
59,526
-2,443
| -4% | -$41K | 0.2% | 133 |
|
|
2023
Q3 | $931K | Buy |
61,969
+16,448
| +36% | +$247K | 0.22% | 109 |
|
|
2023
Q2 | $726K | Buy |
45,521
+4,320
| +10% | +$68.9K | 0.18% | 139 |
|
|
2023
Q1 | $793K | Buy |
41,201
+4,139
| +11% | +$79.7K | 0.28% | 100 |
|
|
2022
Q4 | $720K | Buy |
37,062
+3,206
| +9% | +$62.2K | 0.2% | 117 |
|
|
2022
Q3 | $519K | Buy |
33,856
+5,993
| +22% | +$91.9K | 0.21% | 116 |
|
|
2022
Q2 | $584K | Buy |
+27,863
| New | +$584K | 0.24% | 106 |
|