SMA
Sage Mountain Advisors’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Buy |
52,274
+11,269
| +27% | +$326K | 0.1% | 97 |
|
|
2025
Q1 | $1.16M | Buy |
41,005
+3,192
| +8% | +$90.3K | 0.09% | 105 |
|
|
2024
Q4 | $861K | Buy |
37,813
+4,493
| +13% | +$102K | 0.06% | 138 |
|
|
2024
Q3 | $733K | Buy |
33,320
+4,338
| +15% | +$95.4K | 0.06% | 146 |
|
|
2024
Q2 | $554K | Sell |
28,982
-3,693
| -11% | -$70.6K | 0.05% | 166 |
|
|
2024
Q1 | $575K | Buy |
32,675
+14,517
| +80% | +$255K | 0.06% | 140 |
|
|
2023
Q4 | $305K | Buy |
18,158
+4,207
| +30% | +$70.6K | 0.04% | 196 |
|
|
2023
Q3 | $210K | Sell |
13,951
-1,227
| -8% | -$18.4K | 0.03% | 241 |
|
|
2023
Q2 | $242K | Sell |
15,178
-6,880
| -31% | -$110K | 0.03% | 213 |
|
|
2023
Q1 | $425K | Buy |
22,058
+10,606
| +93% | +$204K | 0.07% | 120 |
|
|
2022
Q4 | $211K | Buy |
+11,452
| New | +$211K | 0.05% | 151 |
|
|
2022
Q3 | – | Sell |
-10,573
| Closed | -$222K | – | 403 |
|
|
2022
Q2 | $222K | Buy |
+10,573
| New | +$222K | 0.04% | 410 |
|
|
2022
Q1 | – | Sell |
-19,723
| Closed | -$485K | – | 697 |
|
|
2021
Q4 | $485K | Sell |
19,723
-948
| -5% | -$23.3K | 0.06% | 314 |
|
|
2021
Q3 | $558K | Buy |
20,671
+521
| +3% | +$14.1K | 0.08% | 230 |
|
|
2021
Q2 | $580K | Buy |
20,150
+6,432
| +47% | +$185K | 0.1% | 205 |
|
|
2021
Q1 | $415K | Buy |
13,718
+1,880
| +16% | +$56.9K | 0.09% | 187 |
|
|
2020
Q4 | $340K | Buy |
+11,838
| New | +$340K | 0.11% | 122 |
|