CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-12,127
| Closed | -$343K | – | 210 |
|
|
2025
Q1 | $343K | Buy |
12,127
+1,792
| +17% | +$50.7K | 0.01% | 180 |
|
|
2024
Q4 | $235K | Sell |
10,335
-1,340
| -11% | -$30.5K | ﹤0.01% | 186 |
|
|
2024
Q3 | $257K | Buy |
+11,675
| New | +$257K | 0.01% | 182 |
|
|
2024
Q1 | – | Sell |
-13,781
| Closed | -$231K | – | 189 |
|
|
2023
Q4 | $231K | Sell |
13,781
-1,610
| -10% | -$27K | 0.01% | 183 |
|
|
2023
Q3 | $231K | Buy |
+15,391
| New | +$231K | 0.01% | 179 |
|
|
2023
Q2 | – | Sell |
-15,977
| Closed | -$308K | – | 181 |
|
|
2023
Q1 | $308K | Sell |
15,977
-3,231
| -17% | -$62.2K | 0.01% | 180 |
|
|
2022
Q4 | $354K | Sell |
19,208
-1,792
| -9% | -$33K | 0.01% | 179 |
|
|
2022
Q3 | $322K | Buy |
21,000
+1,265
| +6% | +$19.4K | 0.04% | 85 |
|
|
2022
Q2 | $414K | Sell |
19,735
-4,524
| -19% | -$94.9K | 0.02% | 168 |
|
|
2022
Q1 | $573K | Buy |
24,259
+2,661
| +12% | +$62.9K | 0.02% | 168 |
|
|
2021
Q4 | $531K | Buy |
21,598
+4,856
| +29% | +$119K | 0.02% | 156 |
|
|
2021
Q3 | $452K | Sell |
16,742
-2,226
| -12% | -$60.1K | 0.02% | 237 |
|
|
2021
Q2 | $546K | Buy |
18,968
+2,717
| +17% | +$78.2K | 0.02% | 217 |
|
|
2021
Q1 | $492K | Buy |
16,251
+145
| +0.9% | +$4.39K | 0.02% | 155 |
|
|
2020
Q4 | $463K | Sell |
16,106
-2,386
| -13% | -$68.6K | 0.02% | 147 |
|
|
2020
Q3 | $527K | Sell |
18,492
-4,849
| -21% | -$138K | 0.03% | 137 |
|
|
2020
Q2 | $706K | Buy |
+23,341
| New | +$706K | 0.04% | 123 |
|
|
2019
Q4 | $978K | Sell |
25,016
-3,213
| -11% | -$126K | 0.08% | 107 |
|
|
2019
Q3 | $1.07M | Buy |
28,229
+14,753
| +109% | +$558K | 0.09% | 95 |
|
|
2019
Q2 | $452K | Sell |
13,476
-2,821
| -17% | -$94.6K | 0.05% | 98 |
|
|
2019
Q1 | $511K | Sell |
16,297
-10,903
| -40% | -$342K | 0.06% | 95 |
|
|
2018
Q4 | $776K | Buy |
27,200
+2,466
| +10% | +$70.4K | 0.08% | 109 |
|
|
2018
Q3 | $831K | Sell |
24,734
-1,602
| -6% | -$53.8K | 0.08% | 92 |
|
|
2018
Q2 | $846K | Buy |
26,336
+3,704
| +16% | +$119K | 0.08% | 91 |
|
|
2018
Q1 | $807K | Buy |
22,632
+5,135
| +29% | +$183K | 0.08% | 95 |
|
|
2017
Q4 | $680K | Sell |
17,497
-17,638
| -50% | -$685K | 0.07% | 94 |
|
|
2017
Q3 | $1.38M | Sell |
35,135
-631
| -2% | -$24.7K | 0.15% | 79 |
|
|
2017
Q2 | $1.35M | Buy |
35,766
+1,384
| +4% | +$52.2K | 0.15% | 80 |
|
|
2017
Q1 | $1.43M | Sell |
34,382
-2,229
| -6% | -$92.6K | 0.16% | 78 |
|
|
2016
Q4 | $1.56M | Buy |
36,611
+3,220
| +10% | +$137K | 0.18% | 69 |
|
|
2016
Q3 | $1.36M | Buy |
33,391
+3,786
| +13% | +$154K | 0.17% | 72 |
|
|
2016
Q2 | $1.28M | Buy |
29,605
+5,011
| +20% | +$216K | 0.18% | 67 |
|
|
2016
Q1 | $963K | Buy |
24,594
+1,198
| +5% | +$46.9K | 0.15% | 70 |
|
|
2015
Q4 | $805K | Buy |
23,396
+432
| +2% | +$14.9K | 0.14% | 84 |
|
|
2015
Q3 | $748K | Buy |
22,964
+5,846
| +34% | +$190K | 0.14% | 88 |
|
|
2015
Q2 | $608K | Buy |
17,118
+899
| +6% | +$31.9K | 0.12% | 94 |
|
|
2015
Q1 | $530K | Buy |
16,219
+46
| +0.3% | +$1.5K | 0.12% | 79 |
|
|
2014
Q4 | $543K | Buy |
16,173
+3,890
| +32% | +$131K | 0.12% | 72 |
|
|
2014
Q3 | $433K | Sell |
12,283
-263
| -2% | -$9.27K | 0.09% | 70 |
|
|
2014
Q2 | $444K | Sell |
12,546
-427
| -3% | -$15.1K | 0.09% | 73 |
|
|
2014
Q1 | $455K | Sell |
12,973
-670
| -5% | -$23.5K | 0.1% | 72 |
|
|
2013
Q4 | $480K | Buy |
13,643
+1,386
| +11% | +$48.8K | 0.12% | 68 |
|
|
2013
Q3 | $415K | Buy |
+12,257
| New | +$415K | 0.11% | 68 |
|