Delta Financial Advisors’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
$934K Buy
32,276
+2,919
+10% +$84.5K 0.33% 72
2025
Q1
$830K Sell
29,357
-891
-3% -$25.2K 0.31% 75
2024
Q4
$689K Sell
30,248
-361
-1% -$8.22K 0.26% 81
2024
Q3
$673K Buy
30,609
+6,681
+28% +$147K 0.24% 84
2024
Q2
$457K Buy
23,928
+353
+1% +$6.75K 0.18% 88
2024
Q1
$415K Buy
23,575
+1,101
+5% +$19.4K 0.16% 91
2023
Q4
$377K Sell
22,474
-3,831
-15% -$64.3K 0.16% 95
2023
Q3
$395K Sell
26,305
-2
-0% -$30 0.18% 98
2023
Q2
$420K Buy
26,307
+1,813
+7% +$28.9K 0.19% 96
2023
Q1
$472K Sell
24,494
-331
-1% -$6.37K 0.23% 88
2022
Q4
$457K Buy
24,825
+27
+0.1% +$497 0.22% 87
2022
Q3
$380K Buy
24,798
+1,778
+8% +$27.2K 0.2% 93
2022
Q2
$482K Sell
23,020
-7,721
-25% -$162K 0.24% 89
2022
Q1
$549K Buy
30,741
+1,850
+6% +$33K 0.23% 90
2021
Q4
$537K Sell
28,891
-37,856
-57% -$704K 0.22% 93
2021
Q3
$1.36M Sell
66,747
-466
-0.7% -$9.51K 0.61% 65
2021
Q2
$1.46M Buy
67,213
+662
+1% +$14.4K 0.64% 61
2021
Q1
$1.52M Sell
66,551
-413
-0.6% -$9.45K 0.71% 55
2020
Q4
$1.46M Sell
66,964
-10,682
-14% -$232K 0.73% 55
2020
Q3
$1.67M Buy
77,646
+2,448
+3% +$52.7K 0.93% 41
2020
Q2
$1.72M Sell
75,198
-1,274
-2% -$29.1K 1.01% 35
2020
Q1
$1.68M Sell
76,472
-11,754
-13% -$259K 1.16% 30
2019
Q4
$2.6M Buy
88,226
+573
+0.7% +$16.9K 1.02% 38
2019
Q3
$2.51M Buy
87,653
+687
+0.8% +$19.6K 1.01% 38
2019
Q2
$2.2M Buy
+86,966
New +$2.2M 0.91% 45