Capstone 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 | $373K | Sell |
12,876
-353
| -3% | -$10.2K | 0.02% | 110 |
|
|
2025
Q1 | $374K | Buy |
13,229
+13
| +0.1% | +$368 | 0.02% | 103 |
|
|
2024
Q4 | $301K | Buy |
13,216
+3,860
| +41% | +$87.9K | 0.02% | 117 |
|
|
2024
Q3 | $206K | Sell |
9,356
-5,224
| -36% | -$115K | 0.01% | 137 |
|
|
2024
Q2 | $279K | Buy |
14,580
+251
| +2% | +$4.8K | 0.02% | 120 |
|
|
2024
Q1 | $252K | Sell |
14,329
-16,652
| -54% | -$293K | 0.02% | 120 |
|
|
2023
Q4 | $520K | Buy |
30,981
+1,908
| +7% | +$32K | 0.04% | 82 |
|
|
2023
Q3 | $437K | Buy |
29,073
+9,046
| +45% | +$136K | 0.03% | 84 |
|
|
2023
Q2 | $319K | Buy |
20,027
+5,410
| +37% | +$86.3K | 0.02% | 100 |
|
|
2023
Q1 | $281K | Sell |
14,617
-4,985
| -25% | -$96K | 0.02% | 105 |
|
|
2022
Q4 | $361K | Sell |
19,602
-3,083
| -14% | -$56.8K | 0.03% | 88 |
|
|
2022
Q3 | $348K | Buy |
22,685
+229
| +1% | +$3.51K | 0.03% | 88 |
|
|
2022
Q2 | $471K | Sell |
22,456
-8,923
| -28% | -$187K | 0.04% | 79 |
|
|
2022
Q1 | $560K | Buy |
+31,379
| New | +$560K | 0.04% | 74 |
|
|
2021
Q4 | – | Sell |
-30,260
| Closed | -$617K | – | 147 |
|
|
2021
Q3 | $617K | Buy |
30,260
+2,664
| +10% | +$54.3K | 0.05% | 58 |
|
|
2021
Q2 | $600K | Sell |
27,596
-2,054
| -7% | -$44.7K | 0.05% | 59 |
|
|
2021
Q1 | $678K | Buy |
29,650
+2,782
| +10% | +$63.6K | 0.06% | 44 |
|
|
2020
Q4 | $584K | Buy |
26,868
+975
| +4% | +$21.2K | 0.06% | 44 |
|
|
2020
Q3 | $558K | Buy |
25,893
+14,578
| +129% | +$314K | 0.06% | 44 |
|
|
2020
Q2 | $258K | Buy |
11,315
+21
| +0.2% | +$479 | 0.03% | 76 |
|
|
2020
Q1 | $249K | Sell |
11,294
-607
| -5% | -$13.4K | 0.03% | 69 |
|
|
2019
Q4 | $351K | Buy |
11,901
+786
| +7% | +$23.2K | 0.05% | 59 |
|
|
2019
Q3 | $318K | Sell |
11,115
-1,333
| -11% | -$38.1K | 0.05% | 56 |
|
|
2019
Q2 | $315K | Buy |
12,448
+1,187
| +11% | +$30K | 0.05% | 59 |
|
|
2019
Q1 | $267K | Buy |
11,261
+874
| +8% | +$20.7K | 0.05% | 65 |
|
|
2018
Q4 | $224K | Sell |
10,387
-9,093
| -47% | -$196K | 0.05% | 70 |
|
|
2018
Q3 | $494K | Sell |
19,480
-9,105
| -32% | -$231K | 0.12% | 37 |
|
|
2018
Q2 | $693K | Buy |
28,585
+152
| +0.5% | +$3.69K | 0.21% | 30 |
|
|
2018
Q1 | $766K | Buy |
28,433
+166
| +0.6% | +$4.47K | 0.25% | 27 |
|
|
2017
Q4 | $830K | Buy |
28,267
+139
| +0.5% | +$4.08K | 0.31% | 28 |
|
|
2017
Q3 | $832K | Sell |
28,128
-174
| -0.6% | -$5.15K | 0.37% | 25 |
|
|
2017
Q2 | $807K | Sell |
28,302
-594
| -2% | -$16.9K | 0.39% | 24 |
|
|
2017
Q1 | $907K | Buy |
28,896
+107
| +0.4% | +$3.36K | 0.46% | 23 |
|
|
2016
Q4 | $925K | Sell |
28,789
-3,078
| -10% | -$98.9K | 0.42% | 22 |
|
|
2016
Q3 | $977K | Sell |
31,867
-4,029
| -11% | -$124K | 0.52% | 16 |
|
|
2016
Q2 | $1.17M | Buy |
35,896
+690
| +2% | +$22.5K | 0.63% | 14 |
|
|
2016
Q1 | $1.04M | Buy |
35,206
+104
| +0.3% | +$3.08K | 0.41% | 22 |
|
|
2015
Q4 | $912K | Sell |
35,102
-5,837
| -14% | -$152K | 0.32% | 25 |
|
|
2015
Q3 | $1.01M | Buy |
40,939
+5,799
| +17% | +$143K | 0.45% | 21 |
|
|
2015
Q2 | $943K | Sell |
35,140
-4,474
| -11% | -$120K | 0.37% | 23 |
|
|
2015
Q1 | $977K | Buy |
39,614
+2,328
| +6% | +$57.4K | 0.38% | 24 |
|
|
2014
Q4 | $946K | Buy |
37,286
+1,436
| +4% | +$36.4K | 0.29% | 26 |
|
|
2014
Q3 | $954K | Buy |
35,850
+2,750
| +8% | +$73.2K | 0.58% | 15 |
|
|
2014
Q2 | $884K | Buy |
33,100
+523
| +2% | +$14K | 0.61% | 14 |
|
|
2014
Q1 | $863K | Buy |
32,577
+9,019
| +38% | +$239K | 0.53% | 15 |
|
|
2013
Q4 | $626K | Buy |
+23,558
| New | +$626K | 0.4% | 22 |
|