Retirement Planning Company of New England’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
$344K Sell
11,900
-45
-0.4% -$1.3K 0.15% 164
2025
Q1
$338K Sell
11,945
-73
-0.6% -$2.06K 0.17% 152
2024
Q4
$274K Buy
12,018
+967
+9% +$22K 0.13% 184
2024
Q3
$243K Sell
11,051
-988
-8% -$21.7K 0.12% 191
2024
Q2
$230K Buy
12,039
+1,297
+12% +$24.8K 0.13% 186
2024
Q1
$189K Sell
10,742
-850
-7% -$15K 0.1% 209
2023
Q4
$195K Buy
11,592
+972
+9% +$16.3K 0.09% 220
2023
Q3
$160K Sell
10,620
-7,102
-40% -$107K 0.09% 196
2023
Q2
$283K Buy
17,722
+8
+0% +$128 0.16% 163
2023
Q1
$341K Buy
17,714
+554
+3% +$10.7K 0.21% 140
2022
Q4
$316K Sell
17,160
-626
-4% -$11.5K 0.21% 149
2022
Q3
$272K Sell
17,786
-992
-5% -$15.2K 0.2% 154
2022
Q2
$393K Sell
18,778
-7,387
-28% -$155K 0.27% 118
2022
Q1
$466K Buy
26,165
+356
+1% +$6.34K 0.26% 120
2021
Q4
$479K Buy
+25,809
New +$479K 0.23% 119