Claro Advisors’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 | $869K | Sell |
30,013
-14,304
| -32% | -$414K | 0.14% | 135 |
|
|
2025
Q1 | $1.25M | Buy |
44,317
+391
| +0.9% | +$11.1K | 0.17% | 117 |
|
|
2024
Q4 | $1M | Sell |
43,926
-5,154
| -11% | -$117K | 0.14% | 138 |
|
|
2024
Q3 | $1.08M | Buy |
49,080
+19,269
| +65% | +$424K | 0.14% | 141 |
|
|
2024
Q2 | $570K | Buy |
29,811
+3,100
| +12% | +$59.2K | 0.09% | 219 |
|
|
2024
Q1 | $470K | Buy |
26,711
+1,474
| +6% | +$25.9K | 0.08% | 247 |
|
|
2023
Q4 | $423K | Sell |
25,237
-1,425
| -5% | -$23.9K | 0.09% | 239 |
|
|
2023
Q3 | $400K | Sell |
26,662
-4,310
| -14% | -$64.7K | 0.1% | 227 |
|
|
2023
Q2 | $494K | Sell |
30,972
-1,553
| -5% | -$24.8K | 0.12% | 195 |
|
|
2023
Q1 | $626K | Buy |
32,525
+1,345
| +4% | +$25.9K | 0.18% | 136 |
|
|
2022
Q4 | $574K | Buy |
31,180
+1,060
| +4% | +$19.5K | 0.19% | 135 |
|
|
2022
Q3 | $631K | Hold |
30,120
| – | – | 0.25% | 101 |
|
|
2022
Q2 | $631K | Sell |
30,120
-6,922
| -19% | -$145K | 0.25% | 101 |
|
|
2022
Q1 | $688K | Hold |
37,042
| – | – | 0.25% | 101 |
|
|
2021
Q4 | $688K | Buy |
37,042
+1,771
| +5% | +$32.9K | 0.25% | 101 |
|
|
2021
Q3 | $720K | Sell |
35,271
-996
| -3% | -$20.3K | 0.3% | 85 |
|
|
2021
Q2 | $788K | Sell |
36,267
-7,009
| -16% | -$152K | 0.35% | 72 |
|
|
2021
Q1 | $989K | Buy |
43,276
+3,299
| +8% | +$75.4K | 0.5% | 51 |
|
|
2020
Q4 | $868K | Sell |
39,977
-1,717
| -4% | -$37.3K | 0.46% | 60 |
|
|
2020
Q3 | $898K | Sell |
41,694
-2,365
| -5% | -$50.9K | 0.57% | 38 |
|
|
2020
Q2 | $1.01M | Sell |
44,059
-39
| -0.1% | -$890 | 0.69% | 28 |
|
|
2020
Q1 | $971K | Sell |
44,098
-100
| -0.2% | -$2.2K | 0.91% | 22 |
|
|
2019
Q4 | $1.31M | Buy |
44,198
+3
| +0% | +$89 | 1% | 25 |
|
|
2019
Q3 | $1.26M | Buy |
44,195
+1,891
| +4% | +$54K | 1.12% | 21 |
|
|
2019
Q2 | $1.07M | Buy |
42,304
+256
| +0.6% | +$6.48K | 0.99% | 28 |
|
|
2019
Q1 | $996K | Buy |
42,048
+10,618
| +34% | +$252K | 0.99% | 27 |
|
|
2018
Q4 | $797K | Buy |
+31,430
| New | +$797K | 0.64% | 30 |
|