Affinity Investment Advisors’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
$1.51M Buy
52,268
+24,811
+90% +$718K 1.15% 29
2025
Q1
$776K Sell
27,457
-375
-1% -$10.6K 0.63% 57
2024
Q4
$634K Sell
27,832
-12,449
-31% -$283K 0.53% 71
2024
Q3
$886K Sell
40,281
-471
-1% -$10.4K 0.61% 60
2024
Q2
$779K Sell
40,752
-1,891
-4% -$36.1K 0.58% 62
2024
Q1
$751K Sell
42,643
-23,770
-36% -$418K 0.55% 67
2023
Q4
$1.11M Sell
66,413
-25,901
-28% -$435K 0.76% 42
2023
Q3
$1.39M Sell
92,314
-18,235
-16% -$274K 0.89% 31
2023
Q2
$1.76M Sell
110,549
-2,030
-2% -$32.4K 1.02% 24
2023
Q1
$2.17M Sell
112,579
-33,119
-23% -$638K 1.16% 16
2022
Q4
$2.68M Buy
145,698
+23,852
+20% +$439K 1.23% 18
2022
Q3
$1.87M Buy
121,846
+7,999
+7% +$123K 0.97% 29
2022
Q2
$2.39M Sell
113,847
-52,932
-32% -$1.11M 1.16% 19
2022
Q1
$2.98M Sell
166,779
-283
-0.2% -$5.05K 1.22% 17
2021
Q4
$3.1M Buy
167,062
+16,393
+11% +$305K 1.25% 19
2021
Q3
$3.07M Buy
150,669
+5,883
+4% +$120K 1.38% 14
2021
Q2
$3.15M Sell
144,786
-55,082
-28% -$1.2M 1.42% 15
2021
Q1
$4.57M Sell
199,868
-7,690
-4% -$176K 1.67% 11
2020
Q4
$4.51M Sell
207,558
-25,192
-11% -$547K 1.82% 8
2020
Q3
$5.01M Buy
232,750
+26,297
+13% +$566K 2.2% 6
2020
Q2
$4.71M Sell
206,453
-35,225
-15% -$804K 2.24% 7
2020
Q1
$5.32M Buy
241,678
+399
+0.2% +$8.79K 2.71% 6
2019
Q4
$7.12M Sell
241,279
-47,895
-17% -$1.41M 2.58% 5
2019
Q3
$8.27M Sell
289,174
-45,994
-14% -$1.31M 2.59% 5
2019
Q2
$8.48M Sell
335,168
-185,900
-36% -$4.71M 2.43% 7
2019
Q1
$12.3M Sell
521,068
-205,457
-28% -$4.87M 2.53% 7
2018
Q4
$15.7M Buy
726,525
+291,899
+67% +$6.29M 2.74% 5
2018
Q3
$11M Buy
434,626
+76,219
+21% +$1.93M 1.45% 31
2018
Q2
$8.69M Sell
358,407
-55,123
-13% -$1.34M 1.23% 35
2018
Q1
$11.1M Buy
413,530
+2,750
+0.7% +$74K 1.3% 35
2017
Q4
$12.1M Sell
410,780
-27,561
-6% -$809K 1.37% 33
2017
Q3
$13M Sell
438,341
-1,346
-0.3% -$39.8K 1.5% 22
2017
Q2
$12.5M Sell
439,687
-115,354
-21% -$3.29M 1.5% 20
2017
Q1
$17.4M Buy
555,041
+2,589
+0.5% +$81.2K 1.58% 14
2016
Q4
$17.7M Sell
552,452
-72,967
-12% -$2.34M 1.67% 14
2016
Q3
$19.2M Sell
625,419
-107,273
-15% -$3.29M 1.63% 12
2016
Q2
$23.9M Buy
732,692
+47,506
+7% +$1.55M 1.77% 11
2016
Q1
$20.3M Sell
685,186
-7,365
-1% -$218K 1.78% 11
2015
Q4
$18M Sell
692,551
-66,754
-9% -$1.73M 1.55% 22
2015
Q3
$18.7M Sell
759,305
-271,373
-26% -$6.68M 1.7% 12
2015
Q2
$27.7M Sell
1,030,678
-111,772
-10% -$3M 2.21% 4
2015
Q1
$28.2M Buy
1,142,450
+302,982
+36% +$7.47M 2.03% 6
2014
Q4
$21.3M Buy
839,468
+43,482
+5% +$1.1M 1.97% 10
2014
Q3
$21.2M Sell
795,986
-64,075
-7% -$1.71M 2.15% 6
2014
Q2
$23M Buy
860,061
+12,506
+1% +$334K 2.6% 7
2014
Q1
$22.5M Buy
847,555
+820,422
+3,024% +$21.7M 2.65% 6
2013
Q4
$721K Hold
27,133
0.09% 67
2013
Q3
$693K Sell
27,133
-2,158
-7% -$55.1K 0.09% 67
2013
Q2
$783K Buy
+29,291
New +$783K 0.07% 91