Second Half Financial Partners’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
$309K Sell
10,660
-217
-2% -$6.28K 0.15% 63
2025
Q1
$308K Buy
10,877
+115
+1% +$3.25K 0.15% 62
2024
Q4
$245K Sell
10,762
-135
-1% -$3.07K 0.12% 80
2024
Q3
$240K Sell
10,897
-827
-7% -$18.2K 0.13% 84
2024
Q2
$224K Buy
11,724
+114
+1% +$2.18K 0.18% 34
2024
Q1
$204K Sell
11,610
-6
-0.1% -$106 0.09% 63
2023
Q4
$195K Buy
11,616
+253
+2% +$4.25K 0.1% 52
2023
Q3
$171K Sell
11,363
-163,564
-94% -$2.46M 0.09% 40
2023
Q2
$2.79M Buy
+174,927
New +$2.79M 0.64% 50
2022
Q3
Sell
-128,543
Closed -$3.89M 62
2022
Q2
$3.89M Sell
128,543
-41,648
-24% -$1.26M 2.99% 14
2022
Q1
$3.89M Buy
+170,191
New +$3.89M 2.99% 14