Advisory Research’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-17,107
| Closed | -$273K | – | 488 |
|
|
2023
Q2 | $273K | Buy |
+17,107
| New | +$273K | 0.04% | 389 |
|
|
2021
Q4 | – | Sell |
-40,845
| Closed | -$833K | – | 383 |
|
|
2021
Q3 | $833K | Hold |
40,845
| – | – | 0.05% | 216 |
|
|
2021
Q2 | $888K | Hold |
40,845
| – | – | 0.06% | 224 |
|
|
2021
Q1 | $934K | Sell |
40,845
-44,447
| -52% | -$1.02M | 0.07% | 213 |
|
|
2020
Q4 | $1.85M | Buy |
85,292
+42,646
| +100% | +$926K | 0.14% | 129 |
|
|
2020
Q3 | $918K | Hold |
42,646
| – | – | 0.09% | 185 |
|
|
2020
Q2 | $974K | Hold |
42,646
| – | – | 0.09% | 173 |
|
|
2020
Q1 | $939K | Sell |
42,646
-645
| -1% | -$14.2K | 0.07% | 137 |
|
|
2019
Q4 | $1.28M | Sell |
43,291
-197
| -0.5% | -$5.82K | 0.06% | 152 |
|
|
2019
Q3 | $1.24M | Sell |
43,488
-28
| -0.1% | -$800 | 0.06% | 169 |
|
|
2019
Q2 | $1.1M | Hold |
43,516
| – | – | 0.02% | 244 |
|
|
2019
Q1 | $1.03M | Sell |
43,516
-1,656
| -4% | -$39.2K | 0.02% | 238 |
|
|
2018
Q4 | $974K | Sell |
45,172
-35
| -0.1% | -$755 | 0.02% | 235 |
|
|
2018
Q3 | $1.15M | Sell |
45,207
-8,345
| -16% | -$212K | 0.02% | 250 |
|
|
2018
Q2 | $1.3M | Buy |
53,552
+101
| +0.2% | +$2.45K | 0.02% | 248 |
|
|
2018
Q1 | $1.44M | Sell |
53,451
-118
| -0.2% | -$3.18K | 0.03% | 240 |
|
|
2017
Q4 | $1.57M | Buy |
53,569
+4,161
| +8% | +$122K | 0.03% | 242 |
|
|
2017
Q3 | $1.46M | Sell |
49,408
-1,849
| -4% | -$54.7K | 0.02% | 249 |
|
|
2017
Q2 | $1.46M | Buy |
51,257
+45
| +0.1% | +$1.28K | 0.02% | 268 |
|
|
2017
Q1 | $1.61M | Sell |
51,212
-635
| -1% | -$19.9K | 0.02% | 276 |
|
|
2016
Q4 | $1.67M | Buy |
51,847
+136
| +0.3% | +$4.37K | 0.02% | 228 |
|
|
2016
Q3 | $1.59M | Sell |
51,711
-23
| -0% | -$705 | 0.03% | 153 |
|
|
2016
Q2 | $1.69M | Sell |
51,734
-33
| -0.1% | -$1.08K | 0.03% | 148 |
|
|
2016
Q1 | $1.53M | Sell |
51,767
-802
| -2% | -$23.7K | 0.03% | 155 |
|
|
2015
Q4 | $1.37M | Sell |
52,569
-27
| -0.1% | -$702 | 0.02% | 173 |
|
|
2015
Q3 | $1.29M | Sell |
52,596
-12,400
| -19% | -$305K | 0.02% | 198 |
|
|
2015
Q2 | $1.74M | Buy |
64,996
+19
| +0% | +$510 | 0.02% | 193 |
|
|
2015
Q1 | $1.6M | Buy |
64,977
+319
| +0.5% | +$7.87K | 0.02% | 202 |
|
|
2014
Q4 | $1.64M | Sell |
64,658
-1,783
| -3% | -$45.2K | 0.02% | 213 |
|
|
2014
Q3 | $1.77M | Sell |
66,441
-30,150
| -31% | -$802K | 0.02% | 212 |
|
|
2014
Q2 | $2.58M | Sell |
96,591
-4,917
| -5% | -$131K | 0.02% | 191 |
|
|
2014
Q1 | $2.69M | Sell |
101,508
-3,350
| -3% | -$88.7K | 0.03% | 173 |
|
|
2013
Q4 | $2.79M | Sell |
104,858
-14,564
| -12% | -$387K | 0.03% | 181 |
|
|
2013
Q3 | $3.05M | Sell |
119,422
-16,309
| -12% | -$417K | 0.03% | 181 |
|
|
2013
Q2 | $3.63M | Buy |
+135,731
| New | +$3.63M | 0.04% | 176 |
|