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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $564K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $343K | Buy |
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|
2024
Q4 | $235K | Sell |
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|
2024
Q3 | $257K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $231K | Sell |
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|
2023
Q3 | $231K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $308K | Sell |
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|
2022
Q4 | $354K | Sell |
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|
2022
Q3 | $322K | Buy |
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|
2022
Q2 | $414K | Sell |
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|
2022
Q1 | $573K | Buy |
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|
2021
Q4 | $531K | Buy |
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|
2021
Q3 | $452K | Sell |
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|
2021
Q2 | $546K | Buy |
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|
2021
Q1 | $492K | Buy |
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|
2020
Q4 | $463K | Sell |
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|
2020
Q3 | $527K | Sell |
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|
2020
Q2 | $706K | Buy |
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|
2019
Q4 | $978K | Sell |
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|
2019
Q3 | $1.07M | Buy |
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|
2019
Q2 | $452K | Sell |
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|
2019
Q1 | $511K | Sell |
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|
2018
Q4 | $776K | Buy |
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|
2018
Q3 | $831K | Sell |
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|
2018
Q2 | $846K | Buy |
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|
2018
Q1 | $807K | Buy |
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|
2017
Q4 | $680K | Sell |
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|
2017
Q3 | $1.38M | Sell |
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|
2017
Q2 | $1.35M | Buy |
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|
2017
Q1 | $1.43M | Sell |
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|
2016
Q4 | $1.56M | Buy |
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|
2016
Q3 | $1.36M | Buy |
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|
2016
Q2 | $1.28M | Buy |
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|
2016
Q1 | $963K | Buy |
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|
2015
Q4 | $805K | Buy |
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|
2015
Q3 | $748K | Buy |
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|
2015
Q2 | $608K | Buy |
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|
2015
Q1 | $530K | Buy |
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|
2014
Q4 | $543K | Buy |
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|
2014
Q3 | $433K | Sell |
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|
2014
Q2 | $444K | Sell |
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|
2014
Q1 | $455K | Sell |
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|
2013
Q4 | $480K | Buy |
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|
2013
Q3 | $415K | Buy |
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