Souders Financial Advisors’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-10,622
| Closed | -$217K | – | 142 |
|
|
2021
Q3 | $217K | Buy |
10,622
+478
| +5% | +$9.77K | 0.07% | 128 |
|
|
2021
Q2 | $221K | Sell |
10,144
-1,164
| -10% | -$25.4K | 0.07% | 128 |
|
|
2021
Q1 | $259K | Buy |
+11,308
| New | +$259K | 0.1% | 110 |
|
|
2020
Q4 | – | Sell |
-13,457
| Closed | -$293K | – | 116 |
|
|
2020
Q3 | $293K | Buy |
13,457
+93
| +0.7% | +$2.03K | 0.14% | 91 |
|
|
2020
Q2 | $305K | Buy |
13,364
+394
| +3% | +$8.99K | 0.17% | 80 |
|
|
2020
Q1 | $286K | Buy |
+12,970
| New | +$286K | 0.25% | 73 |
|