Trifecta Capital Advisors’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
$11.5K Hold
397
﹤0.01% 233
2025
Q1
$11.2K Hold
397
﹤0.01% 212
2024
Q4
$9.04K Hold
397
﹤0.01% 215
2024
Q3
$8.73K Hold
397
﹤0.01% 222
2024
Q2
$7.59K Hold
397
﹤0.01% 229
2024
Q1
$6.99K Hold
397
﹤0.01% 220
2023
Q4
$6.66K Sell
397
-1,374
-78% -$23.1K ﹤0.01% 229
2023
Q3
$26.6K Sell
1,771
-229
-11% -$3.44K 0.01% 166
2023
Q2
$31.9K Sell
2,000
-350
-15% -$5.58K 0.01% 168
2023
Q1
$45.2K Hold
2,350
0.02% 145
2022
Q4
$43.3K Buy
+2,350
New +$43.3K 0.02% 132