Boston Financial Management’s AT&T T Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-11,722
Closed -$258K 348
2024
Q3
$258K Sell
11,722
-792
-6% -$17.4K 0.01% 293
2024
Q2
$239K Sell
12,514
-10,986
-47% -$210K 0.01% 303
2024
Q1
$414K Buy
23,500
+13,443
+134% +$237K 0.01% 264
2023
Q4
$169K Buy
+10,057
New +$169K 0.01% 309
2023
Q3
Sell
-13,729
Closed -$219K 312
2023
Q2
$219K Sell
13,729
-4,968
-27% -$79.2K 0.01% 297
2023
Q1
$360K Buy
18,697
+3,832
+26% +$73.8K 0.01% 252
2022
Q4
$274K Sell
14,865
-10,740
-42% -$198K 0.01% 278
2022
Q3
$393K Sell
25,605
-6,612
-21% -$101K 0.02% 233
2022
Q2
$675K Sell
32,217
-1,615
-5% -$33.8K 0.03% 186
2022
Q1
$604K Sell
33,832
-3,603
-10% -$64.3K 0.02% 195
2021
Q4
$696K Buy
37,435
+485
+1% +$9.02K 0.03% 168
2021
Q3
$754K Buy
36,950
+499
+1% +$10.2K 0.03% 157
2021
Q2
$792K Sell
36,451
-4,631
-11% -$101K 0.03% 147
2021
Q1
$939K Buy
41,082
+2,069
+5% +$47.3K 0.04% 128
2020
Q4
$847K Sell
39,013
-4,764
-11% -$103K 0.04% 136
2020
Q3
$943K Sell
43,777
-132
-0.3% -$2.84K 0.05% 129
2020
Q2
$1M Sell
43,909
-331
-0.7% -$7.56K 0.05% 123
2020
Q1
$974K Buy
44,240
+224
+0.5% +$4.93K 0.06% 120
2019
Q4
$1.3M Sell
44,016
-2,386
-5% -$70.4K 0.07% 119
2019
Q3
$1.33M Sell
46,402
-1,692
-4% -$48.4K 0.08% 123
2019
Q2
$1.22M Sell
48,094
-9,904
-17% -$251K 0.07% 129
2019
Q1
$1.37M Buy
57,998
+7,690
+15% +$182K 0.08% 124
2018
Q4
$1.08M Sell
50,308
-5,010
-9% -$108K 0.08% 134
2018
Q3
$1.4M Sell
55,318
-3,012
-5% -$76.4K 0.08% 143
2018
Q2
$1.42M Sell
58,330
-10,575
-15% -$257K 0.1% 134
2018
Q1
$1.86M Sell
68,905
-12,464
-15% -$336K 0.13% 131
2017
Q4
$2.39M Sell
81,369
-12,160
-13% -$357K 0.16% 125
2017
Q3
$2.77M Sell
93,529
-284,366
-75% -$8.41M 0.2% 122
2017
Q2
$10.8M Sell
377,895
-7,471
-2% -$213K 0.77% 44
2017
Q1
$12.1M Buy
385,366
+10,076
+3% +$316K 0.9% 33
2016
Q4
$12.1M Buy
375,290
+9,204
+3% +$296K 0.95% 24
2016
Q3
$11.2M Sell
366,086
-9,353
-2% -$287K 0.92% 26
2016
Q2
$12.3M Buy
375,439
+319,289
+569% +$10.4M 1% 26
2016
Q1
$1.66M Sell
56,150
-978
-2% -$28.9K 0.25% 102
2015
Q4
$1.49M Sell
57,128
-2,032
-3% -$52.8K 0.21% 110
2015
Q3
$1.46M Buy
59,160
+2,036
+4% +$50.1K 0.21% 117
2015
Q2
$1.53M Buy
57,124
+389
+0.7% +$10.4K 0.2% 123
2015
Q1
$1.4M Sell
56,735
-2,270
-4% -$56K 0.18% 125
2014
Q4
$1.5M Sell
59,005
-4,355
-7% -$110K 0.19% 123
2014
Q3
$1.69M Sell
63,360
-1,218
-2% -$32.4K 0.22% 115
2014
Q2
$1.73M Buy
64,578
+1,556
+2% +$41.6K 0.23% 116
2014
Q1
$1.67M Buy
63,022
+3,265
+5% +$86.5K 0.22% 118
2013
Q4
$1.59M Sell
59,757
-26,827
-31% -$712K 0.22% 117
2013
Q3
$2.21M Buy
86,584
+1,109
+1% +$28.3K 0.33% 85
2013
Q2
$2.29M Buy
+85,475
New +$2.29M 0.35% 79