Powell Investment Advisors’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 | $509K | Buy |
17,581
+140
| +0.8% | +$4.05K | 0.19% | 75 |
|
|
2025
Q1 | $493K | Buy |
17,441
+157
| +0.9% | +$4.44K | 0.24% | 65 |
|
|
2024
Q4 | $394K | Buy |
17,284
+168
| +1% | +$3.83K | 0.18% | 79 |
|
|
2024
Q3 | $377K | Buy |
17,116
+190
| +1% | +$4.18K | 0.18% | 76 |
|
|
2024
Q2 | $323K | Buy |
+16,926
| New | +$323K | 0.17% | 82 |
|
|
2023
Q4 | – | Sell |
-28,296
| Closed | -$425K | – | 155 |
|
|
2023
Q3 | $425K | Sell |
28,296
-132
| -0.5% | -$1.98K | 0.26% | 65 |
|
|
2023
Q2 | $453K | Sell |
28,428
-1,189
| -4% | -$19K | 0.27% | 65 |
|
|
2023
Q1 | $570K | Sell |
29,617
-155
| -0.5% | -$2.98K | 0.32% | 56 |
|
|
2022
Q4 | $548K | Buy |
29,772
+246
| +0.8% | +$4.53K | 0.32% | 54 |
|
|
2022
Q3 | $453K | Buy |
29,526
+8,073
| +38% | +$124K | 0.3% | 59 |
|
|
2022
Q2 | $450K | Buy |
21,453
+9,371
| +78% | +$197K | 0.27% | 58 |
|
|
2022
Q1 | $216K | Buy |
12,082
+662
| +6% | +$11.8K | 0.13% | 97 |
|
|
2021
Q4 | $212K | Sell |
11,420
-6,811
| -37% | -$126K | 0.12% | 100 |
|
|
2021
Q3 | $372K | Hold |
18,231
| – | – | 0.23% | 59 |
|
|
2021
Q2 | $396K | Hold |
18,231
| – | – | 0.24% | 57 |
|
|
2021
Q1 | $417K | Sell |
18,231
-19
| -0.1% | -$435 | 0.27% | 50 |
|
|
2020
Q4 | $396K | Sell |
18,250
-287
| -2% | -$6.23K | 0.3% | 49 |
|
|
2020
Q3 | $399K | Sell |
18,537
-9,708
| -34% | -$209K | 0.34% | 44 |
|
|
2020
Q2 | $645K | Buy |
28,245
+170
| +0.6% | +$3.88K | 0.62% | 28 |
|
|
2020
Q1 | $618K | Buy |
28,075
+3,108
| +12% | +$68.4K | 0.75% | 26 |
|
|
2019
Q4 | $737K | Buy |
+24,967
| New | +$737K | 0.77% | 22 |
|