SWA
SOA Wealth Advisors’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $569K | Buy |
19,661
+81
| +0.4% | +$2.34K | 0.11% | 108 |
|
|
2025
Q1 | $554K | Sell |
19,580
-229
| -1% | -$6.48K | 0.12% | 102 |
|
|
2024
Q4 | $451K | Buy |
19,809
+401
| +2% | +$9.13K | 0.08% | 121 |
|
|
2024
Q3 | $427K | Buy |
19,408
+51
| +0.3% | +$1.12K | 0.08% | 122 |
|
|
2024
Q2 | $370K | Sell |
19,357
-955
| -5% | -$18.3K | 0.07% | 127 |
|
|
2024
Q1 | $357K | Buy |
20,312
+107
| +0.5% | +$1.88K | 0.07% | 127 |
|
|
2023
Q4 | $339K | Sell |
20,205
-696
| -3% | -$11.7K | 0.08% | 129 |
|
|
2023
Q3 | $314K | Buy |
20,901
+156
| +0.8% | +$2.34K | 0.08% | 126 |
|
|
2023
Q2 | $331K | Sell |
20,745
-83
| -0.4% | -$1.32K | 0.08% | 126 |
|
|
2023
Q1 | $401K | Buy |
20,828
+211
| +1% | +$4.06K | 0.1% | 105 |
|
|
2022
Q4 | $380K | Buy |
20,617
+107
| +0.5% | +$1.97K | 0.1% | 104 |
|
|
2022
Q3 | $314K | Buy |
20,510
+206
| +1% | +$3.15K | 0.09% | 109 |
|
|
2022
Q2 | $425K | Buy |
20,304
+37
| +0.2% | +$774 | 0.13% | 92 |
|
|
2022
Q1 | $478K | Buy |
20,267
+681
| +3% | +$16.1K | 0.12% | 102 |
|
|
2021
Q4 | $485K | Buy |
19,586
+913
| +5% | +$22.6K | 0.12% | 100 |
|
|
2021
Q3 | $504K | Buy |
18,673
+636
| +4% | +$17.2K | 0.13% | 98 |
|
|
2021
Q2 | $519K | Buy |
18,037
+311
| +2% | +$8.95K | 0.13% | 98 |
|
|
2021
Q1 | $536K | Buy |
17,726
+1,300
| +8% | +$39.3K | 0.15% | 90 |
|
|
2020
Q4 | $468K | Buy |
+16,426
| New | +$468K | 0.13% | 91 |
|