Synergy Asset 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 Q2	$208K	Buy	+7,176	New	+$208K	0.02%	177
2025 Q1	–	Sell	-16,103	Closed	-$368K	–	752
2024 Q4	$368K	Sell	16,103 -92,412	-85%	-$2.11M	0.03%	167
2024 Q3	$2.39M	Buy	+108,515	New	+$2.39M	0.36%	57