CLA (CliftonLarsonAllen) Wealth Advisors’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $991K | Buy |
47,881
+5,805
| +14% | +$144K | 0.01% | 195 |
|
|
2026
Q1 | $1.22M | Sell |
42,076
-809
| -2% | -$21.6K | 0.02% | 163 |
|
|
2025
Q4 | $1.07M | Buy |
42,885
+22,922
| +115% | +$580K | 0.02% | 159 |
|
|
2025
Q3 | $564K | Buy |
+19,963
| New | +$567K | 0.01% | 179 |
|
|
2025
Q2 | – | Sell |
-12,127
| Closed | -$343K | – | 210 |
|
|
2025
Q1 | $343K | Buy |
12,127
+1,792
| +17% | +$45.1K | 0.01% | 180 |
|
|
2024
Q4 | $235K | Sell |
10,335
-1,340
| -11% | -$30.2K | ﹤0.01% | 186 |
|
|
2024
Q3 | $257K | Buy |
+11,675
| New | +$232K | 0.01% | 182 |
|
|
2024
Q1 | – | Sell |
-13,781
| Closed | -$231K | – | 189 |
|
|
2023
Q4 | $231K | Sell |
13,781
-1,610
| -10% | -$25.4K | 0.01% | 183 |
|
|
2023
Q3 | $231K | Buy |
+15,391
| New | +$226K | 0.01% | 179 |
|
|
2023
Q2 | – | Sell |
-15,977
| Closed | -$308K | – | 181 |
|
|
2023
Q1 | $308K | Sell |
15,977
-3,231
| -17% | -$61.8K | 0.01% | 180 |
|
|
2022
Q4 | $354K | Sell |
19,208
-1,792
| -9% | -$32.1K | 0.01% | 179 |
|
|
2022
Q3 | $322K | Buy |
21,000
+1,265
| +6% | +$23K | 0.04% | 85 |
|
|
2022
Q2 | $414K | Sell |
19,735
-12,384
| -39% | -$247K | 0.02% | 168 |
|
|
2022
Q1 | $573K | Buy |
32,119
+3,523
| +12% | +$65.2K | 0.02% | 168 |
|
|
2021
Q4 | $531K | Buy |
28,596
+6,430
| +29% | +$120K | 0.02% | 156 |
|
|
2021
Q3 | $452K | Sell |
22,166
-2,948
| -12% | -$61.9K | 0.02% | 237 |
|
|
2021
Q2 | $546K | Buy |
25,114
+3,598
| +17% | +$81.8K | 0.02% | 217 |
|
|
2021
Q1 | $492K | Buy |
21,516
+192
| +0.9% | +$4.25K | 0.02% | 155 |
|
|
2020
Q4 | $463K | Sell |
21,324
-3,159
| -13% | -$68.1K | 0.02% | 147 |
|
|
2020
Q3 | $527K | Sell |
24,483
-6,420
| -21% | -$143K | 0.03% | 137 |
|
|
2020
Q2 | $706K | Buy |
+30,903
| New | +$704K | 0.04% | 123 |
|
|
2019
Q4 | $978K | Sell |
33,121
-4,254
| -11% | -$123K | 0.08% | 107 |
|
|
2019
Q3 | $1.07M | Buy |
37,375
+19,533
| +109% | +$517K | 0.09% | 95 |
|
|
2019
Q2 | $452K | Sell |
17,842
-3,735
| -17% | -$89.6K | 0.05% | 98 |
|
|
2019
Q1 | $511K | Sell |
21,577
-14,436
| -40% | -$332K | 0.06% | 95 |
|
|
2018
Q4 | $776K | Buy |
36,013
+3,265
| +10% | +$76K | 0.08% | 109 |
|
|
2018
Q3 | $831K | Sell |
32,748
-2,121
| -6% | -$52K | 0.08% | 92 |
|
|
2018
Q2 | $846K | Buy |
34,869
+4,904
| +16% | +$123K | 0.08% | 91 |
|
|
2018
Q1 | $807K | Buy |
29,965
+6,799
| +29% | +$189K | 0.08% | 95 |
|
|
2017
Q4 | $680K | Sell |
23,166
-23,353
| -50% | -$638K | 0.07% | 94 |
|
|
2017
Q3 | $1.38M | Sell |
46,519
-835
| -2% | -$23.7K | 0.15% | 79 |
|
|
2017
Q2 | $1.35M | Buy |
47,354
+1,832
| +4% | +$54K | 0.15% | 80 |
|
|
2017
Q1 | $1.43M | Sell |
45,522
-2,951
| -6% | -$92.9K | 0.16% | 78 |
|
|
2016
Q4 | $1.56M | Buy |
48,473
+4,263
| +10% | +$126K | 0.18% | 69 |
|
|
2016
Q3 | $1.36M | Buy |
44,210
+5,013
| +13% | +$158K | 0.17% | 72 |
|
|
2016
Q2 | $1.28M | Buy |
39,197
+6,635
| +20% | +$197K | 0.18% | 67 |
|
|
2016
Q1 | $963K | Buy |
32,562
+1,586
| +5% | +$43.9K | 0.15% | 70 |
|
|
2015
Q4 | $805K | Buy |
30,976
+572
| +2% | +$14.5K | 0.14% | 84 |
|
|
2015
Q3 | $748K | Buy |
30,404
+7,740
| +34% | +$197K | 0.14% | 88 |
|
|
2015
Q2 | $608K | Buy |
22,664
+1,190
| +6% | +$30.8K | 0.12% | 94 |
|
|
2015
Q1 | $530K | Buy |
21,474
+61
| +0.3% | +$1.55K | 0.12% | 79 |
|
|
2014
Q4 | $543K | Buy |
21,413
+5,150
| +32% | +$134K | 0.12% | 72 |
|
|
2014
Q3 | $433K | Sell |
16,263
-348
| -2% | -$9.26K | 0.09% | 70 |
|
|
2014
Q2 | $444K | Sell |
16,611
-565
| -3% | -$15.1K | 0.09% | 73 |
|
|
2014
Q1 | $455K | Sell |
17,176
-887
| -5% | -$22.3K | 0.1% | 72 |
|
|
2013
Q4 | $480K | Buy |
18,063
+1,835
| +11% | +$48.3K | 0.12% | 68 |
|
|
2013
Q3 | $415K | Buy |
+16,228
| New | +$426K | 0.11% | 68 |
|
Other funds holding T
CLA (CliftonLarsonAllen) Wealth Advisors's T Position: Q2 2026 in Review
CLA (CliftonLarsonAllen) Wealth Advisors increased its AT&T (T) stake by 14% in Q2 2026, buying an estimated $144K and bringing the position to 47,881 shares worth $991K. The position accounts for 0.01% of the portfolio, ranked #195.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in T in Q3 2013 and has held it in 47 quarters since. The position peaked at $1.56M in Q4 2016. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.
- CLA (CliftonLarsonAllen) Wealth Advisors held 47,881 shares of AT&T worth $991K as of Q2 2026.
- CLA (CliftonLarsonAllen) Wealth Advisors bought 5,805 AT&T shares in Q2 2026, an estimated $144K.
- AT&T made up 0.01% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #195 holding.
- CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in AT&T in Q3 2013 and has held it in 47 quarters since.
- CLA (CliftonLarsonAllen) Wealth Advisors's AT&T position peaked at $1.56M in Q4 2016.
- 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.
Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.