SPA
Shore Point Advisors’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $375K | Hold |
12,969
| – | – | 0.18% | 52 |
|
|
2025
Q1 | $367K | Hold |
12,969
| – | – | 0.19% | 49 |
|
|
2024
Q4 | $295K | Buy |
12,969
+410
| +3% | +$9.34K | 0.16% | 55 |
|
|
2024
Q3 | $276K | Buy |
+12,559
| New | +$276K | 0.15% | 56 |
|
|
2022
Q3 | – | Sell |
-9,623
| Closed | -$202K | – | 37 |
|
|
2022
Q2 | $202K | Sell |
9,623
-1,331
| -12% | -$27.9K | 0.19% | 37 |
|
|
2022
Q1 | $259K | Buy |
10,954
+2,000
| +22% | +$47.3K | 0.22% | 32 |
|
|
2021
Q4 | $220K | Buy |
+8,954
| New | +$220K | 0.18% | 32 |
|