Root Financial Partners’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	$448K	Buy	15,490 +5,209	+51%	+$151K	0.04%	138
2025 Q1	$291K	Buy	10,281 +411	+4%	+$11.6K	0.03%	160
2024 Q4	$225K	Buy	+9,870	New	+$225K	0.03%	190