Strategic Family Wealth Counselors’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
$677K Sell
23,394
-899
-4% -$26K 0.19% 76
2025
Q1
$687K Buy
24,293
+4,762
+24% +$135K 0.22% 70
2024
Q4
$445K Buy
19,531
+2,329
+14% +$53K 0.14% 89
2024
Q3
$378K Sell
17,202
-17
-0.1% -$374 0.13% 90
2024
Q2
$329K Sell
17,219
-2,562
-13% -$49K 0.13% 88
2024
Q1
$348K Sell
19,781
-1,475
-7% -$26K 0.14% 80
2023
Q4
$357K Sell
21,256
-399
-2% -$6.7K 0.15% 77
2023
Q3
$325K Buy
21,655
+560
+3% +$8.41K 0.16% 73
2023
Q2
$336K Buy
21,095
+6,240
+42% +$99.5K 0.15% 72
2023
Q1
$286K Sell
14,855
-286
-2% -$5.51K 0.14% 78
2022
Q4
$279K Sell
15,141
-515
-3% -$9.48K 0.14% 79
2022
Q3
$240K Buy
15,656
+12
+0.1% +$184 0.12% 78
2022
Q2
$328K Sell
15,644
-5,179
-25% -$109K 0.16% 64
2022
Q1
$372K Buy
20,823
+12
+0.1% +$214 0.15% 67
2021
Q4
$387K Sell
20,811
-2,326
-10% -$43.3K 0.12% 71
2021
Q3
$472K Buy
23,137
+41
+0.2% +$836 0.16% 53
2021
Q2
$502K Buy
23,096
+502
+2% +$10.9K 0.16% 51
2021
Q1
$517K Buy
22,594
+38
+0.2% +$870 0.19% 50
2020
Q4
$490K Buy
22,556
+542
+2% +$11.8K 0.25% 48
2020
Q3
$474K Sell
22,014
-3,265
-13% -$70.3K 0.27% 44
2020
Q2
$577K Buy
25,279
+2,876
+13% +$65.6K 0.36% 42
2020
Q1
$493K Sell
22,403
-1,211
-5% -$26.6K 0.37% 39
2019
Q4
$697K Sell
23,614
-368
-2% -$10.9K 0.56% 36
2019
Q3
$685K Sell
23,982
-1,431
-6% -$40.9K 0.52% 35
2019
Q2
$643K Buy
25,413
+23
+0.1% +$582 0.5% 35
2019
Q1
$601K Buy
25,390
+22
+0.1% +$521 0.49% 35
2018
Q4
$547K Buy
+25,368
New +$547K 0.62% 29