Phoenix Financial’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 | $2.08M | Buy |
71,862
+47,001
| +189% | +$1.36M | 0.03% | 178 |
|
|
2025
Q1 | $707K | Buy |
+24,861
| New | +$707K | 0.01% | 235 |
|
|
2023
Q3 | – | Sell |
-66,207
| Closed | -$1.06M | – | 335 |
|
|
2023
Q2 | $1.06M | Buy |
+66,207
| New | +$1.06M | 0.02% | 208 |
|
|
2020
Q3 | – | Sell |
-17,293
| Closed | -$375K | – | 364 |
|
|
2020
Q2 | $375K | Sell |
17,293
-45,367
| -72% | -$984K | 0.02% | 250 |
|
|
2020
Q1 | $1.35M | Sell |
62,660
-1,211
| -2% | -$26K | 0.07% | 183 |
|
|
2019
Q4 | $1.87M | Sell |
63,871
-30,596
| -32% | -$898K | 0.08% | 133 |
|
|
2019
Q3 | $2.55M | Buy |
+94,467
| New | +$2.55M | 0.12% | 122 |
|