Triad Financial Advisors’s AT&T T Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$262K Sell
2023
Q2
$303K Sell
2023
Q1
$370K Buy
2022
Q4
$354K Sell
2022
Q3
$302K Buy
2022
Q2
$408K Sell
2022
Q1
$458K Sell
2021
Q4
$485K Buy