Cornerstone Advisory’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
$333K Buy
11,514
+210
+2% +$6.08K 0.04% 174
2025
Q1
$318K Buy
11,304
+1
+0% +$28 0.04% 173
2024
Q4
$292K Buy
11,303
+288
+3% +$7.45K 0.03% 189
2024
Q3
$242K Buy
+11,015
New +$242K 0.03% 198
2024
Q2
Sell
-18,438
Closed -$325K 228
2024
Q1
$325K Buy
18,438
+461
+3% +$8.11K 0.05% 175
2023
Q4
$302K Sell
17,977
-556
-3% -$9.33K 0.05% 176
2023
Q3
$278K Buy
18,533
+447
+2% +$6.71K 0.05% 182
2023
Q2
$288K Sell
18,086
-1,715
-9% -$27.4K 0.05% 180
2023
Q1
$381K Buy
19,801
+437
+2% +$8.41K 0.07% 149
2022
Q4
$356K Buy
19,364
+349
+2% +$6.43K 0.07% 149
2022
Q3
$292K Sell
19,015
-1,805
-9% -$27.7K 0.07% 155
2022
Q2
$436K Sell
20,820
-33,060
-61% -$692K 0.1% 123
2022
Q1
$962K Buy
53,880
+590
+1% +$10.5K 0.15% 111
2021
Q4
$990K Sell
53,290
-39,134
-42% -$727K 0.14% 107
2021
Q3
$1.89M Sell
92,424
-23,973
-21% -$489K 0.31% 53
2021
Q2
$2.53M Buy
116,397
+18,485
+19% +$402K 0.43% 45
2021
Q1
$2.24M Buy
97,912
+1,392
+1% +$31.8K 0.42% 46
2020
Q4
$2.1M Sell
96,520
-9,645
-9% -$210K 0.42% 51
2020
Q3
$2.29M Buy
106,165
+58,294
+122% +$1.26M 0.53% 45
2020
Q2
$1.09M Buy
47,871
+3,991
+9% +$91.1K 0.29% 66
2020
Q1
$966K Buy
43,880
+6,351
+17% +$140K 0.29% 65
2019
Q4
$1.11M Sell
37,529
-21
-0.1% -$620 0.23% 75
2019
Q3
$1.07M Buy
37,550
+11,570
+45% +$331K 0.23% 70
2019
Q2
$658K Buy
25,980
+9,366
+56% +$237K 0.14% 92
2019
Q1
$394K Sell
16,614
-107
-0.6% -$2.54K 0.09% 119
2018
Q4
$360K Sell
16,721
-1,634
-9% -$35.2K 0.09% 113
2018
Q3
$466K Sell
18,355
-5,448
-23% -$138K 0.14% 98
2018
Q2
$577K Buy
23,803
+4,261
+22% +$103K 0.19% 80
2018
Q1
$526K Sell
19,542
-6,779
-26% -$182K 0.19% 86
2017
Q4
$773K Buy
26,321
+4,319
+20% +$127K 0.26% 71
2017
Q3
$651K Buy
22,002
+3,906
+22% +$116K 0.22% 74
2017
Q2
$516K Sell
18,096
-1,338
-7% -$38.2K 0.17% 89
2017
Q1
$610K Buy
19,434
+1,576
+9% +$49.5K 0.31% 53
2016
Q4
$574K Buy
17,858
+126
+0.7% +$4.05K 0.43% 40
2016
Q3
$544K Buy
17,732
+3,680
+26% +$113K 0.45% 38
2016
Q2
$459K Sell
14,052
-106
-0.7% -$3.46K 0.39% 43
2016
Q1
$419K Sell
14,158
-292
-2% -$8.64K 0.36% 44
2015
Q4
$376K Buy
+14,450
New +$376K 0.32% 49