BFG
Beacon Financial Group’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $440K | Buy |
15,198
+222
| +1% | +$6.43K | 0.05% | 238 |
|
|
2025
Q1 | $424K | Buy |
14,976
+417
| +3% | +$11.8K | 0.05% | 236 |
|
|
2024
Q4 | $332K | Sell |
14,559
-1,371
| -9% | -$31.2K | 0.04% | 271 |
|
|
2024
Q3 | $350K | Buy |
15,930
+291
| +2% | +$6.4K | 0.04% | 261 |
|
|
2024
Q2 | $299K | Sell |
15,639
-180
| -1% | -$3.44K | 0.03% | 264 |
|
|
2024
Q1 | $278K | Buy |
15,819
+63
| +0.4% | +$1.11K | 0.03% | 281 |
|
|
2023
Q4 | $264K | Sell |
15,756
-85,456
| -84% | -$1.43M | 0.03% | 279 |
|
|
2023
Q3 | $1.5M | Buy |
101,212
+3,375
| +3% | +$49.9K | 0.21% | 112 |
|
|
2023
Q2 | $1.56M | Sell |
97,837
-150
| -0.2% | -$2.4K | 0.21% | 105 |
|
|
2023
Q1 | $1.92M | Buy |
97,987
+3,933
| +4% | +$77K | 0.27% | 94 |
|
|
2022
Q4 | $1.74M | Buy |
94,054
+1,016
| +1% | +$18.8K | 0.24% | 104 |
|
|
2022
Q3 | $1.45M | Buy |
93,038
+5,310
| +6% | +$82.6K | 0.22% | 101 |
|
|
2022
Q2 | $1.81M | Buy |
87,728
+2,890
| +3% | +$59.6K | 0.27% | 96 |
|
|
2022
Q1 | $2.03M | Buy |
84,838
+2,884
| +4% | +$68.9K | 0.27% | 91 |
|
|
2021
Q4 | $2.08M | Sell |
81,954
-49,746
| -38% | -$1.26M | 0.27% | 87 |
|
|
2021
Q3 | $3.61M | Sell |
131,700
-28,367
| -18% | -$777K | 0.48% | 67 |
|
|
2021
Q2 | $4.47M | Buy |
160,067
+13,122
| +9% | +$366K | 0.63% | 52 |
|
|
2021
Q1 | $4.25M | Hold |
146,945
| – | – | 0.67% | 48 |
|
|
2020
Q4 | $4.25M | Sell |
146,945
-3,567
| -2% | -$103K | 0.67% | 48 |
|
|
2020
Q3 | $4.29M | Sell |
150,512
-1,772
| -1% | -$50.5K | 0.77% | 40 |
|
|
2020
Q2 | $4.56M | Buy |
152,284
+3,545
| +2% | +$106K | 0.88% | 34 |
|
|
2020
Q1 | $4.5M | Sell |
148,739
-678
| -0.5% | -$20.5K | 0.99% | 29 |
|
|
2019
Q4 | $5.84M | Buy |
149,417
+6,696
| +5% | +$262K | 0.73% | 31 |
|
|
2019
Q3 | $5.34M | Sell |
142,721
-1,249
| -0.9% | -$46.8K | 0.91% | 32 |
|
|
2019
Q2 | $4.82M | Sell |
143,970
-1,286,345
| -90% | -$43.1M | 0.82% | 43 |
|
|
2019
Q1 | $4.4K | Buy |
1,430,315
+1,396,750
| +4,161% | +$4.3K | 0.72% | 42 |
|
|
2018
Q4 | $955K | Sell |
33,565
-4,225
| -11% | -$120K | 0.18% | 105 |
|
|
2018
Q3 | $1.27M | Sell |
37,790
-876
| -2% | -$29.4K | 0.21% | 89 |
|
|
2018
Q2 | $1.24M | Buy |
38,666
+807
| +2% | +$25.9K | 0.21% | 88 |
|
|
2018
Q1 | $1.35M | Buy |
37,859
+158
| +0.4% | +$5.63K | 0.23% | 86 |
|
|
2017
Q4 | $1.47M | Sell |
37,701
-9,790
| -21% | -$381K | 0.26% | 79 |
|
|
2017
Q3 | $1.86M | Sell |
47,491
-2,671
| -5% | -$105K | 0.34% | 65 |
|
|
2017
Q2 | $1.89M | Sell |
50,162
-1,005
| -2% | -$37.8K | 0.36% | 61 |
|
|
2017
Q1 | $2.14M | Buy |
51,167
+3,199
| +7% | +$134K | 0.41% | 60 |
|
|
2016
Q4 | $2.04M | Sell |
47,968
-962
| -2% | -$40.9K | 0.42% | 60 |
|
|
2016
Q3 | $1.99M | Buy |
48,930
+599
| +1% | +$24.4K | 0.42% | 60 |
|
|
2016
Q2 | $2.06M | Sell |
48,331
-2,261
| -4% | -$96.2K | 0.45% | 53 |
|
|
2016
Q1 | $1.99M | Buy |
50,592
+4,152
| +9% | +$163K | 0.43% | 58 |
|
|
2015
Q4 | $1.61M | Buy |
46,440
+11,578
| +33% | +$402K | 0.37% | 61 |
|
|
2015
Q3 | $1.12M | Buy |
34,862
+8,875
| +34% | +$285K | 0.27% | 70 |
|
|
2015
Q2 | $929K | Sell |
25,987
-1,241
| -5% | -$44.4K | 0.2% | 77 |
|
|
2015
Q1 | $898K | Sell |
27,228
-94,888
| -78% | -$3.13M | 0.2% | 77 |
|
|
2014
Q4 | $4.16M | Sell |
122,116
-335
| -0.3% | -$11.4K | 0.86% | 43 |
|
|
2014
Q3 | $4.31M | Buy |
122,451
+4,397
| +4% | +$155K | 0.94% | 37 |
|
|
2014
Q2 | $4.18M | Buy |
118,054
+5,512
| +5% | +$195K | 0.92% | 37 |
|
|
2014
Q1 | $3.95M | Buy |
112,542
+1,344
| +1% | +$47.1K | 0.81% | 38 |
|
|
2013
Q4 | $3.91M | Buy |
111,198
+8,918
| +9% | +$314K | 0.75% | 37 |
|
|
2013
Q3 | $3.48M | Buy |
+102,280
| New | +$3.48M | 0.75% | 40 |
|