Charter Oak Capital Management’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 | $433K | Sell |
14,970
-276
| -2% | -$7.99K | 0.04% | 125 |
|
|
2025
Q1 | $431K | Buy |
15,246
+408
| +3% | +$11.5K | 0.04% | 119 |
|
|
2024
Q4 | $338K | Sell |
14,838
-298
| -2% | -$6.79K | 0.03% | 132 |
|
|
2024
Q3 | $333K | Buy |
15,136
+845
| +6% | +$18.6K | 0.03% | 139 |
|
|
2024
Q2 | $273K | Sell |
14,291
-1,488
| -9% | -$28.4K | 0.03% | 146 |
|
|
2024
Q1 | $278K | Buy |
15,779
+116
| +0.7% | +$2.04K | 0.03% | 153 |
|
|
2023
Q4 | $263K | Sell |
15,663
-4,815
| -24% | -$80.8K | 0.03% | 149 |
|
|
2023
Q3 | $308K | Sell |
20,478
-3,150
| -13% | -$47.3K | 0.04% | 142 |
|
|
2023
Q2 | $377K | Sell |
23,628
-96
| -0.4% | -$1.53K | 0.05% | 128 |
|
|
2023
Q1 | $457K | Sell |
23,724
-11
| -0% | -$212 | 0.06% | 109 |
|
|
2022
Q4 | $437K | Sell |
23,735
-906
| -4% | -$16.7K | 0.07% | 107 |
|
|
2022
Q3 | $378K | Buy |
24,641
+4,737
| +24% | +$72.7K | 0.06% | 113 |
|
|
2022
Q2 | $417K | Sell |
19,904
-3,797
| -16% | -$79.5K | 0.06% | 124 |
|
|
2022
Q1 | $423K | Sell |
23,701
-1,291
| -5% | -$23K | 0.05% | 126 |
|
|
2021
Q4 | $464K | Sell |
24,992
-4,989
| -17% | -$92.6K | 0.05% | 123 |
|
|
2021
Q3 | $612K | Sell |
29,981
-9,409
| -24% | -$192K | 0.08% | 105 |
|
|
2021
Q2 | $856K | Sell |
39,390
-1,970
| -5% | -$42.8K | 0.11% | 79 |
|
|
2021
Q1 | $946K | Sell |
41,360
-5,208
| -11% | -$119K | 0.13% | 74 |
|
|
2020
Q4 | $1.01M | Buy |
+46,568
| New | +$1.01M | 0.15% | 62 |
|