Bell Investment Advisors’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 | $148K | Buy |
5,128
+304
| +6% | +$8.8K | 0.03% | 132 |
|
|
2025
Q1 | $136K | Buy |
4,824
+40
| +0.8% | +$1.13K | 0.03% | 123 |
|
|
2024
Q4 | $109K | Sell |
4,784
-21
| -0.4% | -$478 | 0.02% | 142 |
|
|
2024
Q3 | $106K | Hold |
4,805
| – | – | 0.02% | 144 |
|
|
2024
Q2 | $91.8K | Buy |
4,805
+212
| +5% | +$4.05K | 0.02% | 146 |
|
|
2024
Q1 | $80.8K | Buy |
4,593
+146
| +3% | +$2.57K | 0.02% | 157 |
|
|
2023
Q4 | $74.6K | Sell |
4,447
-24
| -0.5% | -$403 | 0.02% | 159 |
|
|
2023
Q3 | $67.2K | Buy |
4,471
+1,899
| +74% | +$28.5K | 0.02% | 154 |
|
|
2023
Q2 | $41K | Sell |
2,572
-1,395
| -35% | -$22.3K | 0.01% | 193 |
|
|
2023
Q1 | $76.4K | Buy |
3,967
+518
| +15% | +$9.97K | 0.02% | 126 |
|
|
2022
Q4 | $63.5K | Buy |
3,449
+1,143
| +50% | +$21K | 0.02% | 138 |
|
|
2022
Q3 | $35K | Sell |
2,306
-547
| -19% | -$8.3K | 0.01% | 178 |
|
|
2022
Q2 | $60K | Buy |
+2,853
| New | +$60K | 0.02% | 119 |
|
|
2021
Q4 | $75K | Buy |
4,032
+110
| +3% | +$2.05K | 0.02% | 123 |
|
|
2021
Q3 | $80K | Buy |
+3,922
| New | +$80K | 0.02% | 107 |
|