Southland Equity Partners’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
$889K Sell
30,733
-164
-0.5% -$4.75K 0.2% 88
2025
Q1
$874K Sell
30,897
-1,388
-4% -$39.3K 0.2% 89
2024
Q4
$735K Sell
32,285
-189
-0.6% -$4.3K 0.17% 96
2024
Q3
$714K Sell
32,474
-35,448
-52% -$780K 0.17% 90
2024
Q2
$1.3M Buy
67,922
+34,783
+105% +$665K 0.37% 54
2024
Q1
$583K Buy
33,139
+689
+2% +$12.1K 0.16% 84
2023
Q4
$545K Sell
32,450
-1,542
-5% -$25.9K 0.17% 83
2023
Q3
$511K Buy
33,992
+2,935
+9% +$44.1K 0.18% 81
2023
Q2
$495K Sell
31,057
-2,738
-8% -$43.7K 0.17% 84
2023
Q1
$651K Sell
33,795
-2,098
-6% -$40.4K 0.26% 63
2022
Q4
$661K Sell
35,893
-601
-2% -$11.1K 0.25% 59
2022
Q3
$560K Buy
36,494
+6,059
+20% +$92.9K 0.28% 62
2022
Q2
$638K Sell
30,435
-9,842
-24% -$206K 0.29% 60
2022
Q1
$719K Sell
40,277
-439
-1% -$7.84K 0.3% 57
2021
Q4
$756K Sell
40,716
-2,086
-5% -$38.8K 0.31% 57
2021
Q3
$873K Buy
42,802
+737
+2% +$15K 0.4% 49
2021
Q2
$914K Buy
42,065
+8,145
+24% +$177K 0.43% 48
2021
Q1
$775K Sell
33,920
-141
-0.4% -$3.22K 0.44% 46
2020
Q4
$740K Buy
+34,061
New +$740K 0.5% 46