Clifford Swan Investment Counsel’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 | $5.79M | Sell |
199,989
-72,484
| -27% | -$2.1M | 0.2% | 104 |
|
|
2025
Q1 | $7.71M | Sell |
272,473
-2,846
| -1% | -$80.5K | 0.28% | 88 |
|
|
2024
Q4 | $6.27M | Sell |
275,319
-4,621
| -2% | -$105K | 0.23% | 96 |
|
|
2024
Q3 | $6.16M | Sell |
279,940
-4,175
| -1% | -$91.9K | 0.22% | 101 |
|
|
2024
Q2 | $5.43M | Sell |
284,115
-2,390
| -0.8% | -$45.7K | 0.2% | 105 |
|
|
2024
Q1 | $5.04M | Sell |
286,505
-22,014
| -7% | -$387K | 0.19% | 110 |
|
|
2023
Q4 | $5.18M | Sell |
308,519
-24,834
| -7% | -$417K | 0.2% | 106 |
|
|
2023
Q3 | $5.01M | Sell |
333,353
-3,417
| -1% | -$51.3K | 0.21% | 104 |
|
|
2023
Q2 | $5.37M | Sell |
336,770
-68,051
| -17% | -$1.09M | 0.22% | 105 |
|
|
2023
Q1 | $7.79M | Sell |
404,821
-2,446
| -0.6% | -$47.1K | 0.33% | 89 |
|
|
2022
Q4 | $7.5M | Sell |
407,267
-31,721
| -7% | -$584K | 0.33% | 89 |
|
|
2022
Q3 | $6.73M | Sell |
438,988
-27,309
| -6% | -$419K | 0.32% | 88 |
|
|
2022
Q2 | $9.77M | Sell |
466,297
-11,237
| -2% | -$236K | 0.42% | 70 |
|
|
2022
Q1 | $8.52M | Buy |
477,534
+79,795
| +20% | +$1.42M | 0.32% | 85 |
|
|
2021
Q4 | $7.39M | Sell |
397,739
-30,521
| -7% | -$567K | 0.26% | 96 |
|
|
2021
Q3 | $8.21M | Buy |
428,260
+91,334
| +27% | +$1.75M | 0.3% | 91 |
|
|
2021
Q2 | $7.09M | Buy |
336,926
+68,560
| +26% | +$1.44M | 0.27% | 95 |
|
|
2021
Q1 | $6.14M | Buy |
268,366
+20,804
| +8% | +$476K | 0.25% | 98 |
|
|
2020
Q4 | $5.38M | Sell |
247,562
-10,103
| -4% | -$219K | 0.23% | 101 |
|
|
2020
Q3 | $5.55M | Buy |
257,665
+9,226
| +4% | +$199K | 0.27% | 93 |
|
|
2020
Q2 | $5.67M | Sell |
248,439
-2,609
| -1% | -$59.6K | 0.29% | 89 |
|
|
2020
Q1 | $5.53M | Sell |
251,048
-22,304
| -8% | -$491K | 0.34% | 88 |
|
|
2019
Q4 | $8.07M | Sell |
273,352
-12,398
| -4% | -$366K | 0.39% | 80 |
|
|
2019
Q3 | $8.17M | Sell |
285,750
-34,500
| -11% | -$986K | 0.42% | 74 |
|
|
2019
Q2 | $8.11M | Sell |
320,250
-1,985
| -0.6% | -$50.2K | 0.43% | 72 |
|
|
2019
Q1 | $7.63M | Buy |
322,235
+7,357
| +2% | +$174K | 0.41% | 75 |
|
|
2018
Q4 | $6.79M | Sell |
314,878
-7,585
| -2% | -$163K | 0.41% | 77 |
|
|
2018
Q3 | $8.18M | Buy |
322,463
+2,652
| +0.8% | +$67.3K | 0.43% | 78 |
|
|
2018
Q2 | $7.76M | Buy |
319,811
+54,405
| +20% | +$1.32M | 0.43% | 78 |
|
|
2018
Q1 | $7.15M | Sell |
265,406
-5,250
| -2% | -$141K | 0.4% | 79 |
|
|
2017
Q4 | $7.95M | Buy |
270,656
+39,079
| +17% | +$1.15M | 0.43% | 79 |
|
|
2017
Q3 | $6.85M | Buy |
231,577
+6,881
| +3% | +$204K | 0.41% | 80 |
|
|
2017
Q2 | $6.4M | Sell |
224,696
-1,716
| -0.8% | -$48.9K | 0.4% | 83 |
|
|
2017
Q1 | $7.11M | Buy |
226,412
+8,701
| +4% | +$273K | 0.45% | 69 |
|
|
2016
Q4 | $6.99M | Buy |
217,711
+657
| +0.3% | +$21.1K | 0.47% | 68 |
|
|
2016
Q3 | $6.66M | Sell |
217,054
-7,470
| -3% | -$229K | 0.45% | 71 |
|
|
2016
Q2 | $7.33M | Sell |
224,524
-13,424
| -6% | -$438K | 0.51% | 65 |
|
|
2016
Q1 | $7.04M | Sell |
237,948
-8,892
| -4% | -$263K | 0.48% | 69 |
|
|
2015
Q4 | $6.42M | Sell |
246,840
-3,973
| -2% | -$103K | 0.44% | 70 |
|
|
2015
Q3 | $6.17M | Sell |
250,813
-8,863
| -3% | -$218K | 0.44% | 70 |
|
|
2015
Q2 | $6.97M | Buy |
259,676
+1,142
| +0.4% | +$30.6K | 0.47% | 64 |
|
|
2015
Q1 | $6.38M | Buy |
258,534
+3,287
| +1% | +$81.1K | 0.42% | 66 |
|
|
2014
Q4 | $6.48M | Sell |
255,247
-391
| -0.2% | -$9.92K | 0.43% | 63 |
|
|
2014
Q3 | $6.8M | Buy |
255,638
+736
| +0.3% | +$19.6K | 0.46% | 65 |
|
|
2014
Q2 | $6.81M | Sell |
254,902
-2,627
| -1% | -$70.2K | 0.46% | 60 |
|
|
2014
Q1 | $6.82M | Buy |
257,529
+11,654
| +5% | +$309K | 0.48% | 58 |
|
|
2013
Q4 | $6.53M | Sell |
245,875
-3,038
| -1% | -$80.7K | 0.47% | 60 |
|
|
2013
Q3 | $6.36M | Sell |
248,913
-4,313
| -2% | -$110K | 0.51% | 58 |
|
|
2013
Q2 | $6.77M | Buy |
+253,226
| New | +$6.77M | 0.57% | 53 |
|