DFPG Investments’s AT&T T Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | $1.05M | Sell |
61,029
-10,366
| -15% | -$179K | 0.08% | 224 |
|
2023
Q3 | $1.12M | Sell |
71,395
-26,584
| -27% | -$416K | 0.1% | 192 |
|
2023
Q2 | $1.43M | Buy |
97,979
+303
| +0.3% | +$4.42K | 0.13% | 163 |
|
2023
Q1 | $1.88M | Buy |
97,676
+3,833
| +4% | +$73.8K | 0.2% | 112 |
|
2022
Q4 | $1.82M | Buy |
93,843
+80,408
| +598% | +$1.56M | 0.3% | 91 |
|
2022
Q3 | $230K | Sell |
13,435
-7,440
| -36% | -$127K | 0.1% | 148 |
|
2022
Q2 | $429K | Buy |
+20,875
| New | +$429K | 0.19% | 86 |
|
2022
Q1 | – | Sell |
-10,388
| Closed | -$212K | – | 184 |
|
2021
Q4 | $212K | Buy |
+10,388
| New | +$212K | 0.09% | 163 |
|
2021
Q3 | – | Sell |
-10,517
| Closed | -$225K | – | 188 |
|
2021
Q2 | $225K | Buy |
10,517
+1,057
| +11% | +$22.6K | 0.09% | 153 |
|
2021
Q1 | $219K | Sell |
9,460
-857
| -8% | -$19.8K | 0.09% | 145 |
|
2020
Q4 | $226K | Sell |
10,317
-34,949
| -77% | -$766K | 0.1% | 144 |
|
2020
Q3 | $985K | Buy |
45,266
+4,892
| +12% | +$106K | 0.53% | 54 |
|
2020
Q2 | $925K | Buy |
40,374
+1,288
| +3% | +$29.5K | 0.56% | 51 |
|
2020
Q1 | $888K | Buy |
39,086
+3,322
| +9% | +$75.5K | 0.66% | 41 |
|
2019
Q4 | $1.02M | Buy |
35,764
+143
| +0.4% | +$4.09K | 0.67% | 39 |
|
2019
Q3 | $1.01M | Buy |
35,621
+15,924
| +81% | +$451K | 0.83% | 30 |
|
2019
Q2 | $499K | Buy |
19,697
+1,916
| +11% | +$48.5K | 0.48% | 66 |
|
2019
Q1 | $429K | Buy |
17,781
+4,285
| +32% | +$103K | 0.46% | 74 |
|
2018
Q4 | $291K | Buy |
+13,496
| New | +$291K | 0.39% | 88 |
|