Clear Creek Financial Management’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 | $1.63M | Sell |
56,291
-7,426
| -12% | -$215K | 0.16% | 150 |
|
2025
Q1 | $1.8M | Sell |
63,717
-7,992
| -11% | -$226K | 0.19% | 112 |
|
2024
Q4 | $1.63M | Sell |
71,709
-442
| -0.6% | -$10.1K | 0.18% | 118 |
|
2024
Q3 | $1.59M | Sell |
72,151
-1,488
| -2% | -$32.7K | 0.18% | 111 |
|
2024
Q2 | $1.41M | Buy |
73,639
+1,291
| +2% | +$24.7K | 0.17% | 115 |
|
2024
Q1 | $1.27M | Buy |
72,348
+4,858
| +7% | +$85.5K | 0.16% | 120 |
|
2023
Q4 | $1.13M | Sell |
67,490
-8,444
| -11% | -$142K | 0.18% | 102 |
|
2023
Q3 | $1.14M | Buy |
75,934
+9,270
| +14% | +$139K | 0.2% | 93 |
|
2023
Q2 | $1.06M | Sell |
66,664
-2,035
| -3% | -$32.5K | 0.18% | 95 |
|
2023
Q1 | $1.32M | Sell |
68,699
-412
| -0.6% | -$7.93K | 0.25% | 79 |
|
2022
Q4 | $1.27M | Buy |
69,111
+1,585
| +2% | +$29.2K | 0.28% | 78 |
|
2022
Q3 | $1.04M | Buy |
67,526
+6,146
| +10% | +$94.3K | 0.23% | 76 |
|
2022
Q2 | $1.29M | Sell |
61,380
-8,081
| -12% | -$169K | 0.27% | 74 |
|
2022
Q1 | $1.24M | Buy |
69,461
+5,593
| +9% | +$99.8K | 0.19% | 104 |
|
2021
Q4 | $1.19M | Buy |
63,868
+5,539
| +9% | +$103K | 0.18% | 110 |
|
2021
Q3 | $1.19M | Buy |
58,329
+5,243
| +10% | +$107K | 0.19% | 115 |
|
2021
Q2 | $1.15M | Buy |
+53,086
| New | +$1.15M | 0.18% | 120 |
|
2021
Q1 | – | Sell |
-46,633
| Closed | -$1.01M | – | 234 |
|
2020
Q4 | $1.01M | Buy |
+46,633
| New | +$1.01M | 0.2% | 117 |
|
2020
Q3 | – | Sell |
-25,368
| Closed | -$579K | – | 246 |
|
2020
Q2 | $579K | Buy |
25,368
+3,968
| +19% | +$90.6K | 0.15% | 105 |
|
2020
Q1 | $503K | Buy |
21,400
+12,023
| +128% | +$283K | 0.19% | 78 |
|
2019
Q4 | $271K | Buy |
9,377
+591
| +7% | +$17.1K | 0.11% | 103 |
|
2019
Q3 | $263K | Sell |
8,786
-7,258
| -45% | -$217K | 0.13% | 99 |
|
2019
Q2 | $406K | Buy |
+16,044
| New | +$406K | 0.17% | 76 |
|