Swan Capital’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 | $332K | Buy |
11,484
+300
| +3% | +$8.68K | 0.14% | 33 |
|
|
2025
Q1 | $316K | Hold |
11,184
| – | – | 0.15% | 30 |
|
|
2024
Q4 | $255K | Sell |
11,184
-525
| -4% | -$12K | 0.12% | 33 |
|
|
2024
Q3 | $258K | Sell |
11,709
-1,288
| -10% | -$28.3K | 0.13% | 32 |
|
|
2024
Q2 | $248K | Hold |
12,997
| – | – | 0.14% | 33 |
|
|
2024
Q1 | $229K | Buy |
12,997
+926
| +8% | +$16.3K | 0.13% | 34 |
|
|
2023
Q4 | $203K | Buy |
12,071
+362
| +3% | +$6.07K | 0.13% | 30 |
|
|
2023
Q3 | $176K | Buy |
+11,709
| New | +$176K | 0.14% | 30 |
|
|
2023
Q1 | $405K | Buy |
+21,037
| New | +$405K | 0.39% | 22 |
|