SIA
Schechter Investment Advisors’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $797K | Buy |
28,165
+6,667
| +31% | +$189K | 0.07% | 267 |
|
|
2024
Q4 | $490K | Buy |
21,498
+235
| +1% | +$5.35K | 0.04% | 390 |
|
|
2024
Q3 | $468K | Buy |
21,263
+2,436
| +13% | +$53.6K | 0.03% | 412 |
|
|
2024
Q2 | $360K | Buy |
18,827
+1,866
| +11% | +$35.7K | 0.03% | 442 |
|
|
2024
Q1 | $299K | Buy |
16,961
+915
| +6% | +$16.1K | 0.02% | 498 |
|
|
2023
Q4 | $269K | Buy |
+16,046
| New | +$269K | 0.02% | 487 |
|
|
2023
Q2 | – | Sell |
-53,357
| Closed | -$1.03M | – | 696 |
|
|
2023
Q1 | $1.03M | Buy |
53,357
+2,048
| +4% | +$39.4K | 0.1% | 247 |
|
|
2022
Q4 | $945K | Buy |
51,309
+36,886
| +256% | +$679K | 0.09% | 310 |
|
|
2022
Q3 | $222K | Sell |
14,423
-37,532
| -72% | -$578K | 0.02% | 808 |
|
|
2022
Q2 | $1.09M | Buy |
51,955
+33,320
| +179% | +$698K | 0.11% | 257 |
|
|
2022
Q1 | $440K | Buy |
18,635
+8,261
| +80% | +$195K | 0.04% | 570 |
|
|
2021
Q4 | $255K | Buy |
+10,374
| New | +$255K | 0.02% | 729 |
|