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