Capital Advisors Ltd’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 | $162K | Buy |
5,610
+125
| +2% | +$3.61K | 0.02% | 294 |
|
|
2025
Q1 | $155K | Buy |
5,485
+667
| +14% | +$18.8K | 0.02% | 299 |
|
|
2024
Q4 | $110K | Buy |
4,818
+582
| +14% | +$13.3K | 0.01% | 331 |
|
|
2024
Q3 | $93K | Buy |
4,236
+15
| +0.4% | +$329 | 0.01% | 354 |
|
|
2024
Q2 | $81K | Buy |
4,221
+1,649
| +64% | +$31.6K | 0.01% | 362 |
|
|
2024
Q1 | $45K | Sell |
2,572
-124
| -5% | -$2.17K | 0.01% | 455 |
|
|
2023
Q4 | $45K | Buy |
2,696
+352
| +15% | +$5.88K | 0.01% | 441 |
|
|
2023
Q3 | $35K | Sell |
2,344
-1,579
| -40% | -$23.6K | 0.01% | 467 |
|
|
2023
Q2 | $63K | Buy |
3,923
+426
| +12% | +$6.84K | 0.01% | 393 |
|
|
2023
Q1 | $67K | Sell |
3,497
-356
| -9% | -$6.82K | 0.01% | 346 |
|
|
2022
Q4 | $50K | Sell |
3,853
-7,531
| -66% | -$97.7K | 0.01% | 372 |
|
|
2022
Q3 | $175K | Buy |
11,384
+9,704
| +578% | +$149K | 0.03% | 255 |
|
|
2022
Q2 | $35K | Sell |
1,680
-544
| -24% | -$11.3K | 0.01% | 388 |
|
|
2022
Q1 | $40K | Buy |
2,224
+337
| +18% | +$6.06K | 0.01% | 383 |
|
|
2021
Q4 | $35K | Sell |
1,887
-1,641
| -47% | -$30.4K | 0.01% | 385 |
|
|
2021
Q3 | $72K | Hold |
3,528
| – | – | 0.01% | 300 |
|
|
2021
Q2 | $77K | Buy |
3,528
+1
| +0% | +$22 | 0.01% | 286 |
|
|
2021
Q1 | $81K | Hold |
3,527
| – | – | 0.01% | 264 |
|
|
2020
Q4 | $77K | Sell |
3,527
-861
| -20% | -$18.8K | 0.02% | 250 |
|
|
2020
Q3 | $94K | Hold |
4,388
| – | – | 0.02% | 224 |
|
|
2020
Q2 | $100K | Hold |
4,388
| – | – | 0.03% | 214 |
|
|
2020
Q1 | $97K | Hold |
4,388
| – | – | 0.03% | 202 |
|
|
2019
Q4 | $130K | Buy |
4,388
+1,721
| +65% | +$51K | 0.03% | 186 |
|
|
2019
Q3 | $76K | Sell |
2,667
-79
| -3% | -$2.25K | 0.02% | 226 |
|
|
2019
Q2 | $69K | Buy |
2,746
+700
| +34% | +$17.6K | 0.02% | 258 |
|
|
2019
Q1 | $48K | Hold |
2,046
| – | – | 0.01% | 293 |
|
|
2018
Q4 | $44K | Sell |
2,046
-1,645
| -45% | -$35.4K | 0.01% | 294 |
|
|
2018
Q3 | $94K | Buy |
3,691
+1,645
| +80% | +$41.9K | 0.03% | 233 |
|
|
2018
Q2 | $50K | Buy |
2,046
+204
| +11% | +$4.99K | 0.02% | 231 |
|
|
2018
Q1 | $50K | Hold |
1,842
| – | – | 0.02% | 223 |
|
|
2017
Q4 | $54K | Hold |
1,842
| – | – | 0.02% | 221 |
|
|
2017
Q3 | $54K | Hold |
1,842
| – | – | 0.02% | 216 |
|
|
2017
Q2 | $52K | Hold |
1,842
| – | – | 0.02% | 213 |
|
|
2017
Q1 | $58K | Sell |
1,842
-135
| -7% | -$4.25K | 0.02% | 185 |
|
|
2016
Q4 | $63K | Buy |
1,977
+135
| +7% | +$4.3K | 0.03% | 176 |
|
|
2016
Q3 | $56K | Hold |
1,842
| – | – | 0.02% | 181 |
|
|
2016
Q2 | $60K | Sell |
1,842
-528
| -22% | -$17.2K | 0.03% | 170 |
|
|
2016
Q1 | $70K | Hold |
2,370
| – | – | 0.03% | 162 |
|
|
2015
Q4 | $62K | Hold |
2,370
| – | – | 0.03% | 162 |
|
|
2015
Q3 | $58K | Sell |
2,370
-609
| -20% | -$14.9K | 0.03% | 166 |
|
|
2015
Q2 | $80K | Buy |
2,979
+609
| +26% | +$16.4K | 0.04% | 152 |
|
|
2015
Q1 | $58K | Hold |
2,370
| – | – | 0.03% | 168 |
|
|
2014
Q4 | $60K | Sell |
2,370
-7,939
| -77% | -$201K | 0.03% | 160 |
|
|
2014
Q3 | $274K | Hold |
10,309
| – | – | 0.16% | 74 |
|
|
2014
Q2 | $275K | Hold |
10,309
| – | – | 0.15% | 77 |
|
|
2014
Q1 | $273K | Buy |
10,309
+7,664
| +290% | +$203K | 0.16% | 75 |
|
|
2013
Q4 | $70K | Buy |
+2,645
| New | +$70K | 0.05% | 126 |
|