Affiance Financial’s AT&T T Stock Holding History

Affiance Financial’s Portfolio T Stock Details T Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-15,027	Closed	-$252K	–	99
2023 Q4	$252K	Hold	15,027	–	–	0.07%	91
2023 Q3	$226K	Sell	15,027 -2,127	-12%	-$31.9K	0.11%	90
2023 Q2	$274K	Buy	17,154 +1,348	+9%	+$21.5K	0.13%	92
2023 Q1	$304K	Sell	15,806 -6,556	-29%	-$126K	0.16%	81
2022 Q4	$412K	Sell	22,362 -90	-0.4%	-$1.66K	0.17%	77
2022 Q3	$344K	Buy	22,452 +153	+0.7%	+$2.34K	0.19%	59
2022 Q2	$467K	Sell	22,299 -6,960	-24%	-$146K	0.25%	56
2022 Q1	$522K	Hold	29,259	–	–	0.25%	57
2021 Q4	$544K	Sell	29,259 -249	-0.8%	-$4.63K	0.23%	67
2021 Q3	$602K	Hold	29,508	–	–	0.26%	55
2021 Q2	$641K	Sell	29,508 -522	-2%	-$11.3K	0.27%	55
2021 Q1	$687K	Sell	30,030 -723	-2%	-$16.5K	0.31%	51
2020 Q4	$668K	Buy	30,753 +17,949	+140%	+$390K	0.35%	47
2020 Q3	$276K	Sell	12,804 -1,073	-8%	-$23.1K	0.16%	83
2020 Q2	$317K	Hold	13,877	–	–	0.17%	72
2020 Q1	$306K	Sell	13,877 -933	-6%	-$20.6K	0.21%	62
2019 Q4	$437K	Hold	14,810	–	–	0.24%	59
2019 Q3	$423K	Sell	14,810 -894	-6%	-$25.5K	0.26%	58
2019 Q2	$397K	Buy	15,704 +4,529	+41%	+$114K	0.24%	64
2019 Q1	$265K	Buy	11,175 +692	+7%	+$16.4K	0.17%	81
2018 Q4	$226K	Sell	10,483 -30	-0.3%	-$647	0.15%	85
2018 Q3	$267K	Sell	10,513 -1,546	-13%	-$39.3K	0.18%	76
2018 Q2	$292K	Buy	12,059 +204	+2%	+$4.94K	0.22%	73
2018 Q1	$319K	Buy	11,855 +3,591	+43%	+$96.6K	0.28%	59
2017 Q4	$243K	Sell	8,264 -3,076	-27%	-$90.4K	0.18%	72
2017 Q3	$335K	Sell	11,340 -265	-2%	-$7.83K	0.27%	56
2017 Q2	$331K	Sell	11,605 -132	-1%	-$3.77K	0.26%	55
2017 Q1	$368K	Sell	11,737 -869	-7%	-$27.2K	0.28%	52
2016 Q4	$405K	Hold	12,606	–	–	0.32%	56
2016 Q3	$387K	Buy	12,606 +674	+6%	+$20.7K	0.31%	56
2016 Q2	$389K	Sell	11,932 -927	-7%	-$30.2K	0.33%	54
2016 Q1	$380K	Buy	12,859 +4,438	+53%	+$131K	0.36%	54
2015 Q4	$219K	Hold	8,421	–	–	0.22%	80
2015 Q3	$207K	Buy	8,421 +940	+13%	+$23.1K	0.26%	81
2015 Q2	$201K	Buy	+7,481	New	+$201K	0.26%	88