Cedar Brook Financial Partners’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-26,875
| Closed | -$473K | – | 356 |
|
|
2024
Q1 | $473K | Sell |
26,875
-2,557
| -9% | -$45K | 0.09% | 210 |
|
|
2023
Q4 | $478K | Buy |
29,432
+1,955
| +7% | +$31.7K | 0.11% | 200 |
|
|
2023
Q3 | $413K | Sell |
27,477
-9,232
| -25% | -$139K | 0.11% | 195 |
|
|
2023
Q2 | $586K | Sell |
36,709
-1,359
| -4% | -$21.7K | 0.14% | 155 |
|
|
2023
Q1 | $733K | Buy |
38,068
+2,854
| +8% | +$54.9K | 0.19% | 128 |
|
|
2022
Q4 | $648K | Buy |
35,214
+1,655
| +5% | +$30.5K | 0.18% | 138 |
|
|
2022
Q3 | $515K | Buy |
33,559
+427
| +1% | +$6.55K | 0.17% | 161 |
|
|
2022
Q2 | $694K | Sell |
33,132
-10,433
| -24% | -$219K | 0.22% | 117 |
|
|
2022
Q1 | $778K | Sell |
43,565
-670
| -2% | -$12K | 0.2% | 124 |
|
|
2021
Q4 | $822K | Buy |
44,235
+2,162
| +5% | +$40.2K | 0.21% | 116 |
|
|
2021
Q3 | $858K | Sell |
42,073
-3,222
| -7% | -$65.7K | 0.26% | 99 |
|
|
2021
Q2 | $985K | Buy |
45,295
+8,257
| +22% | +$180K | 0.28% | 92 |
|
|
2021
Q1 | $847K | Sell |
37,038
-7,520
| -17% | -$172K | 0.29% | 86 |
|
|
2020
Q4 | $968K | Sell |
44,558
-7,498
| -14% | -$163K | 0.34% | 77 |
|
|
2020
Q3 | $1.12M | Buy |
52,056
+378
| +0.7% | +$8.14K | 0.44% | 56 |
|
|
2020
Q2 | $1.18M | Buy |
51,678
+4,354
| +9% | +$99.4K | 0.53% | 46 |
|
|
2020
Q1 | $1.04M | Sell |
47,324
-7,315
| -13% | -$161K | 0.58% | 45 |
|
|
2019
Q4 | $1.61M | Sell |
54,639
-1,730
| -3% | -$51.1K | 0.69% | 33 |
|
|
2019
Q3 | $1.61M | Buy |
56,369
+356
| +0.6% | +$10.2K | 0.71% | 29 |
|
|
2019
Q2 | $1.42M | Buy |
56,013
+2,558
| +5% | +$64.8K | 0.65% | 32 |
|
|
2019
Q1 | $1.27M | Sell |
53,455
-2,630
| -5% | -$62.3K | 0.62% | 39 |
|
|
2018
Q4 | $1.21M | Buy |
+56,085
| New | +$1.21M | 0.73% | 31 |
|