Avantax Planning Partners’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $927K | Sell |
44,782
-637
| -1% | -$15.8K | 0.02% | 203 |
|
|
2026
Q1 | $1.32M | Sell |
45,419
-8,156
| -15% | -$218K | 0.04% | 169 |
|
|
2025
Q4 | $1.33M | Buy |
53,575
+1,596
| +3% | +$40.4K | 0.04% | 166 |
|
|
2025
Q3 | $1.47M | Sell |
51,979
-2,868
| -5% | -$81.4K | 0.04% | 158 |
|
|
2025
Q2 | $1.59M | Buy |
54,847
+9,184
| +20% | +$253K | 0.05% | 150 |
|
|
2025
Q1 | $1.29M | Sell |
45,663
-1,592
| -3% | -$40K | 0.05% | 163 |
|
|
2024
Q4 | $1.08M | Sell |
47,255
-3,249
| -6% | -$73.1K | 0.04% | 179 |
|
|
2024
Q3 | $1.11M | Sell |
50,504
-15,021
| -23% | -$299K | 0.04% | 175 |
|
|
2024
Q2 | $1.25M | Buy |
65,525
+11,168
| +21% | +$194K | 0.04% | 190 |
|
|
2024
Q1 | $957K | Buy |
54,357
+15,870
| +41% | +$271K | 0.03% | 214 |
|
|
2023
Q4 | $646K | Sell |
38,487
-2,980
| -7% | -$47K | 0.02% | 212 |
|
|
2023
Q3 | $623K | Sell |
41,467
-6,463
| -13% | -$94.7K | 0.03% | 205 |
|
|
2023
Q2 | $764K | Buy |
47,930
+1,039
| +2% | +$17.7K | 0.03% | 191 |
|
|
2023
Q1 | $903K | Sell |
46,891
-1,781
| -4% | -$34K | 0.04% | 177 |
|
|
2022
Q4 | $896K | Sell |
48,672
-1,910
| -4% | -$34.2K | 0.04% | 177 |
|
|
2022
Q3 | $776K | Sell |
50,582
-722
| -1% | -$13.1K | 0.04% | 177 |
|
|
2022
Q2 | $1.07M | Sell |
51,304
-40,485
| -44% | -$807K | 0.05% | 146 |
|
|
2022
Q1 | $1.64M | Sell |
91,789
-16,653
| -15% | -$308K | 0.07% | 117 |
|
|
2021
Q4 | $2.02M | Sell |
108,442
-40,725
| -27% | -$761K | 0.08% | 102 |
|
|
2021
Q3 | $3.04M | Sell |
149,167
-4,106
| -3% | -$86.3K | 0.14% | 61 |
|
|
2021
Q2 | $3.33M | Buy |
153,273
+7,276
| +5% | +$166K | 0.16% | 57 |
|
|
2021
Q1 | $3.34M | Buy |
145,997
+458
| +0.3% | +$10.1K | 0.17% | 49 |
|
|
2020
Q4 | $3.16M | Sell |
145,539
-25,024
| -15% | -$540K | 0.16% | 49 |
|
|
2020
Q3 | $3.67M | Sell |
170,563
-10,099
| -6% | -$226K | 0.19% | 45 |
|
|
2020
Q2 | $4.13M | Sell |
180,662
-4,212
| -2% | -$95.9K | 0.23% | 39 |
|
|
2020
Q1 | $4.07M | Sell |
184,874
-21,990
| -11% | -$601K | 0.28% | 29 |
|
|
2019
Q4 | $6.11M | Sell |
206,864
-3,542
| -2% | -$102K | 0.36% | 18 |
|
|
2019
Q3 | $6.01M | Buy |
210,406
+1,165
| +0.6% | +$30.9K | 0.37% | 15 |
|
|
2019
Q2 | $5.41M | Buy |
209,241
+7,593
| +4% | +$182K | 0.35% | 21 |
|
|
2019
Q1 | $4.78M | Buy |
201,648
+66,919
| +50% | +$1.54M | 0.33% | 24 |
|
|
2018
Q4 | $2.9M | Sell |
134,729
-40,422
| -23% | -$941K | 0.22% | 44 |
|
|
2018
Q3 | $4.44M | Sell |
175,151
-234
| -0.1% | -$5.73K | 0.36% | 20 |
|
|
2018
Q2 | $4.25M | Buy |
175,385
+18,717
| +12% | +$470K | 0.38% | 19 |
|
|
2018
Q1 | $4.22M | Buy |
156,668
+17,934
| +13% | +$499K | 0.36% | 22 |
|
|
2017
Q4 | $4.07M | Sell |
138,734
-58,256
| -30% | -$1.59M | 0.37% | 21 |
|
|
2017
Q3 | $5.83M | Buy |
196,990
+1,251
| +0.6% | +$35.5K | 0.46% | 17 |
|
|
2017
Q2 | $5.58M | Buy |
195,739
+11,253
| +6% | +$332K | 0.47% | 17 |
|
|
2017
Q1 | $5.79M | Buy |
184,486
+12,709
| +7% | +$400K | 0.52% | 17 |
|
|
2016
Q4 | $5.52M | Buy |
+171,777
| New | +$5.07M | 0.59% | 14 |
|
Other funds holding T
Avantax Planning Partners's T Position: Q2 2026 in Review
Avantax Planning Partners reduced its AT&T (T) stake by 1.4% in Q2 2026, selling an estimated $15.8K and leaving 44,782 shares worth $927K. The position accounts for 0.02% of the portfolio, ranked #203.
Avantax Planning Partners first reported a position in T in Q4 2016 and has held it in 39 quarters since. The position peaked at $6.11M in Q4 2019. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.
- Avantax Planning Partners held 44,782 shares of AT&T worth $927K as of Q2 2026.
- Avantax Planning Partners sold 637 AT&T shares in Q2 2026, an estimated $15.8K.
- AT&T made up 0.02% of Avantax Planning Partners's portfolio in Q2 2026, its #203 holding.
- Avantax Planning Partners first reported a position in AT&T in Q4 2016 and has held it in 39 quarters since.
- Avantax Planning Partners's AT&T position peaked at $6.11M in Q4 2019.
- 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.
Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.