SFG
Sovereign Financial Group’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Sell |
40,386
-533
| -1% | -$15.4K | 0.24% | 79 |
|
|
2025
Q1 | $1.16M | Sell |
40,919
-10,935
| -21% | -$309K | 0.27% | 71 |
|
|
2024
Q4 | $1.18M | Buy |
51,854
+1,606
| +3% | +$36.6K | 0.27% | 74 |
|
|
2024
Q3 | $1.11M | Buy |
50,248
+4,455
| +10% | +$98K | 0.26% | 78 |
|
|
2024
Q2 | $875K | Sell |
45,793
-4
| -0% | -$76 | 0.22% | 90 |
|
|
2024
Q1 | $806K | Buy |
45,797
+11,624
| +34% | +$205K | 0.21% | 91 |
|
|
2023
Q4 | $573K | Sell |
34,173
-2,677
| -7% | -$44.9K | 0.17% | 114 |
|
|
2023
Q3 | $553K | Sell |
36,850
-2,882
| -7% | -$43.3K | 0.2% | 108 |
|
|
2023
Q2 | $634K | Buy |
39,732
+2,518
| +7% | +$40.2K | 0.21% | 114 |
|
|
2023
Q1 | $716K | Sell |
37,214
-126
| -0.3% | -$2.43K | 0.27% | 89 |
|
|
2022
Q4 | $687K | Buy |
37,340
+1,594
| +4% | +$29.3K | 0.27% | 95 |
|
|
2022
Q3 | $548K | Buy |
35,746
+101
| +0.3% | +$1.55K | 0.22% | 102 |
|
|
2022
Q2 | $747K | Sell |
35,645
-2,624
| -7% | -$55K | 0.29% | 86 |
|
|
2022
Q1 | $904K | Buy |
38,269
+9,444
| +33% | +$223K | 0.34% | 77 |
|
|
2021
Q4 | $709K | Sell |
28,825
-10,699
| -27% | -$263K | 0.28% | 91 |
|
|
2021
Q3 | $1.07M | Sell |
39,524
-5,024
| -11% | -$136K | 0.61% | 40 |
|
|
2021
Q2 | $1.35M | Hold |
44,548
| – | – | 0.82% | 32 |
|
|
2021
Q1 | $1.35M | Buy |
44,548
+8,103
| +22% | +$245K | 0.84% | 30 |
|
|
2020
Q4 | $1.05M | Buy |
+36,445
| New | +$1.05M | 0.75% | 35 |
|