CAPTRUST Financial Advisors
T icon

CAPTRUST Financial Advisors’s AT&T T Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$73M Sell
2,520,977
-2,984
-0.1% -$86.4K 0.16% 117
2025
Q1
$71.4M Sell
2,523,961
-55,817
-2% -$1.58M 0.18% 117
2024
Q4
$58.7M Buy
2,579,778
+192,705
+8% +$4.39M 0.17% 120
2024
Q3
$51.6M Sell
2,387,073
-271,514
-10% -$5.87M 0.15% 129
2024
Q2
$50.8M Sell
2,658,587
-7,644
-0.3% -$146K 0.16% 122
2024
Q1
$46.9M Sell
2,666,231
-384,318
-13% -$6.76M 0.17% 124
2023
Q4
$51.2M Sell
3,050,549
-151,379
-5% -$2.54M 0.18% 116
2023
Q3
$48.1M Sell
3,201,928
-1,000,586
-24% -$15M 0.18% 112
2023
Q2
$67M Sell
4,202,514
-3,305,711
-44% -$52.7M 0.26% 86
2023
Q1
$145M Buy
7,508,225
+665,076
+10% +$12.8M 0.64% 31
2022
Q4
$126M Buy
6,843,149
+424,638
+7% +$7.82M 0.63% 30
2022
Q3
$98.5M Buy
6,418,511
+883,007
+16% +$13.5M 0.57% 33
2022
Q2
$116M Buy
5,535,504
+2,440,108
+79% +$51.1M 0.75% 21
2022
Q1
$73.1M Buy
3,095,396
+20,847
+0.7% +$493K 0.47% 40
2021
Q4
$75.6M Buy
3,074,549
+1,891,118
+160% +$46.5M 0.52% 39
2021
Q3
$32M Buy
1,183,431
+123,210
+12% +$3.33M 0.27% 96
2021
Q2
$30.5M Buy
1,060,221
+46,881
+5% +$1.35M 0.28% 85
2021
Q1
$30.7M Buy
1,013,340
+204,907
+25% +$6.2M 0.33% 72
2020
Q4
$23.3M Buy
808,433
+50,446
+7% +$1.45M 0.31% 88
2020
Q3
$21.6M Sell
757,987
-22,044
-3% -$628K 0.36% 73
2020
Q2
$23.3M Buy
780,031
+77,356
+11% +$2.31M 0.38% 69
2020
Q1
$19.7M Buy
702,675
+25,724
+4% +$722K 0.43% 61
2019
Q4
$26.3M Buy
676,951
+299,642
+79% +$11.6M 0.42% 65
2019
Q3
$14.3M Sell
377,309
-175
-0% -$6.62K 0.5% 43
2019
Q2
$12.6M Buy
377,484
+82,770
+28% +$2.77M 0.47% 47
2019
Q1
$9.24M Buy
294,714
+35,213
+14% +$1.1M 0.38% 55
2018
Q4
$7.41M Buy
259,501
+1,506
+0.6% +$43K 0.4% 58
2018
Q3
$8.66M Buy
257,995
+37,746
+17% +$1.27M 0.39% 50
2018
Q2
$7.07M Buy
220,249
+26,929
+14% +$865K 0.39% 45
2018
Q1
$6.79M Sell
193,320
-5,577
-3% -$196K 0.42% 40
2017
Q4
$7.73M Buy
198,897
+194,675
+4,611% +$7.57M 0.47% 40
2017
Q3
$155K Buy
+4,222
New +$155K 0.01% 219