SFA
Source Financial Advisors’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-14,337
| Closed | -$229K | – | 132 |
|
|
2023
Q2 | $229K | Sell |
14,337
-98
| -0.7% | -$1.56K | 0.08% | 121 |
|
|
2023
Q1 | $278K | Buy |
14,435
+29
| +0.2% | +$558 | 0.09% | 106 |
|
|
2022
Q4 | $265K | Sell |
14,406
-129
| -0.9% | -$2.38K | 0.1% | 109 |
|
|
2022
Q3 | $223K | Buy |
14,535
+419
| +3% | +$6.43K | 0.09% | 106 |
|
|
2022
Q2 | $296K | Buy |
14,116
+1,529
| +12% | +$32.1K | 0.12% | 97 |
|
|
2022
Q1 | $298K | Buy |
12,587
+662
| +6% | +$15.7K | 0.09% | 94 |
|
|
2021
Q4 | $293K | Buy |
+11,925
| New | +$293K | 0.08% | 96 |
|