Valley Financial Group’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 | $513K | Sell |
17,710
-56
| -0.3% | -$1.62K | 0.31% | 34 |
|
|
2025
Q1 | $502K | Sell |
17,766
-893
| -5% | -$25.3K | 0.33% | 33 |
|
|
2024
Q4 | $425K | Buy |
18,659
+2,139
| +13% | +$48.7K | 0.3% | 36 |
|
|
2024
Q3 | $363K | Hold |
16,520
| – | – | 0.25% | 40 |
|
|
2024
Q2 | $316K | Sell |
16,520
-31
| -0.2% | -$592 | 0.23% | 41 |
|
|
2024
Q1 | $291K | Buy |
16,551
+113
| +0.7% | +$1.99K | 0.22% | 43 |
|
|
2023
Q4 | $276K | Buy |
+16,438
| New | +$276K | 0.22% | 50 |
|