Charter Research & Investment Group’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
$1.23M Sell
42,565
-884
-2% -$25.6K 0.92% 31
2025
Q1
$1.23M Buy
43,449
+215
+0.5% +$6.08K 0.94% 32
2024
Q4
$984K Buy
43,234
+2,024
+5% +$46.1K 0.75% 33
2024
Q3
$907K Buy
41,210
+396
+1% +$8.71K 0.67% 39
2024
Q2
$780K Sell
40,814
-3,800
-9% -$72.6K 0.61% 41
2024
Q1
$785K Sell
44,614
-1,895
-4% -$33.4K 0.62% 40
2023
Q4
$780K Sell
46,509
-7,723
-14% -$130K 0.65% 40
2023
Q3
$815K Sell
54,232
-4,025
-7% -$60.5K 0.73% 38
2023
Q2
$929K Sell
58,257
-1,125
-2% -$17.9K 0.77% 36
2023
Q1
$1.14M Sell
59,382
-225
-0.4% -$4.33K 1% 32
2022
Q4
$1.1M Sell
59,607
-2,938
-5% -$54.1K 1.05% 28
2022
Q3
$959K Sell
62,545
-4,842
-7% -$74.2K 0.97% 31
2022
Q2
$1.41M Sell
67,387
-29,246
-30% -$613K 1.28% 26
2022
Q1
$1.73M Sell
96,633
-1,470
-1% -$26.2K 1.4% 26
2021
Q4
$1.82M Sell
98,103
-20,641
-17% -$384K 1.44% 25
2021
Q3
$2.42M Buy
118,744
+1,655
+1% +$33.8K 2.01% 18
2021
Q2
$2.55M Sell
117,089
-331
-0.3% -$7.19K 2.11% 18
2021
Q1
$2.69M Buy
117,420
+20
+0% +$457 2.35% 15
2020
Q4
$2.55M Buy
117,400
+2,064
+2% +$44.8K 2.45% 11
2020
Q3
$2.48M Sell
115,336
-1,377
-1% -$29.7K 2.72% 9
2020
Q2
$2.67M Buy
116,713
+3,277
+3% +$74.8K 3.07% 8
2020
Q1
$2.5M Buy
113,436
+629
+0.6% +$13.8K 3.29% 8
2019
Q4
$3.33M Buy
112,807
+331
+0.3% +$9.77K 3.39% 8
2019
Q3
$3.22M Buy
112,476
+6,559
+6% +$187K 3.48% 6
2019
Q2
$2.68M Sell
105,917
-2,125
-2% -$53.8K 2.98% 9
2019
Q1
$2.56M Buy
108,042
+16,914
+19% +$401K 2.83% 8
2018
Q4
$1.96M Sell
91,128
-16,730
-16% -$361K 2.48% 11
2018
Q3
$2.74M Sell
107,858
-166
-0.2% -$4.21K 2.98% 8
2018
Q2
$2.62M Sell
108,024
-95
-0.1% -$2.3K 3% 6
2018
Q1
$2.91M Buy
108,119
+422
+0.4% +$11.4K 3.47% 6
2017
Q4
$3.16M Buy
+107,697
New +$3.16M 3.55% 5
2016
Q3
$3.33M Hold
108,597
3.91% 6
2016
Q2
$3.54M Sell
108,597
-1,035
-0.9% -$33.8K 4.05% 5
2016
Q1
$3.24M Sell
109,632
-1,422
-1% -$42.1K 3.72% 6
2015
Q4
$2.89M Buy
111,054
+2,429
+2% +$63.1K 3.35% 8
2015
Q3
$2.67M Buy
108,625
+2,812
+3% +$69.2K 3.53% 8
2015
Q2
$2.84M Sell
105,813
-735
-0.7% -$19.7K 3.15% 7
2015
Q1
$2.63M Sell
106,548
-297
-0.3% -$7.33K 2.91% 12
2014
Q4
$2.71M Buy
+106,845
New +$2.71M 2.97% 9