DA
Doliver Advisors’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,198
| Closed | -$232K | – | 174 |
|
|
2025
Q1 | $232K | Buy |
+8,198
| New | +$232K | 0.07% | 151 |
|
|
2024
Q4 | – | Sell |
-12,308
| Closed | -$271K | – | 165 |
|
|
2024
Q3 | $271K | Sell |
12,308
-388
| -3% | -$8.54K | 0.07% | 131 |
|
|
2024
Q2 | $243K | Hold |
12,696
| – | – | 0.07% | 137 |
|
|
2024
Q1 | $223K | Sell |
12,696
-969
| -7% | -$17.1K | 0.06% | 137 |
|
|
2023
Q4 | $229K | Sell |
13,665
-4,226
| -24% | -$70.9K | 0.07% | 134 |
|
|
2023
Q3 | $269K | Hold |
17,891
| – | – | 0.08% | 130 |
|
|
2023
Q2 | $285K | Sell |
17,891
-425
| -2% | -$6.78K | 0.09% | 138 |
|
|
2023
Q1 | $353K | Sell |
18,316
-3,768
| -17% | -$72.5K | 0.11% | 115 |
|
|
2022
Q4 | $407K | Sell |
22,084
-3,701
| -14% | -$68.1K | 0.13% | 91 |
|
|
2022
Q3 | $396K | Sell |
25,785
-940
| -4% | -$14.4K | 0.15% | 89 |
|
|
2022
Q2 | $560K | Buy |
26,725
+170
| +0.6% | +$3.56K | 0.2% | 78 |
|
|
2022
Q1 | $627K | Buy |
26,555
+1,370
| +5% | +$32.3K | 0.2% | 81 |
|
|
2021
Q4 | $606K | Buy |
25,185
+6,650
| +36% | +$160K | 0.19% | 82 |
|
|
2021
Q3 | $501K | Sell |
18,535
-71
| -0.4% | -$1.92K | 0.17% | 96 |
|
|
2021
Q2 | $535K | Buy |
18,606
+4,145
| +29% | +$119K | 0.18% | 85 |
|
|
2021
Q1 | $438K | Buy |
14,461
+1,770
| +14% | +$53.6K | 0.16% | 90 |
|
|
2020
Q4 | $365K | Buy |
12,691
+1,280
| +11% | +$36.8K | 0.16% | 91 |
|
|
2020
Q3 | $325K | Hold |
11,411
| – | – | 0.16% | 106 |
|
|
2020
Q2 | $345K | Buy |
11,411
+1,916
| +20% | +$57.9K | 0.15% | 90 |
|
|
2020
Q1 | $290K | Buy |
9,495
+660
| +7% | +$20.2K | 0.14% | 83 |
|
|
2019
Q4 | $345K | Sell |
8,835
-2,283
| -21% | -$89.1K | 0.14% | 71 |
|
|
2019
Q3 | $421K | Sell |
11,118
-43
| -0.4% | -$1.63K | 0.17% | 60 |
|
|
2019
Q2 | $374K | Buy |
11,161
+1,400
| +14% | +$46.9K | 0.15% | 56 |
|
|
2019
Q1 | $306K | Buy |
9,761
+97
| +1% | +$3.04K | 0.12% | 71 |
|
|
2018
Q4 | $276K | Buy |
9,664
+50
| +0.5% | +$1.43K | 0.14% | 94 |
|
|
2018
Q3 | $323K | Buy |
9,614
+2,270
| +31% | +$76.3K | 0.13% | 94 |
|
|
2018
Q2 | $236K | Buy |
+7,344
| New | +$236K | 0.1% | 169 |
|
|
2018
Q1 | – | Sell |
-5,920
| Closed | -$230K | – | 369 |
|
|
2017
Q4 | $230K | Buy |
+5,920
| New | +$230K | 0.09% | 205 |
|