Private Advisory Group’s AT&T T Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-55,959
| Closed | -$939K | – | 213 |
|
2023
Q4 | $939K | Sell |
55,959
-2,489
| -4% | -$41.8K | 0.16% | 100 |
|
2023
Q3 | $878K | Buy |
58,448
+2,157
| +4% | +$32.4K | 0.17% | 103 |
|
2023
Q2 | $898K | Sell |
56,291
-56,239
| -50% | -$897K | 0.18% | 109 |
|
2023
Q1 | $2.17M | Buy |
112,530
+63,228
| +128% | +$1.22M | 0.46% | 54 |
|
2022
Q4 | $908K | Sell |
49,302
-40
| -0.1% | -$736 | 0.2% | 96 |
|
2022
Q3 | $757K | Sell |
49,342
-202,037
| -80% | -$3.1M | 0.17% | 103 |
|
2022
Q2 | $5.27M | Sell |
251,379
-94,452
| -27% | -$1.98M | 1.19% | 27 |
|
2022
Q1 | $6.17M | Buy |
+345,831
| New | +$6.17M | 1.21% | 26 |
|