Oak Harbor Wealth Partners’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 | $397K | Hold |
13,717
| – | – | 0.11% | 149 |
|
|
2025
Q1 | $388K | Hold |
13,717
| – | – | 0.11% | 138 |
|
|
2024
Q4 | $312K | Buy |
13,717
+19
| +0.1% | +$433 | 0.09% | 140 |
|
|
2024
Q3 | $301K | Sell |
13,698
-17
| -0.1% | -$374 | 0.09% | 140 |
|
|
2024
Q2 | $262K | Buy |
13,715
+802
| +6% | +$15.3K | 0.08% | 140 |
|
|
2024
Q1 | $227K | Buy |
12,913
+2
| +0% | +$35 | 0.07% | 159 |
|
|
2023
Q4 | $217K | Sell |
12,911
-5,079
| -28% | -$85.2K | 0.07% | 160 |
|
|
2023
Q3 | $270K | Sell |
17,990
-84
| -0.5% | -$1.26K | 0.1% | 134 |
|
|
2023
Q2 | $288K | Buy |
18,074
+134
| +0.7% | +$2.14K | 0.1% | 135 |
|
|
2023
Q1 | $345K | Buy |
17,940
+8
| +0% | +$154 | 0.13% | 127 |
|
|
2022
Q4 | $330K | Buy |
17,932
+8
| +0% | +$147 | 0.13% | 118 |
|
|
2022
Q3 | $275K | Buy |
17,924
+1,002
| +6% | +$15.4K | 0.11% | 122 |
|
|
2022
Q2 | $355K | Sell |
16,922
-5,757
| -25% | -$121K | 0.14% | 113 |
|
|
2022
Q1 | $405K | Buy |
22,679
+2,295
| +11% | +$41K | 0.13% | 111 |
|
|
2021
Q4 | $379K | Buy |
+20,384
| New | +$379K | 0.13% | 113 |
|