Apella Capital’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 | $985K | Sell |
34,682
-229
| -0.7% | -$6.51K | 0.03% | 219 |
|
|
2025
Q1 | $924K | Buy |
34,911
+5,321
| +18% | +$141K | 0.03% | 192 |
|
|
2024
Q4 | $674K | Buy |
29,590
+244
| +0.8% | +$5.56K | 0.03% | 203 |
|
|
2024
Q3 | $651K | Buy |
29,346
+5,061
| +21% | +$112K | 0.03% | 194 |
|
|
2024
Q2 | $457K | Buy |
24,285
+833
| +4% | +$15.7K | 0.02% | 217 |
|
|
2024
Q1 | $396K | Buy |
23,452
+1,445
| +7% | +$24.4K | 0.02% | 212 |
|
|
2023
Q4 | $377K | Buy |
22,007
+1,010
| +5% | +$17.3K | 0.02% | 210 |
|
|
2023
Q3 | $315K | Sell |
20,997
-471
| -2% | -$7.08K | 0.02% | 209 |
|
|
2023
Q2 | $342K | Buy |
+21,468
| New | +$342K | 0.02% | 200 |
|
|
2022
Q4 | $332K | Buy |
18,055
+5,686
| +46% | +$105K | 0.03% | 182 |
|
|
2022
Q3 | $190K | Buy |
12,369
+480
| +4% | +$7.37K | 0.02% | 205 |
|
|
2022
Q2 | $249K | Sell |
11,889
-1,842
| -13% | -$38.6K | 0.03% | 194 |
|
|
2022
Q1 | $245K | Buy |
13,731
+1,668
| +14% | +$29.8K | 0.03% | 182 |
|
|
2021
Q4 | $224K | Sell |
12,063
-822
| -6% | -$15.3K | 0.03% | 187 |
|
|
2021
Q3 | $263K | Sell |
12,885
-2,270
| -15% | -$46.3K | 0.04% | 173 |
|
|
2021
Q2 | $329K | Buy |
15,155
+69
| +0.5% | +$1.5K | 0.05% | 165 |
|
|
2021
Q1 | $345K | Sell |
15,086
-454
| -3% | -$10.4K | 0.11% | 98 |
|
|
2020
Q4 | $338K | Sell |
15,540
-4,826
| -24% | -$105K | 0.12% | 97 |
|
|
2020
Q3 | $439K | Buy |
20,366
+3,382
| +20% | +$72.9K | 0.18% | 85 |
|
|
2020
Q2 | $388K | Buy |
16,984
+672
| +4% | +$15.4K | 0.18% | 85 |
|
|
2020
Q1 | $359K | Buy |
+16,312
| New | +$359K | 0.21% | 79 |
|