SS&H 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.89M | Buy |
134,506
+2,926
| +2% | +$84.7K | 1.3% | 18 |
|
|
2025
Q1 | $3.72M | Sell |
131,580
-1,200
| -0.9% | -$33.9K | 1.39% | 18 |
|
|
2024
Q4 | $3.02M | Sell |
132,780
-1,000
| -0.7% | -$22.8K | 1.1% | 22 |
|
|
2024
Q3 | $2.94M | Sell |
133,780
-904
| -0.7% | -$19.9K | 1.07% | 21 |
|
|
2024
Q2 | $2.57M | Sell |
134,684
-5,400
| -4% | -$103K | 1% | 26 |
|
|
2024
Q1 | $2.47M | Sell |
140,084
-5,030
| -3% | -$88.5K | 1.03% | 28 |
|
|
2023
Q4 | $2.44M | Buy |
145,114
+8,505
| +6% | +$143K | 1.03% | 28 |
|
|
2023
Q3 | $2.05M | Buy |
+136,609
| New | +$2.05M | 0.96% | 27 |
|
|
2023
Q1 | $1.82M | Buy |
94,614
+50
| +0.1% | +$963 | 0.83% | 35 |
|
|
2022
Q4 | $1.74M | Sell |
94,564
-610
| -0.6% | -$11.2K | 0.83% | 35 |
|
|
2022
Q3 | $1.46M | Sell |
95,174
-150
| -0.2% | -$2.3K | 0.75% | 36 |
|
|
2022
Q2 | $2M | Sell |
95,324
-34,460
| -27% | -$722K | 0.92% | 31 |
|
|
2022
Q1 | $2.32M | Buy |
+129,784
| New | +$2.32M | 0.91% | 35 |
|