US 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 | $295K | Buy |
10,423
+1,448
| +16% | +$40.9K | 0.09% | 78 |
|
|
2024
Q4 | $204K | Buy |
+8,975
| New | +$204K | 0.06% | 86 |
|
|
2022
Q2 | – | Sell |
-11,717
| Closed | -$209K | – | 78 |
|
|
2022
Q1 | $209K | Buy |
+11,717
| New | +$209K | 0.1% | 70 |
|
|
2016
Q2 | – | Sell |
-837
| Closed | -$25K | – | 358 |
|
|
2016
Q1 | $25K | Sell |
837
-3,919
| -82% | -$117K | 0.04% | 141 |
|
|
2015
Q4 | $124K | Buy |
4,756
+628
| +15% | +$16.4K | 0.12% | 82 |
|
|
2015
Q3 | $102K | Buy |
4,128
+540
| +15% | +$13.3K | 0.17% | 69 |
|
|
2015
Q2 | $96K | Buy |
3,588
+95
| +3% | +$2.54K | 0.09% | 71 |
|
|
2015
Q1 | $86K | Sell |
3,493
-1,044
| -23% | -$25.7K | 0.08% | 76 |
|
|
2014
Q4 | $115K | Buy |
+4,537
| New | +$115K | 0.1% | 70 |
|