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Optimize Financial’s AT&T T Stock Holding History

Optimize Financial’s Portfolio T Stock Details T Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.48M Sell
51,200
-368
-0.7% -$10.7K 0.91% 40
2025
Q1 		$1.46M Buy
51,568
+5,053
+11% +$143K 1.06% 32
2024
Q4 		$1.06M Buy
+46,515
New +$1.06M 0.79% 33