Oak Thistle LLC’s AT&T T Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-62,561
| Closed | -$1.05M | – | 497 |
|
2023
Q4 | $1.05M | Buy |
+62,561
| New | +$1.05M | 0.3% | 108 |
|
2023
Q3 | – | Sell |
-11,120
| Closed | -$177K | – | 605 |
|
2023
Q2 | $177K | Buy |
+11,120
| New | +$177K | 0.09% | 322 |
|
2023
Q1 | – | Sell |
-12,095
| Closed | -$223K | – | 445 |
|
2022
Q4 | $223K | Buy |
+12,095
| New | +$223K | 0.48% | 123 |
|