Peak Financial 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 | $742K | Buy |
25,644
+504
| +2% | +$14.6K | 0.38% | 38 |
|
|
2025
Q1 | $711K | Sell |
25,140
-1,013
| -4% | -$28.6K | 0.36% | 48 |
|
|
2024
Q4 | $596K | Buy |
26,153
+228
| +0.9% | +$5.19K | 0.31% | 50 |
|
|
2024
Q3 | $570K | Sell |
25,925
-640
| -2% | -$14.1K | 0.29% | 48 |
|
|
2024
Q2 | $508K | Buy |
26,565
+196
| +0.7% | +$3.75K | 0.29% | 46 |
|
|
2024
Q1 | $464K | Sell |
26,369
-87
| -0.3% | -$1.53K | 0.28% | 49 |
|
|
2023
Q4 | $444K | Buy |
26,456
+2,827
| +12% | +$47.4K | 0.3% | 51 |
|
|
2023
Q3 | $355K | Buy |
23,629
+160
| +0.7% | +$2.4K | 0.38% | 29 |
|
|
2023
Q2 | $374K | Buy |
23,469
+6,814
| +41% | +$109K | 0.29% | 48 |
|
|
2023
Q1 | $321K | Sell |
16,655
-470
| -3% | -$9.05K | 0.27% | 41 |
|
|
2022
Q4 | $315K | Sell |
17,125
-2,091
| -11% | -$38.5K | 0.29% | 43 |
|
|
2022
Q3 | $295K | Buy |
19,216
+314
| +2% | +$4.82K | 0.36% | 44 |
|
|
2022
Q2 | $396K | Buy |
+18,902
| New | +$396K | 0.39% | 48 |
|
|
2021
Q2 | – | Sell |
-86,745
| Closed | -$1.98M | – | 81 |
|
|
2021
Q1 | $1.98M | Buy |
86,745
+5,081
| +6% | +$116K | 1.67% | 21 |
|
|
2020
Q4 | $1.77M | Buy |
+81,664
| New | +$1.77M | 1.53% | 24 |
|