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 |
|