CBA
Coastal Bridge Advisors’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Buy |
+51,467
| New | +$1.49M | 0.12% | 166 |
|
|
2025
Q1 | – | Sell |
-28,576
| Closed | -$651K | – | 381 |
|
|
2024
Q4 | $651K | Buy |
28,576
+99
| +0.3% | +$2.25K | 0.16% | 78 |
|
|
2024
Q3 | $626K | Buy |
28,477
+114
| +0.4% | +$2.51K | 0.16% | 84 |
|
|
2024
Q2 | $542K | Buy |
28,363
+125
| +0.4% | +$2.39K | 0.13% | 92 |
|
|
2024
Q1 | $497K | Sell |
28,238
-2,834
| -9% | -$49.9K | 0.11% | 97 |
|
|
2023
Q4 | $521K | Buy |
31,072
+136
| +0.4% | +$2.28K | 0.13% | 98 |
|
|
2023
Q3 | $465K | Buy |
30,936
+3,093
| +11% | +$46.5K | 0.12% | 97 |
|
|
2023
Q2 | $444K | Buy |
27,843
+34
| +0.1% | +$542 | 0.11% | 97 |
|
|
2023
Q1 | $535K | Sell |
27,809
-16
| -0.1% | -$308 | 0.14% | 88 |
|
|
2022
Q4 | $512K | Buy |
27,825
+83
| +0.3% | +$1.53K | 0.15% | 86 |
|
|
2022
Q3 | $426K | Buy |
27,742
+104
| +0.4% | +$1.6K | 0.11% | 92 |
|
|
2022
Q2 | $579K | Sell |
27,638
-9,535
| -26% | -$200K | 0.18% | 76 |
|
|
2022
Q1 | $878K | Buy |
37,173
+15,161
| +69% | +$358K | 0.2% | 61 |
|
|
2021
Q4 | $541K | Buy |
22,012
+248
| +1% | +$6.1K | 0.11% | 102 |
|
|
2021
Q3 | $588K | Buy |
21,764
+117
| +0.5% | +$3.16K | 0.14% | 77 |
|
|
2021
Q2 | $623K | Buy |
21,647
+448
| +2% | +$12.9K | 0.13% | 77 |
|
|
2021
Q1 | $642K | Buy |
21,199
+104
| +0.5% | +$3.15K | 0.12% | 70 |
|
|
2020
Q4 | $607K | Sell |
21,095
-11,244
| -35% | -$324K | 0.12% | 68 |
|
|
2020
Q3 | $922K | Buy |
32,339
+370
| +1% | +$10.5K | 0.28% | 49 |
|
|
2020
Q2 | $966K | Sell |
31,969
-1,130
| -3% | -$34.1K | 0.31% | 48 |
|
|
2020
Q1 | $965K | Buy |
33,099
+82
| +0.2% | +$2.39K | 0.35% | 45 |
|
|
2019
Q4 | $1.29M | Sell |
33,017
-267
| -0.8% | -$10.4K | 0.33% | 40 |
|
|
2019
Q3 | $1.26M | Buy |
33,284
+83
| +0.2% | +$3.14K | 0.43% | 38 |
|
|
2019
Q2 | $1.11M | Buy |
33,201
+9
| +0% | +$302 | 0.33% | 43 |
|
|
2019
Q1 | $1.04M | Buy |
33,192
+92
| +0.3% | +$2.89K | 0.36% | 41 |
|
|
2018
Q4 | $945K | Buy |
33,100
+390
| +1% | +$11.1K | 0.37% | 44 |
|
|
2018
Q3 | $1.1M | Buy |
32,710
+406
| +1% | +$13.6K | 0.42% | 37 |
|
|
2018
Q2 | $1.04M | Buy |
32,304
+77
| +0.2% | +$2.47K | 0.42% | 38 |
|
|
2018
Q1 | $1.15M | Buy |
32,227
+1,248
| +4% | +$44.5K | 0.42% | 33 |
|
|
2017
Q4 | $1.19M | Buy |
30,979
+114
| +0.4% | +$4.39K | 0.38% | 31 |
|
|
2017
Q3 | $1.21M | Buy |
30,865
+63
| +0.2% | +$2.47K | 0.4% | 29 |
|
|
2017
Q2 | $1.16M | Buy |
30,802
+60
| +0.2% | +$2.26K | 0.39% | 25 |
|
|
2017
Q1 | $1.28M | Buy |
30,742
+56
| +0.2% | +$2.33K | 0.44% | 23 |
|
|
2016
Q4 | $1.31M | Buy |
30,686
+63
| +0.2% | +$2.68K | 0.51% | 21 |
|
|
2016
Q3 | $1.24M | Buy |
30,623
+53
| +0.2% | +$2.15K | 0.61% | 13 |
|
|
2016
Q2 | $1.32M | Buy |
30,570
+59
| +0.2% | +$2.55K | 0.69% | 14 |
|
|
2016
Q1 | $1.2M | Buy |
30,511
+63
| +0.2% | +$2.47K | 0.83% | 16 |
|
|
2015
Q4 | $1.05M | Buy |
+30,448
| New | +$1.05M | 0.58% | 16 |
|