Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$272K Buy
+11,967
New +$269K 0.01% 274
2024
Q1
Sell
-10,127
Closed -$170K 328
2023
Q4
$170K Sell
10,127
-1,613
-14% -$25.5K 0.01% 295
2023
Q3
$176K Sell
11,740
-1,791
-13% -$26.3K 0.01% 278
2023
Q2
$216K Sell
13,531
-6,503
-32% -$111K 0.01% 295
2023
Q1
$386K Sell
20,034
-13,264
-40% -$253K 0.02% 228
2022
Q4
$613K Sell
33,298
-9,232
-22% -$165K 0.04% 170
2022
Q3
$652K Buy
42,530
+2,234
+6% +$40.6K 0.05% 165
2022
Q2
$845K Sell
40,296
-11,311
-22% -$226K 0.07% 152
2022
Q1
$921K Buy
51,607
+14,429
+39% +$267K 0.06% 154
2021
Q4
$691K Buy
37,178
+14,409
+63% +$269K 0.05% 171
2021
Q3
$464K Sell
22,769
-274
-1% -$5.76K 0.04% 192
2021
Q2
$501K Sell
23,043
-2,526
-10% -$57.5K 0.04% 186
2021
Q1
$585K Sell
25,569
-43,102
-63% -$953K 0.05% 170
2020
Q4
$1.5M Buy
68,671
+34,642
+102% +$747K 0.13% 113
2020
Q3
$733K Sell
34,029
-2,565
-7% -$57.3K 0.07% 132
2020
Q2
$836K Buy
36,594
+2,420
+7% +$55.1K 0.09% 120
2020
Q1
$752K Buy
34,174
+395
+1% +$10.8K 0.09% 123
2019
Q4
$997K Buy
33,779
+1,898
+6% +$54.8K 0.1% 126
2019
Q3
$911K Sell
31,881
-5,963
-16% -$158K 0.09% 127
2019
Q2
$958K Buy
37,844
+8,541
+29% +$205K 0.09% 131
2019
Q1
$694K Buy
29,303
+1,917
+7% +$44.1K 0.07% 150
2018
Q4
$590K Buy
+27,386
New +$638K 0.06% 144

Other funds holding T

Edge Capital Group's T Position: Q4 2024 in Review

Edge Capital Group opened a new position in AT&T (T) in Q4 2024: 11,967 shares worth $272K. The stake represents 0.01% of the portfolio and ranks #274 among its holdings. This is a return to the name: Edge Capital Group previously reported a position in T as recently as Q4 2023.

Edge Capital Group first reported a position in T in Q4 2018 and has held it in 22 quarters since. The position peaked at $1.5M in Q4 2020. 2,676 funds tracked by Wall St. Rank hold T as of Q4 2024.

  • Edge Capital Group held 11,967 shares of AT&T worth $272K as of Q4 2024.
  • AT&T was a new Edge Capital Group position in Q4 2024.
  • AT&T made up 0.01% of Edge Capital Group's portfolio in Q4 2024, its #274 holding.
  • Edge Capital Group first reported a position in AT&T in Q4 2018 and has held it in 22 quarters since.
  • Edge Capital Group's AT&T position peaked at $1.5M in Q4 2020.
  • 2,676 funds tracked by Wall St. Rank held AT&T as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.