SAG
SageView Advisory Group’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.88M | Buy |
104,467
+6,338
| +6% | +$175K | 0.11% | 109 |
|
|
2025
Q1 | $2.78M | Sell |
98,129
-3,933
| -4% | -$111K | 0.12% | 97 |
|
|
2024
Q4 | $2.32M | Buy |
102,062
+32,725
| +47% | +$745K | 0.1% | 112 |
|
|
2024
Q3 | $1.53M | Sell |
69,337
-20,782
| -23% | -$457K | 0.08% | 143 |
|
|
2024
Q2 | $1.72M | Sell |
90,119
-12,079
| -12% | -$231K | 0.08% | 141 |
|
|
2024
Q1 | $1.8M | Sell |
102,198
-20,251
| -17% | -$356K | 0.09% | 122 |
|
|
2023
Q4 | $2.15M | Buy |
122,449
+26,607
| +28% | +$466K | 0.09% | 133 |
|
|
2023
Q3 | $1.44M | Buy |
95,842
+1,902
| +2% | +$28.6K | 0.08% | 155 |
|
|
2023
Q2 | $1.5M | Buy |
93,940
+7,777
| +9% | +$124K | 0.08% | 158 |
|
|
2023
Q1 | $1.66M | Buy |
86,163
+58,033
| +206% | +$1.12M | 0.11% | 129 |
|
|
2022
Q4 | $518K | Buy |
+28,130
| New | +$518K | 0.04% | 238 |
|