Plan Group Financial’s AT&T T Stock Holding History

Plan Group Financial’s Portfolio T Stock Details T Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.48M	Buy
2025 Q2	$2.29M	Buy
2025 Q1	$2.05M	Buy
2024 Q4	$1.25M	Buy
2024 Q3	$1.11M	Buy
2024 Q2	$802K	Buy
2024 Q1	$381K	Buy
2023 Q4	$172K	Sell
2023 Q3	$466K	Buy
2023 Q2	$292K	Buy