Poehling Capital Management’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-29,444
| Closed | -$563K | – | 137 |
|
|
2024
Q2 | $563K | Sell |
29,444
-3,408
| -10% | -$65.1K | 0.15% | 89 |
|
|
2024
Q1 | $578K | Sell |
32,852
-3,475
| -10% | -$61.2K | 0.15% | 84 |
|
|
2023
Q4 | $610K | Sell |
36,327
-21,663
| -37% | -$364K | 0.19% | 78 |
|
|
2023
Q3 | $871K | Sell |
57,990
-27,832
| -32% | -$418K | 0.3% | 70 |
|
|
2023
Q2 | $1.37M | Sell |
85,822
-8,796
| -9% | -$140K | 0.46% | 60 |
|
|
2023
Q1 | $1.82M | Sell |
94,618
-1,198
| -1% | -$23.1K | 0.61% | 51 |
|
|
2022
Q4 | $1.76M | Buy |
95,816
+11,502
| +14% | +$212K | 0.66% | 51 |
|
|
2022
Q3 | $1.29M | Buy |
+84,314
| New | +$1.29M | 0.54% | 56 |
|
|
2018
Q3 | – | Sell |
-3,662
| Closed | -$89K | – | 240 |
|
|
2018
Q2 | $89K | Buy |
3,662
+891
| +32% | +$21.7K | 0.08% | 125 |
|
|
2018
Q1 | $75K | Buy |
2,771
+265
| +11% | +$7.17K | 0.06% | 125 |
|
|
2017
Q4 | $74K | Buy |
+2,506
| New | +$74K | 0.06% | 127 |
|