Source Financial Advisors LLC
- SEC CIK
- 0001830954
- Latest filing
- Nov 1, 2024
T holding history
AT&T Inc. in every 13F filed by Source Financial Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
T overviewAll 13F holders of TFull Q3 2024 holdings
- Shares (Q3 2023)
- 0
- Sold out in Q3 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 7
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2023 | 0 | $0 | 0.0% | −14,337−100.0% | Sold out | Holders |
| Q2 2023 | 14,337 | $228.7K | 0.1% | −98−0.7% | Reduced | Holders |
| Q1 2023 | 14,435 | $277.9K | 0.1% | +29+0.2% | Added | Holders |
| Q4 2022 | 14,406 | $265.2K | 0.1% | −129−0.9% | Reduced | Holders |
| Q3 2022 | 14,535 | $223.0K | 0.1% | +419+3.0% | Added | Holders |
| Q2 2022 | 14,116 | $296.0K | 0.1% | +1,529+12.1% | Added | Holders |
| Q1 2022 | 12,587 | $298.0K | 0.1% | +662+5.6% | Added | Holders |
| Q4 2021 | 11,925 | $293.0K | 0.1% | +11,925 | New | Holders |