Center for Financial Planning’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 | $378K | Sell |
13,058
-596
| -4% | -$17.2K | 0.04% | 126 |
|
|
2025
Q1 | $386K | Hold |
13,654
| – | – | 0.05% | 112 |
|
|
2024
Q4 | $311K | Sell |
13,654
-2,320
| -15% | -$52.8K | 0.04% | 125 |
|
|
2024
Q3 | $351K | Buy |
15,974
+216
| +1% | +$4.75K | 0.05% | 114 |
|
|
2024
Q2 | $301K | Sell |
15,758
-4
| -0% | -$76 | 0.04% | 119 |
|
|
2024
Q1 | $277K | Buy |
15,762
+450
| +3% | +$7.92K | 0.04% | 126 |
|
|
2023
Q4 | $257K | Sell |
15,312
-430
| -3% | -$7.22K | 0.05% | 125 |
|
|
2023
Q3 | $236K | Sell |
15,742
-16
| -0.1% | -$240 | 0.05% | 123 |
|
|
2023
Q2 | $251K | Sell |
15,758
-1,068
| -6% | -$17K | 0.05% | 123 |
|
|
2023
Q1 | $324K | Buy |
16,826
+1,997
| +13% | +$38.4K | 0.07% | 103 |
|
|
2022
Q4 | $273K | Sell |
14,829
-345
| -2% | -$6.35K | 0.07% | 111 |
|
|
2022
Q3 | $233K | Buy |
15,174
+2,320
| +18% | +$35.6K | 0.06% | 111 |
|
|
2022
Q2 | $269K | Sell |
12,854
-4,100
| -24% | -$85.8K | 0.07% | 106 |
|
|
2022
Q1 | $303K | Buy |
16,954
+1,838
| +12% | +$32.8K | 0.06% | 108 |
|
|
2021
Q4 | $281K | Sell |
15,116
-935
| -6% | -$17.4K | 0.06% | 112 |
|
|
2021
Q3 | $327K | Sell |
16,051
-11,635
| -42% | -$237K | 0.08% | 96 |
|
|
2021
Q2 | $602K | Buy |
27,686
+1,071
| +4% | +$23.3K | 0.15% | 73 |
|
|
2021
Q1 | $608K | Sell |
26,615
-1,656
| -6% | -$37.8K | 0.16% | 70 |
|
|
2020
Q4 | $614K | Sell |
28,271
-359
| -1% | -$7.8K | 0.17% | 64 |
|
|
2020
Q3 | $617K | Buy |
28,630
+2,065
| +8% | +$44.5K | 0.2% | 53 |
|
|
2020
Q2 | $607K | Sell |
26,565
-905
| -3% | -$20.7K | 0.21% | 53 |
|
|
2020
Q1 | $605K | Sell |
27,470
-6,867
| -20% | -$151K | 0.2% | 55 |
|
|
2019
Q4 | $1.01M | Buy |
+34,337
| New | +$1.01M | 0.25% | 37 |
|