Donaldson Capital Management’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 | $979K | Buy |
33,822
+1,950
| +6% | +$56.4K | 0.04% | 141 |
|
|
2025
Q1 | $901K | Buy |
31,872
+15,448
| +94% | +$437K | 0.03% | 138 |
|
|
2024
Q4 | $374K | Buy |
16,424
+2,011
| +14% | +$45.8K | 0.01% | 182 |
|
|
2024
Q3 | $317K | Sell |
14,413
-3,347
| -19% | -$73.6K | 0.01% | 190 |
|
|
2024
Q2 | $339K | Buy |
17,760
+764
| +4% | +$14.6K | 0.01% | 182 |
|
|
2024
Q1 | $299K | Sell |
16,996
-2,032
| -11% | -$35.8K | 0.01% | 185 |
|
|
2023
Q4 | $319K | Sell |
19,028
-24,175
| -56% | -$406K | 0.01% | 186 |
|
|
2023
Q3 | $649K | Sell |
43,203
-767,488
| -95% | -$11.5M | 0.03% | 146 |
|
|
2023
Q2 | $12.9M | Buy |
810,691
+23,816
| +3% | +$380K | 0.59% | 36 |
|
|
2023
Q1 | $15.1M | Buy |
786,875
+51,558
| +7% | +$992K | 0.72% | 35 |
|
|
2022
Q4 | $13.5M | Buy |
735,317
+6,648
| +0.9% | +$122K | 0.66% | 35 |
|
|
2022
Q3 | $11.2M | Buy |
728,669
+49,729
| +7% | +$763K | 0.61% | 38 |
|
|
2022
Q2 | $14.2M | Sell |
678,940
-180,213
| -21% | -$3.78M | 0.73% | 35 |
|
|
2022
Q1 | $15.3M | Buy |
859,153
+67,851
| +9% | +$1.21M | 0.7% | 37 |
|
|
2021
Q4 | $14.7M | Sell |
791,302
-51,362
| -6% | -$954K | 0.65% | 37 |
|
|
2021
Q3 | $17.2M | Buy |
842,664
+20,678
| +3% | +$422K | 0.87% | 35 |
|
|
2021
Q2 | $17.9M | Buy |
821,986
+23,830
| +3% | +$518K | 0.91% | 34 |
|
|
2021
Q1 | $18.2M | Buy |
798,156
+31,939
| +4% | +$730K | 1% | 33 |
|
|
2020
Q4 | $16.6M | Buy |
766,217
+23,719
| +3% | +$515K | 0.98% | 30 |
|
|
2020
Q3 | $16M | Sell |
742,498
-17,093
| -2% | -$368K | 1.08% | 29 |
|
|
2020
Q2 | $17.3M | Buy |
759,591
+8,160
| +1% | +$186K | 1.26% | 29 |
|
|
2020
Q1 | $16.5M | Sell |
751,431
-15,368
| -2% | -$338K | 1.44% | 27 |
|
|
2019
Q4 | $22.6M | Buy |
766,799
+20,100
| +3% | +$593K | 1.53% | 30 |
|
|
2019
Q3 | $21.3M | Buy |
+746,699
| New | +$21.3M | 1.58% | 30 |
|