Plan Group 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 | $2.29M | Buy |
78,983
+6,381
| +9% | +$185K | 0.75% | 39 |
|
|
2025
Q1 | $2.05M | Buy |
72,602
+17,910
| +33% | +$506K | 0.73% | 31 |
|
|
2024
Q4 | $1.25M | Buy |
54,692
+4,375
| +9% | +$99.6K | 0.66% | 31 |
|
|
2024
Q3 | $1.11M | Buy |
50,317
+8,332
| +20% | +$183K | 0.58% | 35 |
|
|
2024
Q2 | $802K | Buy |
41,985
+20,359
| +94% | +$389K | 0.49% | 46 |
|
|
2024
Q1 | $381K | Buy |
21,626
+11,375
| +111% | +$200K | 0.25% | 59 |
|
|
2023
Q4 | $172K | Sell |
10,251
-20,744
| -67% | -$348K | 0.15% | 69 |
|
|
2023
Q3 | $466K | Buy |
30,995
+10,248
| +49% | +$154K | 0.34% | 37 |
|
|
2023
Q2 | $292K | Buy |
+20,747
| New | +$292K | 0.24% | 52 |
|