CAM
Concorde Asset Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $220K | Buy |
+8,301
| New | +$220K | 0.12% | 155 |
|
|
2023
Q1 | – | Sell |
-92,427
| Closed | -$1.7M | – | 138 |
|
|
2022
Q4 | $1.7M | Buy |
+92,427
| New | +$1.7M | 1.51% | 20 |
|
|
2021
Q4 | – | Sell |
-57,812
| Closed | -$1.56M | – | 197 |
|
|
2021
Q3 | $1.56M | Sell |
57,812
-50,004
| -46% | -$1.35M | 0.9% | 27 |
|
|
2021
Q2 | $3.1M | Sell |
107,816
-12,034
| -10% | -$346K | 1.74% | 11 |
|
|
2021
Q1 | $3.63M | Buy |
119,850
+105,537
| +737% | +$3.19M | 2.09% | 5 |
|
|
2020
Q4 | $411K | Buy |
14,313
+1,118
| +8% | +$32.1K | 0.23% | 87 |
|
|
2020
Q3 | $377K | Buy |
13,195
+2,035
| +18% | +$58.1K | 0.22% | 113 |
|
|
2020
Q2 | $338K | Sell |
11,160
-511
| -4% | -$15.5K | 0.28% | 77 |
|
|
2020
Q1 | $339K | Buy |
11,671
+1,978
| +20% | +$57.5K | 0.35% | 64 |
|
|
2019
Q4 | $378K | Sell |
9,693
-4,816
| -33% | -$188K | 0.26% | 90 |
|
|
2019
Q3 | $548K | Sell |
14,509
-9,680
| -40% | -$366K | 0.42% | 70 |
|
|
2019
Q2 | $811K | Sell |
24,189
-2,147
| -8% | -$72K | 0.48% | 65 |
|
|
2019
Q1 | $829K | Buy |
26,336
+649
| +3% | +$20.4K | 0.54% | 57 |
|
|
2018
Q4 | $733K | Buy |
25,687
+3,213
| +14% | +$91.7K | 0.62% | 51 |
|
|
2018
Q3 | $754K | Buy |
22,474
+3,486
| +18% | +$117K | 0.74% | 43 |
|
|
2018
Q2 | $609K | Buy |
18,988
+5,957
| +46% | +$191K | 0.7% | 49 |
|
|
2018
Q1 | $465K | Sell |
13,031
-801
| -6% | -$28.6K | 0.57% | 54 |
|
|
2017
Q4 | $538K | Sell |
13,832
-2,594
| -16% | -$101K | 0.68% | 50 |
|
|
2017
Q3 | $646K | Sell |
16,426
-953
| -5% | -$37.5K | 0.56% | 55 |
|
|
2017
Q2 | $656K | Sell |
17,379
-11,141
| -39% | -$421K | 0.89% | 32 |
|
|
2017
Q1 | $1.19M | Buy |
28,520
+9,932
| +53% | +$413K | 1.96% | 12 |
|
|
2016
Q4 | $823K | Sell |
18,588
-29,297
| -61% | -$1.3M | 1.48% | 14 |
|
|
2016
Q3 | $1.94M | Buy |
47,885
+34,620
| +261% | +$1.4M | 2.45% | 3 |
|
|
2016
Q2 | $573K | Buy |
13,265
+2,475
| +23% | +$107K | 0.57% | 42 |
|
|
2016
Q1 | $442K | Sell |
10,790
-1,807
| -14% | -$74K | 0.51% | 49 |
|
|
2015
Q4 | $436K | Buy |
12,597
+891
| +8% | +$30.8K | 0.49% | 49 |
|
|
2015
Q3 | $382K | Sell |
11,706
-861
| -7% | -$28.1K | 0.65% | 52 |
|
|
2015
Q2 | $434K | Buy |
12,567
+490
| +4% | +$16.9K | 0.55% | 49 |
|
|
2015
Q1 | $395K | Sell |
12,077
-126
| -1% | -$4.12K | 0.45% | 56 |
|
|
2014
Q4 | $411K | Buy |
+12,203
| New | +$411K | 0.52% | 44 |
|