Safeguard Investment 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
2025
Q2
$2.09M Sell
72,286
-1,806
-2% -$52.3K 0.52% 22
2025
Q1
$2.1M Buy
74,092
+2,567
+4% +$72.6K 0.57% 20
2024
Q4
$1.63M Buy
71,525
+923
+1% +$21K 0.45% 23
2024
Q3
$1.55M Sell
70,602
-3,085
-4% -$67.9K 0.44% 20
2024
Q2
$1.41M Sell
73,687
-6,128
-8% -$117K 0.44% 26
2024
Q1
$1.4M Sell
79,815
-23,755
-23% -$418K 0.48% 24
2023
Q4
$1.74M Sell
103,570
-37
-0% -$621 0.65% 20
2023
Q3
$1.56M Sell
103,607
-1,045
-1% -$15.7K 0.68% 19
2023
Q2
$1.67M Buy
104,652
+2,296
+2% +$36.6K 0.71% 21
2023
Q1
$1.97M Buy
102,356
+3,792
+4% +$73K 0.95% 20
2022
Q4
$1.81M Buy
98,564
+343
+0.3% +$6.32K 1.12% 23
2022
Q3
$1.51M Buy
98,221
+7,353
+8% +$113K 1.03% 24
2022
Q2
$2.15M Sell
90,868
-29,441
-24% -$696K 1.32% 20
2022
Q1
$2.15M Buy
120,309
+296
+0.2% +$5.28K 1.47% 18
2021
Q4
$2.23M Sell
120,013
-3,576
-3% -$66.4K 1.3% 20
2021
Q3
$2.52M Sell
123,589
-3,992
-3% -$81.4K 1.63% 15
2021
Q2
$2.77M Sell
127,581
-1,720
-1% -$37.4K 1.98% 15
2021
Q1
$2.96M Buy
129,301
+214
+0.2% +$4.89K 2.64% 11
2020
Q4
$2.8M Buy
+129,087
New +$2.8M 2.49% 7