Novak & Powell Financial Services’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
$316K Sell
10,931
-161
-1% -$4.66K 0.22% 99
2025
Q1
$314K Buy
11,092
+54
+0.5% +$1.53K 0.2% 107
2024
Q4
$251K Buy
11,038
+43
+0.4% +$979 0.15% 123
2024
Q3
$242K Sell
10,995
-335
-3% -$7.37K 0.14% 138
2024
Q2
$217K Sell
11,330
-115
-1% -$2.2K 0.13% 137
2024
Q1
$201K Buy
11,445
+75
+0.7% +$1.32K 0.15% 138
2023
Q4
$191K Buy
+11,370
New +$191K 0.13% 143