True Link Financial 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
Q1 | – | Sell |
-11,059
| Closed | -$252K | – | 108 |
|
|
2024
Q4 | $252K | Buy |
+11,059
| New | +$252K | 0.02% | 64 |
|
|
2024
Q1 | – | Sell |
-10,519
| Closed | -$177K | – | 75 |
|
|
2023
Q4 | $177K | Buy |
+10,519
| New | +$177K | 0.02% | 61 |
|
|
2022
Q2 | – | Sell |
-14,116
| Closed | -$252K | – | 133 |
|
|
2022
Q1 | $252K | Hold |
14,116
| – | – | 0.04% | 115 |
|
|
2021
Q4 | $262K | Buy |
14,116
+14,003
| +12,392% | +$260K | 0.04% | 196 |
|
|
2021
Q3 | $2K | Hold |
113
| – | – | ﹤0.01% | 750 |
|
|
2021
Q2 | $2K | Hold |
113
| – | – | ﹤0.01% | 685 |
|
|
2021
Q1 | $3K | Sell |
113
-403
| -78% | -$10.7K | ﹤0.01% | 672 |
|
|
2020
Q4 | $11K | Buy |
+516
| New | +$11K | ﹤0.01% | 636 |
|