Beacon Investment 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
$1.11M Buy
38,512
+754
+2% +$21.8K 0.05% 127
2025
Q1
$1.07M Sell
37,758
-1,912
-5% -$54.1K 0.05% 127
2024
Q4
$903K Buy
39,670
+14,584
+58% +$332K 0.04% 136
2024
Q3
$552K Sell
25,086
-988
-4% -$21.7K 0.02% 168
2024
Q2
$498K Buy
26,074
+14,508
+125% +$277K 0.02% 174
2024
Q1
$204K Buy
11,566
+443
+4% +$7.8K 0.01% 255
2023
Q4
$187K Sell
11,123
-2,570
-19% -$43.1K 0.01% 259
2023
Q3
$206K Sell
13,693
-2,456
-15% -$36.9K 0.01% 267
2023
Q2
$258K Buy
16,149
+131
+0.8% +$2.09K 0.01% 248
2023
Q1
$308K Buy
16,018
+100
+0.6% +$1.93K 0.02% 229
2022
Q4
$293K Sell
15,918
-2,569
-14% -$47.3K 0.02% 233
2022
Q3
$284K Sell
18,487
-968
-5% -$14.9K 0.02% 238
2022
Q2
$408K Sell
19,455
-25,307
-57% -$531K 0.02% 206
2022
Q1
$799K Sell
44,762
-95,254
-68% -$1.7M 0.03% 178
2021
Q4
$2.6M Sell
140,016
-59,243
-30% -$1.1M 0.1% 124
2021
Q3
$4.07M Buy
199,259
+10,290
+5% +$210K 0.17% 102
2021
Q2
$4.11M Sell
188,969
-21,584
-10% -$469K 0.17% 104
2021
Q1
$4.81M Buy
210,553
+1,010
+0.5% +$23.1K 0.21% 90
2020
Q4
$4.55M Sell
209,543
-4,731
-2% -$103K 0.21% 86
2020
Q3
$4.61M Buy
214,274
+25,787
+14% +$555K 0.24% 82
2020
Q2
$4.3M Sell
188,487
-6,777
-3% -$155K 0.25% 77
2020
Q1
$4.3M Buy
195,264
+5,588
+3% +$123K 0.3% 75
2019
Q4
$5.6M Buy
189,676
+14,679
+8% +$433K 0.3% 79
2019
Q3
$5M Buy
174,997
+4,177
+2% +$119K 0.5% 54
2019
Q2
$4.32M Sell
170,820
-8,693
-5% -$220K 0.46% 59
2019
Q1
$4.25M Buy
179,513
+14,054
+8% +$333K 0.45% 63
2018
Q4
$3.57M Sell
165,459
-22,585
-12% -$487K 0.39% 69
2018
Q3
$4.77M Sell
188,044
-3,396
-2% -$86.1K 0.46% 63
2018
Q2
$4.64M Buy
191,440
+429
+0.2% +$10.4K 0.47% 62
2018
Q1
$5.14M Buy
191,011
+20,322
+12% +$547K 0.53% 58
2017
Q4
$5.01M Sell
170,689
-60,721
-26% -$1.78M 0.53% 59
2017
Q3
$6.85M Buy
231,410
+206,179
+817% +$6.1M 0.59% 54
2017
Q2
$719K Buy
25,231
+4,226
+20% +$120K 0.13% 29
2017
Q1
$659K Buy
21,005
+1,598
+8% +$50.1K 0.13% 28
2016
Q4
$623K Buy
19,407
+2,174
+13% +$69.8K 0.12% 26
2016
Q3
$529K Buy
17,233
+471
+3% +$14.5K 0.12% 27
2016
Q2
$547K Sell
16,762
-34
-0.2% -$1.11K 0.12% 25
2016
Q1
$497K Sell
16,796
-73
-0.4% -$2.16K 0.11% 25
2015
Q4
$438K Buy
16,869
+3,695
+28% +$95.9K 0.08% 31
2015
Q3
$324K Sell
13,174
-993
-7% -$24.4K 0.06% 40
2015
Q2
$380K Buy
+14,167
New +$380K 0.06% 40