Avantax Advisory Services’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
$25.1M Sell
868,887
-44,660
-5% -$1.29M 0.14% 109
2025
Q1
$25.8M Sell
913,547
-9,304
-1% -$263K 0.16% 102
2024
Q4
$21M Buy
922,851
+20,517
+2% +$467K 0.13% 116
2024
Q3
$19.9M Sell
902,334
-38,845
-4% -$855K 0.13% 122
2024
Q2
$18M Buy
941,179
+418,444
+80% +$8M 0.13% 122
2024
Q1
$9.2M Sell
522,735
-100,563
-16% -$1.77M 0.08% 192
2023
Q4
$10.5M Sell
623,298
-77,271
-11% -$1.3M 0.1% 153
2023
Q3
$10.5M Buy
700,569
+4,152
+0.6% +$62.4K 0.12% 135
2023
Q2
$11.1M Buy
696,417
+18,371
+3% +$293K 0.13% 135
2023
Q1
$13.1M Buy
678,046
+144,302
+27% +$2.78M 0.16% 106
2022
Q4
$9.83M Buy
533,744
+11,320
+2% +$208K 0.13% 129
2022
Q3
$8.01M Sell
522,424
-392
-0.1% -$6.01K 0.12% 133
2022
Q2
$11M Sell
522,816
-117,568
-18% -$2.46M 0.17% 95
2022
Q1
$11.4M Buy
640,384
+106,086
+20% +$1.9M 0.16% 100
2021
Q4
$9.93M Sell
534,298
-2,380
-0.4% -$44.2K 0.15% 111
2021
Q3
$11M Buy
536,678
+29,031
+6% +$593K 0.18% 89
2021
Q2
$11M Buy
507,647
+34,598
+7% +$752K 0.2% 87
2021
Q1
$10.8M Buy
473,049
+8,639
+2% +$197K 0.23% 77
2020
Q4
$10.1M Sell
464,410
-724,948
-61% -$15.8M 0.24% 68
2020
Q3
$25.7M Buy
1,189,358
+750,636
+171% +$16.2M 0.41% 39
2020
Q2
$10M Buy
438,722
+20,135
+5% +$459K 0.29% 59
2020
Q1
$9.22M Buy
418,587
+25,808
+7% +$569K 0.28% 57
2019
Q4
$11.6M Buy
392,779
+153,523
+64% +$4.54M 0.27% 59
2019
Q3
$6.84M Buy
239,256
+29,677
+14% +$848K 0.28% 48
2019
Q2
$5.3M Buy
209,579
+28,525
+16% +$722K 0.23% 50
2019
Q1
$4.29M Buy
181,054
+30,175
+20% +$715K 0.23% 55
2018
Q4
$3.25M Buy
+150,879
New +$3.25M 0.55% 42