Concourse Financial Group Securities’s AT&T T Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-99,322
Closed -$2.24M 7455
2024
Q4
$2.24M Buy
99,322
+1,055
+1% +$23.8K 0.13% 169
2024
Q3
$2.16M Sell
98,267
-7,156
-7% -$157K 0.13% 171
2024
Q2
$2.01M Sell
105,423
-3,412
-3% -$65.2K 0.13% 166
2024
Q1
$1.92M Sell
108,835
-1,375
-1% -$24.2K 0.12% 171
2023
Q4
$1.85M Buy
110,210
+846
+0.8% +$14.2K 0.13% 164
2023
Q3
$1.64M Buy
109,364
+10,840
+11% +$163K 0.13% 174
2023
Q2
$1.57M Buy
98,524
+4,367
+5% +$69.7K 0.12% 180
2023
Q1
$1.81M Buy
94,157
+3,840
+4% +$73.9K 0.14% 155
2022
Q4
$1.66M Buy
+90,317
New +$1.66M 0.13% 168
2022
Q3
Sell
-68,592
Closed -$1.44M 6989
2022
Q2
$1.44M Sell
68,592
-11,579
-14% -$243K 0.12% 180
2022
Q1
$1.43M Sell
80,171
-43,619
-35% -$779K 0.11% 197
2021
Q4
$2.3M Sell
123,790
-14,224
-10% -$264K 0.13% 148
2021
Q3
$2.82M Sell
138,014
-14,257
-9% -$291K 0.17% 122
2021
Q2
$3.31M Buy
152,271
+9,934
+7% +$216K 0.21% 105
2021
Q1
$3.25M Sell
142,337
-12,470
-8% -$285K 0.23% 96
2020
Q4
$3.36M Buy
154,807
+15,770
+11% +$343K 0.25% 85
2020
Q3
$2.99M Sell
139,037
-6,171
-4% -$133K 0.26% 84
2020
Q2
$3.32M Sell
145,208
-3,063
-2% -$69.9K 0.32% 65
2020
Q1
$3.26M Buy
148,271
+10,184
+7% +$224K 0.36% 60
2019
Q4
$4.08M Buy
138,087
+96,400
+231% +$2.85M 0.4% 54
2019
Q3
$1.19M Sell
41,687
-99,119
-70% -$2.83M 0.3% 64
2019
Q2
$3.56M Buy
140,806
+2,185
+2% +$55.3K 0.36% 53
2019
Q1
$3.28M Buy
138,621
+10,913
+9% +$258K 0.34% 53
2018
Q4
$2.75M Buy
127,708
+106,615
+505% +$2.3M 0.33% 62
2018
Q3
$535K Buy
+21,093
New +$535K 0.15% 145