Peak Financial Advisors’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $724K | Sell |
|
|||||
|
2025
Q2 | $742K | Buy |
|
|||||
|
2025
Q1 | $711K | Sell |
|
|||||
|
2024
Q4 | $596K | Buy |
|
|||||
|
2024
Q3 | $570K | Sell |
|
|||||
|
2024
Q2 | $508K | Buy |
|
|||||
|
2024
Q1 | $464K | Sell |
|
|||||
|
2023
Q4 | $444K | Buy |
|
|||||
|
2023
Q3 | $355K | Buy |
|
|||||
|
2023
Q2 | $374K | Buy |
|
|||||
|
2023
Q1 | $321K | Sell |
|
|||||
|
2022
Q4 | $315K | Sell |
|
|||||
|
2022
Q3 | $295K | Buy |
|
|||||
|
2022
Q2 | $396K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $1.98M | Buy |
|
|||||
|
2020
Q4 | $1.77M | Buy |
|