Shum Financial Group’s AT&T T Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	$404K	Sell	14,298 -513	-3%	-$14.5K	0.35%	69
2024 Q4	$337K	Sell	14,811 -681	-4%	-$15.5K	0.29%	74
2024 Q3	$342K	Buy	+15,492	New	+$342K	0.28%	77