EFS
Essex Financial Services’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.53M | Buy |
122,098
+38,826
| +47% | +$1.12M | 0.23% | 91 |
|
|
2025
Q1 | $2.35M | Sell |
83,272
-12,371
| -13% | -$350K | 0.17% | 123 |
|
|
2024
Q4 | $2.18M | Buy |
95,643
+8,837
| +10% | +$201K | 0.15% | 129 |
|
|
2024
Q3 | $1.87M | Sell |
86,806
-17,634
| -17% | -$379K | 0.13% | 144 |
|
|
2024
Q2 | $2.03M | Buy |
104,440
+24,669
| +31% | +$479K | 0.15% | 132 |
|
|
2024
Q1 | $1.4M | Buy |
79,771
+4,413
| +6% | +$77.7K | 0.13% | 160 |
|
|
2023
Q4 | $1.26M | Sell |
75,358
-18,260
| -20% | -$306K | 0.13% | 154 |
|
|
2023
Q3 | $1.41M | Sell |
93,618
-1,354
| -1% | -$20.3K | 0.16% | 132 |
|
|
2023
Q2 | $1.51M | Sell |
94,972
-265
| -0.3% | -$4.23K | 0.17% | 125 |
|
|
2023
Q1 | $1.83M | Sell |
95,237
-5,629
| -6% | -$108K | 0.19% | 114 |
|
|
2022
Q4 | $1.86M | Buy |
100,866
+11,144
| +12% | +$205K | 0.2% | 109 |
|
|
2022
Q3 | $1.38M | Sell |
89,722
-7,776
| -8% | -$119K | 0.16% | 128 |
|
|
2022
Q2 | $2.04M | Sell |
97,498
-2,455
| -2% | -$51.5K | 0.23% | 104 |
|
|
2022
Q1 | $2.36M | Sell |
99,953
-4,664
| -4% | -$110K | 0.23% | 103 |
|
|
2021
Q4 | $2.57M | Sell |
104,617
-11,098
| -10% | -$273K | 0.25% | 89 |
|
|
2021
Q3 | $3.13M | Sell |
115,715
-4,043
| -3% | -$109K | 0.36% | 65 |
|
|
2021
Q2 | $3.63M | Hold |
119,758
| – | – | 0.53% | 43 |
|
|
2021
Q1 | $3.63M | Sell |
119,758
-7,974
| -6% | -$241K | 0.65% | 40 |
|
|
2020
Q4 | $3.67M | Sell |
127,732
-20,883
| -14% | -$601K | 0.73% | 33 |
|
|
2020
Q3 | $4.23M | Buy |
148,615
+10,619
| +8% | +$302K | 1.04% | 16 |
|
|
2020
Q2 | $4.17M | Sell |
137,996
-8,184
| -6% | -$247K | 1.29% | 13 |
|
|
2020
Q1 | $4.26M | Buy |
146,180
+12,113
| +9% | +$353K | 1.52% | 12 |
|
|
2019
Q4 | $5.24M | Buy |
134,067
+431
| +0.3% | +$16.8K | 1.45% | 12 |
|
|
2019
Q3 | $5.06M | Sell |
133,636
-12,953
| -9% | -$490K | 1.63% | 9 |
|
|
2019
Q2 | $4.91M | Sell |
146,589
-4,540
| -3% | -$152K | 1.45% | 14 |
|
|
2019
Q1 | $4.74M | Sell |
151,129
-4,489
| -3% | -$141K | 1.43% | 14 |
|
|
2018
Q4 | $4.44M | Sell |
155,618
-10,349
| -6% | -$295K | 1.36% | 18 |
|
|
2018
Q3 | $5.57M | Buy |
165,967
+3,404
| +2% | +$114K | 1.23% | 20 |
|
|
2018
Q2 | $5.22M | Sell |
162,563
-4,118
| -2% | -$132K | 1.26% | 23 |
|
|
2018
Q1 | $5.94M | Buy |
166,681
+12,843
| +8% | +$458K | 1.17% | 21 |
|
|
2017
Q4 | $5.98M | Sell |
153,838
-7,576
| -5% | -$295K | 1.42% | 17 |
|
|
2017
Q3 | $6.32M | Buy |
161,414
+2,979
| +2% | +$117K | 1.55% | 12 |
|
|
2017
Q2 | $5.98M | Buy |
158,435
+459
| +0.3% | +$17.3K | 1.26% | 13 |
|
|
2017
Q1 | $6.56M | Sell |
157,976
-3,422
| -2% | -$142K | 1.51% | 10 |
|
|
2016
Q4 | $6.86M | Sell |
161,398
-1,879
| -1% | -$79.9K | 1.47% | 11 |
|
|
2016
Q3 | $6.62M | Buy |
163,277
+1,528
| +0.9% | +$62K | 1.58% | 10 |
|
|
2016
Q2 | $6.99M | Buy |
161,749
+19,167
| +13% | +$828K | 1.69% | 10 |
|
|
2016
Q1 | $5.59M | Sell |
142,582
-9,476
| -6% | -$371K | 1.38% | 13 |
|
|
2015
Q4 | $5.23M | Buy |
152,058
+4,254
| +3% | +$146K | 1.26% | 13 |
|
|
2015
Q3 | $4.82M | Buy |
147,804
+2,318
| +2% | +$75.5K | 1.25% | 13 |
|
|
2015
Q2 | $5.17M | Sell |
145,486
-11,825
| -8% | -$420K | 1.33% | 9 |
|
|
2015
Q1 | $5.14M | Buy |
157,311
+2,188
| +1% | +$71.4K | 1.32% | 10 |
|
|
2014
Q4 | $5.21M | Buy |
155,123
+22,553
| +17% | +$758K | 1.36% | 11 |
|
|
2014
Q3 | $4.67M | Buy |
132,570
+6,245
| +5% | +$220K | 1.4% | 11 |
|
|
2014
Q2 | $4.47M | Buy |
126,325
+5,743
| +5% | +$203K | 1.34% | 11 |
|
|
2014
Q1 | $4.23M | Sell |
120,582
-6,277
| -5% | -$220K | 1.38% | 11 |
|
|
2013
Q4 | $4.46M | Sell |
126,859
-257
| -0.2% | -$9.04K | 1.51% | 12 |
|
|
2013
Q3 | $4.3K | Sell |
127,116
-6,666
| -5% | -$225 | 1.35% | 13 |
|
|
2013
Q2 | $4.74M | Buy |
+133,782
| New | +$4.74M | 1.66% | 10 |
|