Spire Wealth Management’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
$1.2M Sell
41,334
-37,974
-48% -$1.1M 0.04% 329
2025
Q1
$2.24M Buy
79,308
+33,123
+72% +$937K 0.07% 248
2024
Q4
$1.05M Buy
46,185
+100
+0.2% +$2.28K 0.03% 381
2024
Q3
$1.01M Sell
46,085
-5,140
-10% -$113K 0.03% 373
2024
Q2
$979K Sell
51,225
-6,021
-11% -$115K 0.03% 345
2024
Q1
$1.01M Sell
57,246
-857
-1% -$15.1K 0.02% 376
2023
Q4
$969K Sell
58,103
-12,040
-17% -$201K 0.03% 369
2023
Q3
$1.05M Sell
70,143
-1,090
-2% -$16.4K 0.04% 319
2023
Q2
$1.14M Sell
71,233
-2,404
-3% -$38.3K 0.04% 324
2023
Q1
$1.42M Buy
73,637
+11,903
+19% +$229K 0.06% 282
2022
Q4
$1.14M Buy
61,734
+21,954
+55% +$404K 0.06% 220
2022
Q3
$610K Sell
39,780
-35,329
-47% -$542K 0.04% 293
2022
Q2
$1.57M Sell
75,109
-45,171
-38% -$947K 0.06% 241
2022
Q1
$2.13M Sell
120,280
-104,540
-46% -$1.85M 0.06% 259
2021
Q4
$4.17M Sell
224,820
-12,952
-5% -$240K 0.09% 195
2021
Q3
$4.04M Buy
237,772
+42,544
+22% +$723K 0.11% 181
2021
Q2
$4.24M Sell
195,228
-249,195
-56% -$5.42M 0.11% 178
2021
Q1
$9.95M Buy
+444,423
New +$9.95M 0.26% 106