Sierra Summit 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 | $212K | Hold |
7,314
| – | – | 0.04% | 175 |
|
|
2025
Q1 | $207K | Buy |
+7,314
| New | +$207K | 0.04% | 175 |
|
|
2024
Q3 | – | Sell |
-13,521
| Closed | -$258K | – | 156 |
|
|
2024
Q2 | $258K | Buy |
13,521
+3,316
| +32% | +$63.4K | 0.06% | 139 |
|
|
2024
Q1 | $180K | Sell |
10,205
-9,963
| -49% | -$175K | 0.05% | 144 |
|
|
2023
Q4 | $338K | Buy |
+20,168
| New | +$338K | 0.1% | 118 |
|