Bragg Financial 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
$568K Buy
19,632
+73
+0.4% +$2.11K 0.02% 253
2025
Q1
$553K Buy
19,559
+1,006
+5% +$28.5K 0.02% 248
2024
Q4
$422K Buy
18,553
+687
+4% +$15.6K 0.02% 268
2024
Q3
$393K Sell
17,866
-1,617
-8% -$35.6K 0.02% 262
2024
Q2
$372K Sell
19,483
-3,579
-16% -$68.4K 0.02% 262
2024
Q1
$406K Sell
23,062
-3,920
-15% -$69K 0.02% 258
2023
Q4
$453K Sell
26,982
-11,984
-31% -$201K 0.02% 246
2023
Q3
$585K Sell
38,966
-14,340
-27% -$215K 0.03% 237
2023
Q2
$850K Sell
53,306
-19,539
-27% -$312K 0.05% 208
2023
Q1
$1.4M Sell
72,845
-83
-0.1% -$1.6K 0.08% 178
2022
Q4
$1.34M Buy
72,928
+32,890
+82% +$606K 0.08% 177
2022
Q3
$614K Sell
40,038
-15,658
-28% -$240K 0.04% 210
2022
Q2
$1.17M Sell
55,696
-391
-0.7% -$8.19K 0.08% 176
2022
Q1
$1M Sell
56,087
-22,363
-29% -$399K 0.06% 192
2021
Q4
$1.6M Hold
78,450
0.1% 160
2021
Q3
$1.6M Buy
78,450
+146
+0.2% +$2.98K 0.1% 160
2021
Q2
$1.7M Sell
78,304
-6,530
-8% -$142K 0.11% 156
2021
Q1
$1.94M Sell
84,834
-5,285
-6% -$121K 0.13% 147
2020
Q4
$1.96M Buy
90,119
+768
+0.9% +$16.7K 0.17% 135
2020
Q3
$1.92M Sell
89,351
-5,139
-5% -$111K 0.2% 126
2020
Q2
$2.16M Sell
94,490
-11,618
-11% -$265K 0.24% 113
2020
Q1
$2.34M Buy
106,108
+4,562
+4% +$100K 0.31% 105
2019
Q4
$3M Sell
101,546
-815
-0.8% -$24.1K 0.34% 101
2019
Q3
$2.93M Buy
102,361
+10,843
+12% +$310K 0.36% 99
2019
Q2
$2.32M Sell
91,518
-3,655
-4% -$92.5K 0.29% 118
2019
Q1
$2.25M Sell
95,173
-39,635
-29% -$939K 0.29% 112
2018
Q4
$2.91M Sell
134,808
-38,279
-22% -$825K 0.44% 79
2018
Q3
$4.39M Sell
173,087
-6,575
-4% -$167K 0.59% 58
2018
Q2
$4.36M Buy
179,662
+4,133
+2% +$100K 0.62% 56
2018
Q1
$4.73M Sell
175,529
-17,090
-9% -$460K 0.69% 47
2017
Q4
$5.66M Sell
192,619
-5,030
-3% -$148K 0.81% 40
2017
Q3
$5.85M Buy
197,649
+3,216
+2% +$95.1K 0.9% 35
2017
Q2
$5.54M Sell
194,433
-10,317
-5% -$294K 0.87% 34
2017
Q1
$6.43M Buy
204,750
+8,246
+4% +$259K 1.03% 20
2016
Q4
$6.31M Buy
196,504
+34,532
+21% +$1.11M 1.04% 14
2016
Q3
$4.97M Buy
161,972
+4,507
+3% +$138K 0.89% 29
2016
Q2
$5.14M Buy
157,465
+4,325
+3% +$141K 0.93% 25
2016
Q1
$4.53M Sell
153,140
-11,605
-7% -$343K 0.87% 32
2015
Q4
$4.28M Buy
164,745
+2,376
+1% +$61.8K 0.92% 32
2015
Q3
$4M Buy
162,369
+27,848
+21% +$685K 0.96% 31
2015
Q2
$3.61M Buy
134,521
+2,320
+2% +$62.2K 0.83% 43
2015
Q1
$3.26M Buy
132,201
+8,445
+7% +$208K 0.75% 51
2014
Q4
$3.14M Sell
123,756
-2,254
-2% -$57.2K 0.76% 47
2014
Q3
$3.35M Sell
126,010
-2,537
-2% -$67.5K 0.85% 39
2014
Q2
$3.43M Sell
128,547
-777
-0.6% -$20.8K 0.82% 37
2014
Q1
$3.43M Buy
129,324
+1,554
+1% +$41.2K 0.84% 35
2013
Q4
$3.39M Sell
127,770
-2,502
-2% -$66.4K 0.82% 37
2013
Q3
$3.33M Buy
130,272
+3,065
+2% +$78.3K 0.87% 32
2013
Q2
$3.4M Buy
+127,207
New +$3.4M 0.93% 27