Tradition 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
Q2
$441K Buy
15,231
+543
+4% +$15.7K 0.04% 284
2025
Q1
$415K Buy
14,688
+2,452
+20% +$69.3K 0.04% 281
2024
Q4
$279K Sell
12,236
-26
-0.2% -$592 0.02% 333
2024
Q3
$270K Buy
+12,262
New +$270K 0.02% 343
2024
Q1
Sell
-9,592
Closed -$161K 1091
2023
Q4
$161K Buy
9,592
+20
+0.2% +$336 0.02% 358
2023
Q3
$144K Buy
9,572
+140
+1% +$2.11K 0.02% 355
2023
Q2
$150K Sell
9,432
-22,085
-70% -$351K 0.02% 363
2023
Q1
$607K Sell
31,517
-1,835
-6% -$35.3K 0.08% 148
2022
Q4
$614K Sell
33,352
-1,988
-6% -$36.6K 0.09% 140
2022
Q3
$542K Sell
35,340
-633
-2% -$9.71K 0.08% 150
2022
Q2
$754K Sell
35,973
-18,251
-34% -$383K 0.11% 128
2022
Q1
$968K Buy
54,224
+28,949
+115% +$517K 0.12% 129
2021
Q4
$470K Sell
25,275
-3,037
-11% -$56.5K 0.06% 191
2021
Q3
$578K Buy
28,312
+384
+1% +$7.84K 0.08% 160
2021
Q2
$607K Buy
27,928
+3,809
+16% +$82.8K 0.09% 164
2021
Q1
$551K Buy
24,119
+30
+0.1% +$685 0.1% 151
2020
Q4
$523K Buy
+24,089
New +$523K 0.1% 147