Cerity Partners’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 | $45.6M | Sell |
1,574,988
-94,531
| -6% | -$2.74M | 0.08% | 207 |
|
2025
Q1 | $47.2M | Buy |
1,669,519
+53,695
| +3% | +$1.52M | 0.1% | 186 |
|
2024
Q4 | $36.4M | Buy |
1,615,824
+50,938
| +3% | +$1.15M | 0.08% | 208 |
|
2024
Q3 | $34.4M | Buy |
1,564,886
+220,574
| +16% | +$4.85M | 0.08% | 221 |
|
2024
Q2 | $25.7M | Sell |
1,344,312
-147,799
| -10% | -$2.82M | 0.07% | 242 |
|
2024
Q1 | $26.2M | Buy |
1,492,111
+579,507
| +64% | +$10.2M | 0.07% | 251 |
|
2023
Q4 | $15.3M | Buy |
912,604
+541,685
| +146% | +$9.09M | 0.05% | 290 |
|
2023
Q3 | $5.57M | Sell |
370,919
-247,592
| -40% | -$3.72M | 0.03% | 392 |
|
2023
Q2 | $9.87M | Buy |
618,511
+144,957
| +31% | +$2.31M | 0.04% | 349 |
|
2023
Q1 | $34M | Buy |
473,554
+47,242
| +11% | +$3.39M | 0.08% | 171 |
|
2022
Q4 | $7.87M | Buy |
426,312
+154,725
| +57% | +$2.86M | 0.05% | 291 |
|
2022
Q3 | $4.17M | Sell |
271,587
-28,029
| -9% | -$430K | 0.05% | 263 |
|
2022
Q2 | $6.28M | Buy |
299,616
+63,237
| +27% | +$1.33M | 0.07% | 223 |
|
2022
Q1 | $3.96M | Buy |
236,379
+46,006
| +24% | +$770K | 0.06% | 225 |
|
2021
Q4 | $3.54M | Buy |
190,373
+16,740
| +10% | +$311K | 0.05% | 244 |
|
2021
Q3 | $3.54M | Sell |
173,633
-179
| -0.1% | -$3.65K | 0.08% | 192 |
|
2021
Q2 | $3.78M | Sell |
173,812
-14,054
| -7% | -$305K | 0.08% | 182 |
|
2021
Q1 | $4.3M | Sell |
187,866
-28,732
| -13% | -$657K | 0.1% | 161 |
|
2020
Q4 | $4.71M | Sell |
216,598
-7,609
| -3% | -$165K | 0.15% | 125 |
|
2020
Q3 | $4.83M | Buy |
224,207
+78,298
| +54% | +$1.69M | 0.2% | 100 |
|
2020
Q2 | $3.33M | Buy |
145,909
+5,523
| +4% | +$126K | 0.18% | 101 |
|
2020
Q1 | $3.09M | Sell |
140,386
-1,827
| -1% | -$40.2K | 0.19% | 96 |
|
2019
Q4 | $4.2M | Sell |
142,213
-3,912
| -3% | -$115K | 0.21% | 89 |
|
2019
Q3 | $4.18M | Buy |
146,125
+12,920
| +10% | +$369K | 0.25% | 94 |
|
2019
Q2 | $3.37M | Buy |
133,205
+16,285
| +14% | +$412K | 0.21% | 113 |
|
2019
Q1 | $2.77M | Sell |
116,920
-54,972
| -32% | -$1.3M | 0.19% | 121 |
|
2018
Q4 | $3.71M | Buy |
171,892
+26,052
| +18% | +$562K | 0.25% | 94 |
|
2018
Q3 | $3.7M | Buy |
145,840
+5,201
| +4% | +$132K | 0.26% | 103 |
|
2018
Q2 | $3.41M | Buy |
140,639
+27,271
| +24% | +$661K | 0.25% | 105 |
|
2018
Q1 | $3.05M | Buy |
113,368
+2,373
| +2% | +$63.9K | 0.23% | 113 |
|
2017
Q4 | $3.26M | Buy |
110,995
+12,456
| +13% | +$366K | 0.22% | 109 |
|
2017
Q3 | $2.92M | Buy |
+98,539
| New | +$2.92M | 0.21% | 107 |
|
2017
Q2 | – | Sell |
-89,202
| Closed | -$2.8M | – | 428 |
|
2017
Q1 | $2.8M | Buy |
+89,202
| New | +$2.8M | 0.23% | 83 |
|