Capital Advisors Inc’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 | $721K | Buy |
24,928
+5,740
| +30% | +$166K | 0.01% | 172 |
|
|
2025
Q1 | $543K | Sell |
19,188
-6,036
| -24% | -$171K | 0.01% | 190 |
|
|
2024
Q4 | $574K | Buy |
25,224
+2,453
| +11% | +$55.9K | 0.01% | 188 |
|
|
2024
Q3 | $501K | Sell |
22,771
-8,218
| -27% | -$181K | 0.01% | 193 |
|
|
2024
Q2 | $592K | Buy |
30,989
+12,240
| +65% | +$234K | 0.01% | 178 |
|
|
2024
Q1 | $330K | Sell |
18,749
-353,860
| -95% | -$6.23M | 0.01% | 234 |
|
|
2023
Q4 | $6.25M | Buy |
372,609
+351,753
| +1,687% | +$5.9M | 0.14% | 99 |
|
|
2023
Q3 | $313K | Sell |
20,856
-2,498
| -11% | -$37.5K | 0.01% | 208 |
|
|
2023
Q2 | $372K | Sell |
23,354
-3,769
| -14% | -$60.1K | 0.01% | 196 |
|
|
2023
Q1 | $522K | Sell |
27,123
-43,243
| -61% | -$832K | 0.01% | 168 |
|
|
2022
Q4 | $1.3M | Buy |
70,366
+33,657
| +92% | +$620K | 0.04% | 125 |
|
|
2022
Q3 | $550K | Sell |
36,709
-918,771
| -96% | -$13.8M | 0.02% | 165 |
|
|
2022
Q2 | $20M | Buy |
955,480
+901,487
| +1,670% | +$18.9M | 0.6% | 62 |
|
|
2022
Q1 | $964K | Buy |
53,993
+16,868
| +45% | +$301K | 0.03% | 128 |
|
|
2021
Q4 | $690K | Sell |
37,125
-992
| -3% | -$18.4K | 0.02% | 149 |
|
|
2021
Q3 | $778K | Sell |
38,117
-9,003
| -19% | -$184K | 0.02% | 137 |
|
|
2021
Q2 | $1.02M | Sell |
47,120
-30,967
| -40% | -$673K | 0.03% | 122 |
|
|
2021
Q1 | $1.79M | Buy |
78,087
+7,040
| +10% | +$161K | 0.06% | 110 |
|
|
2020
Q4 | $1.54M | Buy |
71,047
+2,874
| +4% | +$62.4K | 0.06% | 104 |
|
|
2020
Q3 | $1.47M | Buy |
68,173
+1,749
| +3% | +$37.7K | 0.06% | 101 |
|
|
2020
Q2 | $1.5M | Sell |
66,424
-7,724
| -10% | -$174K | 0.06% | 99 |
|
|
2020
Q1 | $1.63M | Sell |
74,148
-1,764
| -2% | -$38.8K | 0.09% | 87 |
|
|
2019
Q4 | $2.24M | Buy |
75,912
+22,275
| +42% | +$658K | 0.1% | 99 |
|
|
2019
Q3 | $1.36M | Hold |
53,637
| – | – | 0.07% | 110 |
|
|
2019
Q2 | $1.36M | Buy |
53,637
+40,269
| +301% | +$1.02M | 0.07% | 110 |
|
|
2019
Q1 | $317K | Sell |
13,368
-67,572
| -83% | -$1.6M | 0.03% | 113 |
|
|
2018
Q4 | $1.75M | Buy |
80,940
+14,968
| +23% | +$323K | 0.11% | 104 |
|
|
2018
Q3 | $1.67M | Sell |
65,972
-1,308
| -2% | -$33.2K | 0.1% | 109 |
|
|
2018
Q2 | $1.63M | Sell |
67,280
-2,294
| -3% | -$55.6K | 0.1% | 110 |
|
|
2018
Q1 | $1.87M | Sell |
69,574
-3,397
| -5% | -$91.5K | 0.11% | 111 |
|
|
2017
Q4 | $2.14M | Sell |
72,971
-385,080
| -84% | -$11.3M | 0.13% | 107 |
|
|
2017
Q3 | $13.6M | Buy |
458,051
+19,614
| +4% | +$580K | 0.83% | 36 |
|
|
2017
Q2 | $12.5M | Buy |
438,437
+14,172
| +3% | +$404K | 0.78% | 43 |
|
|
2017
Q1 | $13.3M | Buy |
424,265
+41,653
| +11% | +$1.31M | 0.87% | 35 |
|
|
2016
Q4 | $12.3M | Buy |
382,612
+58,856
| +18% | +$1.89M | 0.86% | 32 |
|
|
2016
Q3 | $9.93M | Buy |
323,756
+18,263
| +6% | +$560K | 1.49% | 30 |
|
|
2016
Q2 | $9.97M | Buy |
305,493
+238,070
| +353% | +$7.77M | 1.54% | 21 |
|
|
2016
Q1 | $1.99M | Buy |
67,423
+11,364
| +20% | +$336K | 0.33% | 62 |
|
|
2015
Q4 | $1.46M | Buy |
56,059
+767
| +1% | +$19.9K | 0.26% | 65 |
|
|
2015
Q3 | $1.36M | Buy |
55,292
+7,186
| +15% | +$177K | 0.25% | 67 |
|
|
2015
Q2 | $1.29M | Sell |
48,106
-10,006
| -17% | -$268K | 0.22% | 63 |
|
|
2015
Q1 | $1.43M | Buy |
58,112
+14,096
| +32% | +$348K | 0.18% | 69 |
|
|
2014
Q4 | $1.12M | Sell |
44,016
-358,412
| -89% | -$9.09M | 0.21% | 66 |
|
|
2014
Q3 | $10.7M | Sell |
402,428
-8,060
| -2% | -$215K | 2.19% | 6 |
|
|
2014
Q2 | $11M | Sell |
410,488
-1,093
| -0.3% | -$29.2K | 2.12% | 6 |
|
|
2014
Q1 | $10.9M | Buy |
411,581
+133,164
| +48% | +$3.53M | 2.37% | 6 |
|
|
2013
Q4 | $7.39M | Buy |
278,417
+8,994
| +3% | +$239K | 1.63% | 18 |
|
|
2013
Q3 | $6.88M | Buy |
269,423
+6,008
| +2% | +$153K | 1.65% | 20 |
|
|
2013
Q2 | $7.04M | Buy |
+263,415
| New | +$7.04M | 1.9% | 15 |
|