San Luis Wealth Advisors’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 | – | Sell |
-12,711
| Closed | -$359K | – | 155 |
|
|
2025
Q1 | $359K | Sell |
12,711
-36,785
| -74% | -$1.04M | 0.08% | 108 |
|
|
2024
Q4 | $1.13M | Buy |
49,496
+2,687
| +6% | +$61.2K | 0.21% | 52 |
|
|
2024
Q3 | $1.03M | Buy |
46,809
+4,066
| +10% | +$89.5K | 0.21% | 51 |
|
|
2024
Q2 | $817K | Sell |
42,743
-15,558
| -27% | -$297K | 0.2% | 54 |
|
|
2024
Q1 | $1.03M | Buy |
58,301
+381
| +0.7% | +$6.71K | 0.54% | 23 |
|
|
2023
Q4 | $972K | Sell |
57,920
-571
| -1% | -$9.58K | 0.41% | 24 |
|
|
2023
Q3 | $879K | Sell |
58,491
-4,860
| -8% | -$73K | 0.42% | 25 |
|
|
2023
Q2 | $1.01M | Sell |
63,351
-6,561
| -9% | -$105K | 0.36% | 69 |
|
|
2023
Q1 | $1.35M | Sell |
69,912
-33,128
| -32% | -$638K | 0.52% | 57 |
|
|
2022
Q4 | $1.9M | Sell |
103,040
-13,294
| -11% | -$245K | 1.77% | 20 |
|
|
2022
Q3 | $1.79M | Buy |
116,334
+63,868
| +122% | +$980K | 1.87% | 14 |
|
|
2022
Q2 | $1.1M | Sell |
52,466
-4,140
| -7% | -$86.8K | 1.26% | 22 |
|
|
2022
Q1 | $1.05M | Hold |
56,606
| – | – | 0.51% | 42 |
|
|
2021
Q4 | $1.05M | Sell |
56,606
-45,948
| -45% | -$854K | 1.07% | 23 |
|
|
2021
Q3 | $2.09M | Buy |
+102,554
| New | +$2.09M | 1.17% | 21 |
|
|
2020
Q4 | $1.96M | Buy |
+90,376
| New | +$1.96M | 1.27% | 21 |
|