Calton & Associates’s AT&T T Stock Holding History

Calton & Associates’s Portfolio T Stock Details T Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.96M	Sell	67,761 -3,011	-4%	-$87.1K	0.34%	59
2025 Q1	$2M	Buy	70,772 +37,431	+112%	+$1.06M	0.46%	47
2024 Q4	$759K	Sell	33,341 -22,840	-41%	-$520K	0.34%	73
2024 Q3	$1.46M	Buy	56,181 +19,498	+53%	+$507K	0.56%	47
2024 Q2	$701K	Sell	36,683 -479	-1%	-$9.15K	0.35%	72
2024 Q1	$654K	Buy	37,162 +459	+1%	+$8.08K	0.32%	75
2023 Q4	$616K	Sell	36,703 -3,072	-8%	-$51.5K	0.25%	95
2023 Q3	$742K	Sell	39,775 -1,608	-4%	-$30K	1.08%	22
2023 Q2	$660K	Buy	41,383 +2,616	+7%	+$41.7K	0.31%	78
2023 Q1	$746K	Sell	38,767 -5,731	-13%	-$110K	0.35%	70
2022 Q4	$819K	Buy	44,498 +16,975	+62%	+$313K	0.32%	75
2022 Q3	$422K	Sell	27,523 -167	-0.6%	-$2.56K	0.24%	105
2022 Q2	$580K	Sell	27,690 -5,701	-17%	-$119K	0.32%	83
2022 Q1	$789K	Sell	33,391 -7,932	-19%	-$187K	0.23%	115
2021 Q4	$1.02M	Sell	41,323 -8,736	-17%	-$215K	0.27%	98
2021 Q3	$1.35M	Buy	50,059 +507	+1%	+$13.7K	0.3%	86
2021 Q2	$1.43M	Sell	49,552 -2,482	-5%	-$71.7K	0.27%	78
2021 Q1	$1.58M	Sell	52,034 -7,360	-12%	-$223K	0.31%	65
2020 Q4	$1.71M	Sell	59,394 -6,381	-10%	-$183K	0.3%	64
2020 Q3	$1.88M	Buy	65,775 +76	+0.1%	+$2.17K	0.39%	55
2020 Q2	$1.99M	Sell	65,699 -17,493	-21%	-$529K	0.43%	49
2020 Q1	$2.43M	Sell	83,192 -1,053	-1%	-$30.7K	0.6%	36
2019 Q4	$3.29M	Buy	84,245 +1,217	+1%	+$47.6K	0.66%	25
2019 Q3	$3.14M	Buy	83,028 +1,629	+2%	+$61.6K	0.7%	23
2019 Q2	$2.73M	Buy	81,399 +5,965	+8%	+$200K	0.77%	21
2019 Q1	$2.37M	Sell	75,434 -4,876	-6%	-$153K	0.72%	22
2018 Q4	$2.29M	Sell	80,310 -10,548	-12%	-$301K	0.84%	19
2018 Q3	$3.05M	Sell	90,858 -19,432	-18%	-$653K	0.9%	18
2018 Q2	$3.57M	Sell	110,290 -792	-0.7%	-$25.6K	1.04%	15
2018 Q1	$3.96M	Buy	111,082 +8,317	+8%	+$296K	1.15%	12
2017 Q4	$3.82M	Buy	+102,765	New	+$3.82M	0.96%	14