Affiance Financial’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-15,027
| Closed | -$252K | – | 101 |
|
|
2023
Q4 | $252K | Hold |
15,027
| – | – | 0.07% | 91 |
|
|
2023
Q3 | $226K | Sell |
15,027
-2,127
| -12% | -$31.2K | 0.11% | 90 |
|
|
2023
Q2 | $274K | Buy |
17,154
+1,348
| +9% | +$23K | 0.13% | 92 |
|
|
2023
Q1 | $304K | Sell |
15,806
-6,556
| -29% | -$125K | 0.16% | 81 |
|
|
2022
Q4 | $412K | Sell |
22,362
-90
| -0.4% | -$1.61K | 0.17% | 77 |
|
|
2022
Q3 | $344K | Buy |
22,452
+153
| +0.7% | +$2.78K | 0.19% | 59 |
|
|
2022
Q2 | $467K | Sell |
22,299
-6,960
| -24% | -$139K | 0.25% | 56 |
|
|
2022
Q1 | $522K | Hold |
29,259
| – | – | 0.25% | 57 |
|
|
2021
Q4 | $544K | Sell |
29,259
-249
| -0.8% | -$4.66K | 0.23% | 67 |
|
|
2021
Q3 | $602K | Hold |
29,508
| – | – | 0.26% | 55 |
|
|
2021
Q2 | $641K | Sell |
29,508
-522
| -2% | -$11.9K | 0.27% | 55 |
|
|
2021
Q1 | $687K | Sell |
30,030
-723
| -2% | -$16K | 0.31% | 51 |
|
|
2020
Q4 | $668K | Buy |
30,753
+17,949
| +140% | +$387K | 0.35% | 47 |
|
|
2020
Q3 | $276K | Sell |
12,804
-1,073
| -8% | -$24K | 0.16% | 83 |
|
|
2020
Q2 | $317K | Hold |
13,877
| – | – | 0.17% | 72 |
|
|
2020
Q1 | $306K | Sell |
13,877
-933
| -6% | -$25.5K | 0.21% | 62 |
|
|
2019
Q4 | $437K | Hold |
14,810
| – | – | 0.24% | 59 |
|
|
2019
Q3 | $423K | Sell |
14,810
-894
| -6% | -$23.7K | 0.26% | 58 |
|
|
2019
Q2 | $397K | Buy |
15,704
+4,529
| +41% | +$109K | 0.24% | 64 |
|
|
2019
Q1 | $265K | Buy |
11,175
+692
| +7% | +$15.9K | 0.17% | 81 |
|
|
2018
Q4 | $226K | Sell |
10,483
-30
| -0.3% | -$698 | 0.15% | 85 |
|
|
2018
Q3 | $267K | Sell |
10,513
-1,546
| -13% | -$37.9K | 0.18% | 76 |
|
|
2018
Q2 | $292K | Buy |
12,059
+204
| +2% | +$5.12K | 0.22% | 73 |
|
|
2018
Q1 | $319K | Buy |
11,855
+3,591
| +43% | +$99.9K | 0.28% | 59 |
|
|
2017
Q4 | $243K | Sell |
8,264
-3,076
| -27% | -$84K | 0.18% | 72 |
|
|
2017
Q3 | $335K | Sell |
11,340
-265
| -2% | -$7.52K | 0.27% | 56 |
|
|
2017
Q2 | $331K | Sell |
11,605
-132
| -1% | -$3.89K | 0.26% | 55 |
|
|
2017
Q1 | $368K | Sell |
11,737
-869
| -7% | -$27.3K | 0.28% | 52 |
|
|
2016
Q4 | $405K | Hold |
12,606
| – | – | 0.32% | 56 |
|
|
2016
Q3 | $387K | Buy |
12,606
+674
| +6% | +$21.3K | 0.31% | 56 |
|
|
2016
Q2 | $389K | Sell |
11,932
-927
| -7% | -$27.6K | 0.33% | 54 |
|
|
2016
Q1 | $380K | Buy |
12,859
+4,438
| +53% | +$123K | 0.36% | 54 |
|
|
2015
Q4 | $219K | Hold |
8,421
| – | – | 0.22% | 80 |
|
|
2015
Q3 | $207K | Buy |
8,421
+940
| +13% | +$24K | 0.26% | 81 |
|
|
2015
Q2 | $201K | Buy |
+7,481
| New | +$193K | 0.26% | 88 |
|
Other funds holding T
