CreativeOne Wealth’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 | $4.18M | Buy |
144,489
+10,183
| +8% | +$295K | 0.11% | 174 |
|
|
2025
Q1 | $3.8M | Buy |
134,306
+2,414
| +2% | +$68.3K | 0.11% | 173 |
|
|
2024
Q4 | $3M | Sell |
131,892
-16,848
| -11% | -$384K | 0.09% | 204 |
|
|
2024
Q3 | $3.27M | Buy |
148,740
+38,444
| +35% | +$846K | 0.11% | 172 |
|
|
2024
Q2 | $2.11M | Sell |
110,296
-34,670
| -24% | -$663K | 0.11% | 189 |
|
|
2024
Q1 | $2.55M | Buy |
144,966
+74,650
| +106% | +$1.31M | 0.1% | 185 |
|
|
2023
Q4 | $1.18M | Buy |
70,316
+756
| +1% | +$12.7K | 0.08% | 226 |
|
|
2023
Q3 | $1.04M | Sell |
69,560
-54,903
| -44% | -$824K | 0.08% | 233 |
|
|
2023
Q2 | $1.99M | Sell |
124,463
-2,753
| -2% | -$43.9K | 0.09% | 213 |
|
|
2023
Q1 | $2.45M | Buy |
127,216
+8,849
| +7% | +$170K | 0.12% | 150 |
|
|
2022
Q4 | $2.18M | Buy |
118,367
+1,985
| +2% | +$36.5K | 0.12% | 149 |
|
|
2022
Q3 | $1.79M | Buy |
116,382
+698
| +0.6% | +$10.7K | 0.11% | 167 |
|
|
2022
Q2 | $2.43M | Sell |
115,684
-61,430
| -35% | -$1.29M | 0.13% | 128 |
|
|
2022
Q1 | $3.16M | Buy |
177,114
+29,631
| +20% | +$529K | 0.16% | 104 |
|
|
2021
Q4 | $2.74M | Sell |
147,483
-17,482
| -11% | -$325K | 0.14% | 129 |
|
|
2021
Q3 | $3.36M | Buy |
164,965
+3,511
| +2% | +$71.4K | 0.2% | 96 |
|
|
2021
Q2 | $3.51M | Buy |
161,454
+46,610
| +41% | +$1.01M | 0.22% | 93 |
|
|
2021
Q1 | $2.63M | Buy |
114,844
+30,440
| +36% | +$696K | 0.2% | 92 |
|
|
2020
Q4 | $1.83M | Buy |
84,404
+49,260
| +140% | +$1.07M | 0.15% | 110 |
|
|
2020
Q3 | $756K | Buy |
35,144
+7,646
| +28% | +$164K | 0.11% | 120 |
|
|
2020
Q2 | $628K | Buy |
27,498
+1,634
| +6% | +$37.3K | 0.1% | 114 |
|
|
2020
Q1 | $570K | Sell |
25,864
-20,886
| -45% | -$460K | 0.11% | 91 |
|
|
2019
Q4 | $1.38M | Buy |
46,750
+929
| +2% | +$27.4K | 0.23% | 59 |
|
|
2019
Q3 | $1.31M | Buy |
45,821
+1,444
| +3% | +$41.3K | 0.25% | 54 |
|
|
2019
Q2 | $1.12M | Buy |
44,377
+8,977
| +25% | +$227K | 0.24% | 56 |
|
|
2019
Q1 | $838K | Buy |
35,400
+22,413
| +173% | +$531K | 0.22% | 47 |
|
|
2018
Q4 | $280K | Buy |
+12,987
| New | +$280K | 0.09% | 85 |
|