Poinciana Advisors Group’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
$369K Buy
12,741
+145
+1% +$4.2K 0.33% 53
2025
Q1
$356K Sell
12,596
-24
-0.2% -$679 0.37% 45
2024
Q4
$287K Buy
+12,620
New +$287K 0.29% 60