Provenance Wealth 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 | $275K | Sell |
9,504
-1,735
| -15% | -$50.2K | 0.04% | 99 |
|
|
2025
Q1 | $318K | Sell |
11,239
-30,428
| -73% | -$861K | 0.05% | 98 |
|
|
2024
Q4 | $949K | Sell |
41,667
-37,936
| -48% | -$864K | 0.12% | 53 |
|
|
2024
Q3 | $1.75M | Buy |
79,603
+2,068
| +3% | +$45.5K | 0.22% | 39 |
|
|
2024
Q2 | $1.48M | Sell |
77,535
-1,246
| -2% | -$23.8K | 0.21% | 38 |
|
|
2024
Q1 | $1.39M | Buy |
78,781
+15,907
| +25% | +$280K | 0.2% | 42 |
|
|
2023
Q4 | $1.06M | Buy |
62,874
+3,845
| +7% | +$64.5K | 0.14% | 60 |
|
|
2023
Q3 | $887K | Buy |
+59,029
| New | +$887K | 0.14% | 58 |
|