SkyOak Wealth’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 | $1.26M | Buy |
43,486
+883
| +2% | +$25.6K | 0.25% | 71 |
|
|
2025
Q1 | $1.2M | Buy |
42,603
+1,515
| +4% | +$42.8K | 0.26% | 72 |
|
|
2024
Q4 | $936K | Buy |
41,088
+10,407
| +34% | +$237K | 0.2% | 77 |
|
|
2024
Q3 | $675K | Sell |
30,681
-15
| -0% | -$330 | 0.15% | 92 |
|
|
2024
Q2 | $587K | Sell |
30,696
-5,960
| -16% | -$114K | 0.14% | 105 |
|
|
2024
Q1 | $645K | Buy |
36,656
+680
| +2% | +$12K | 0.15% | 100 |
|
|
2023
Q4 | $604K | Buy |
35,976
+12,879
| +56% | +$216K | 0.16% | 104 |
|
|
2023
Q3 | $347K | Sell |
23,097
-13,400
| -37% | -$201K | 0.1% | 138 |
|
|
2023
Q2 | $582K | Buy |
36,497
+17,454
| +92% | +$278K | 0.16% | 107 |
|
|
2023
Q1 | $367K | Sell |
19,043
-140
| -0.7% | -$2.7K | 0.11% | 140 |
|
|
2022
Q4 | $353K | Sell |
19,183
-689
| -3% | -$12.7K | 0.12% | 144 |
|
|
2022
Q3 | $305K | Sell |
19,872
-200
| -1% | -$3.07K | 0.11% | 151 |
|
|
2022
Q2 | $421K | Sell |
20,072
-10,891
| -35% | -$228K | 0.14% | 125 |
|
|
2022
Q1 | $553K | Buy |
30,963
+3,979
| +15% | +$71.1K | 0.15% | 121 |
|
|
2021
Q4 | $501K | Sell |
26,984
-1,821
| -6% | -$33.8K | 0.13% | 136 |
|
|
2021
Q3 | $588K | Buy |
28,805
+1,067
| +4% | +$21.8K | 0.16% | 117 |
|
|
2021
Q2 | $603K | Sell |
27,738
-4,715
| -15% | -$103K | 0.16% | 116 |
|
|
2021
Q1 | $759K | Hold |
32,453
| – | – | 0.21% | 101 |
|
|
2020
Q4 | $705K | Sell |
32,453
-1,060
| -3% | -$23K | 0.22% | 105 |
|
|
2020
Q3 | $722K | Sell |
33,513
-11,605
| -26% | -$250K | 0.26% | 92 |
|
|
2020
Q2 | $1.03M | Buy |
45,118
+1,594
| +4% | +$36.4K | 0.38% | 66 |
|
|
2020
Q1 | $958K | Sell |
43,524
-2,320
| -5% | -$51.1K | 0.49% | 49 |
|
|
2019
Q4 | $1.35M | Buy |
+45,844
| New | +$1.35M | 0.42% | 57 |
|