Oxford Financial Group’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 | $212K | Sell |
7,322
-1,002
| -12% | -$29K | 0.01% | 204 |
|
|
2025
Q1 | $235K | Buy |
+8,324
| New | +$235K | 0.02% | 196 |
|
|
2024
Q3 | – | Sell |
-10,003
| Closed | -$191K | – | 326 |
|
|
2024
Q2 | $191K | Buy |
+10,003
| New | +$191K | 0.01% | 257 |
|
|
2021
Q4 | – | Sell |
-10,164
| Closed | -$207K | – | 282 |
|
|
2021
Q3 | $207K | Buy |
10,164
+21
| +0.2% | +$428 | 0.03% | 176 |
|
|
2021
Q2 | $220K | Buy |
+10,143
| New | +$220K | 0.03% | 168 |
|