Octavia Wealth Advisors’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 | $242K | Sell |
8,375
-2,403
| -22% | -$69.5K | 0.03% | 197 |
|
|
2025
Q1 | $305K | Sell |
10,778
-1,751
| -14% | -$49.5K | 0.04% | 165 |
|
|
2024
Q4 | $285K | Sell |
12,529
-858
| -6% | -$19.5K | 0.03% | 172 |
|
|
2024
Q3 | $295K | Sell |
13,387
-11,926
| -47% | -$262K | 0.04% | 167 |
|
|
2024
Q2 | $484K | Buy |
25,313
+519
| +2% | +$9.92K | 0.07% | 117 |
|
|
2024
Q1 | $436K | Sell |
24,794
-10,777
| -30% | -$190K | 0.06% | 126 |
|
|
2023
Q4 | $597K | Buy |
35,571
+1,019
| +3% | +$17.1K | 0.11% | 104 |
|
|
2023
Q3 | $519K | Sell |
34,552
-2,386
| -6% | -$35.8K | 0.11% | 101 |
|
|
2023
Q2 | $589K | Buy |
36,938
+2,917
| +9% | +$46.5K | 0.12% | 89 |
|
|
2023
Q1 | $655K | Sell |
34,021
-1,339
| -4% | -$25.8K | 0.15% | 76 |
|
|
2022
Q4 | $651K | Sell |
35,360
-5,640
| -14% | -$104K | 0.16% | 78 |
|
|
2022
Q3 | $629K | Sell |
41,000
-2,188
| -5% | -$33.6K | 0.17% | 73 |
|
|
2022
Q2 | $904K | Sell |
43,188
-12,947
| -23% | -$271K | 0.24% | 64 |
|
|
2022
Q1 | $1M | Sell |
56,135
-4,740
| -8% | -$84.6K | 0.22% | 65 |
|
|
2021
Q4 | $1.13M | Sell |
60,875
-44,849
| -42% | -$833K | 0.24% | 60 |
|
|
2021
Q3 | $2.16M | Sell |
105,724
-4,386
| -4% | -$89.7K | 0.55% | 37 |
|
|
2021
Q2 | $2.39M | Sell |
110,110
-2,868
| -3% | -$62.3K | 0.63% | 35 |
|
|
2021
Q1 | $2.58M | Buy |
112,978
+3,352
| +3% | +$76.6K | 0.77% | 31 |
|
|
2020
Q4 | $2.38M | Buy |
+109,626
| New | +$2.38M | 0.77% | 27 |
|