Strait & Sound 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
Q1 | – | Sell |
-11,206
| Closed | -$255K | – | 154 |
|
|
2024
Q4 | $255K | Buy |
11,206
+206
| +2% | +$4.69K | 0.12% | 125 |
|
|
2024
Q3 | $242K | Sell |
11,000
-7,500
| -41% | -$165K | 0.12% | 126 |
|
|
2024
Q2 | $354K | Sell |
18,500
-12,860
| -41% | -$246K | 0.18% | 96 |
|
|
2024
Q1 | $515K | Hold |
31,360
| – | – | 0.29% | 54 |
|
|
2023
Q4 | $515K | Sell |
31,360
-4,665
| -13% | -$76.6K | 0.32% | 53 |
|
|
2023
Q3 | $541K | Buy |
36,025
+20,342
| +130% | +$306K | 0.46% | 45 |
|
|
2023
Q2 | $250K | Sell |
15,683
-420
| -3% | -$6.7K | 0.25% | 90 |
|
|
2023
Q1 | $310K | Buy |
16,103
+2,600
| +19% | +$50.1K | 0.31% | 78 |
|
|
2022
Q4 | $261K | Buy |
+13,503
| New | +$261K | 0.28% | 85 |
|