Strategic Wealth Investment Group’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 | $868 | Buy |
+30
| New | +$868 | ﹤0.01% | 133 |
|
|
2024
Q3 | – | Sell |
-13,719
| Closed | -$260K | – | 142 |
|
|
2024
Q2 | $260K | Buy |
+13,719
| New | +$260K | 0.03% | 114 |
|
|
2023
Q4 | $4.74M | Buy |
282,762
+20,242
| +8% | +$340K | 0.71% | 46 |
|
|
2023
Q3 | $3.94M | Buy |
262,520
+46,989
| +22% | +$706K | 0.71% | 46 |
|
|
2023
Q2 | $3.44M | Buy |
+215,531
| New | +$3.44M | 0.55% | 50 |
|
|
2023
Q1 | – | Sell |
-135,442
| Closed | -$2.58M | – | 48 |
|
|
2022
Q4 | $2.58M | Buy |
135,442
+23,008
| +20% | +$438K | 0.6% | 47 |
|
|
2022
Q3 | $1.73M | Buy |
112,434
+8,284
| +8% | +$127K | 0.5% | 47 |
|
|
2022
Q2 | $2.18M | Sell |
104,150
-96,375
| -48% | -$2.02M | 0.55% | 52 |
|
|
2022
Q1 | $3.58M | Buy |
200,525
+13,743
| +7% | +$245K | 0.85% | 35 |
|
|
2021
Q4 | $3.47M | Buy |
186,782
+9,012
| +5% | +$167K | 0.9% | 34 |
|
|
2021
Q3 | $3.62M | Buy |
177,770
+11,879
| +7% | +$242K | 1.08% | 26 |
|
|
2021
Q2 | $3.61M | Buy |
165,891
+36,234
| +28% | +$788K | 1.28% | 20 |
|
|
2021
Q1 | $2.96M | Buy |
129,657
+22,661
| +21% | +$518K | 1.42% | 16 |
|
|
2020
Q4 | $2.32M | Buy |
106,996
+22,305
| +26% | +$484K | 1.36% | 16 |
|
|
2020
Q3 | $1.82M | Buy |
84,691
+10,698
| +14% | +$230K | 1.37% | 18 |
|
|
2020
Q2 | $1.69M | Sell |
73,993
-41,488
| -36% | -$947K | 1.65% | 15 |
|
|
2020
Q1 | $2.54M | Buy |
115,481
+8,240
| +8% | +$181K | 4.14% | 8 |
|
|
2019
Q4 | $3.17M | Buy |
+107,241
| New | +$3.17M | 3.28% | 9 |
|