Evergreen 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 | $3.61M | Buy |
124,797
+12,747
| +11% | +$369K | 0.11% | 193 |
|
|
2025
Q1 | $3.17M | Buy |
112,050
+2,710
| +2% | +$76.6K | 0.11% | 200 |
|
|
2024
Q4 | $2.49M | Buy |
109,340
+542
| +0.5% | +$12.3K | 0.08% | 224 |
|
|
2024
Q3 | $2.39M | Sell |
108,798
-1,019
| -0.9% | -$22.4K | 0.08% | 230 |
|
|
2024
Q2 | $2.1M | Buy |
109,817
+6,810
| +7% | +$130K | 0.08% | 232 |
|
|
2024
Q1 | $1.81M | Buy |
103,007
+4,904
| +5% | +$86.3K | 0.07% | 239 |
|
|
2023
Q4 | $1.65M | Buy |
98,103
+25,160
| +34% | +$422K | 0.07% | 239 |
|
|
2023
Q3 | $1.1M | Sell |
72,943
-7,972
| -10% | -$120K | 0.05% | 276 |
|
|
2023
Q2 | $1.29M | Sell |
80,915
-2,328
| -3% | -$37.1K | 0.05% | 263 |
|
|
2023
Q1 | $1.6M | Buy |
83,243
+6,413
| +8% | +$123K | 0.07% | 236 |
|
|
2022
Q4 | $1.41M | Buy |
76,830
+33,230
| +76% | +$612K | 0.07% | 245 |
|
|
2022
Q3 | $669K | Buy |
43,600
+2,747
| +7% | +$42.2K | 0.04% | 300 |
|
|
2022
Q2 | $857K | Sell |
40,853
-20,565
| -33% | -$431K | 0.04% | 267 |
|
|
2022
Q1 | $1.1M | Buy |
61,418
+5,735
| +10% | +$102K | 0.04% | 273 |
|
|
2021
Q4 | $1.04M | Sell |
55,683
-11,273
| -17% | -$210K | 0.04% | 276 |
|
|
2021
Q3 | $1.37M | Buy |
66,956
+14,690
| +28% | +$300K | 0.06% | 248 |
|
|
2021
Q2 | $1.14M | Sell |
52,266
-1,728
| -3% | -$37.6K | 0.05% | 254 |
|
|
2021
Q1 | $1.23M | Sell |
53,994
-80,796
| -60% | -$1.85M | 0.06% | 238 |
|
|
2020
Q4 | $2.93M | Buy |
134,790
+17,889
| +15% | +$389K | 0.17% | 133 |
|
|
2020
Q3 | $2.52M | Buy |
116,901
+58,466
| +100% | +$1.26M | 0.17% | 129 |
|
|
2020
Q2 | $1.33M | Sell |
58,435
-1,134
| -2% | -$25.9K | 0.1% | 170 |
|
|
2020
Q1 | $1.31M | Sell |
59,569
-8,932
| -13% | -$197K | 0.12% | 144 |
|
|
2019
Q4 | $2.02M | Buy |
68,501
+7,173
| +12% | +$212K | 0.17% | 120 |
|
|
2019
Q3 | $1.75M | Sell |
61,328
-35
| -0.1% | -$1K | 0.16% | 123 |
|
|
2019
Q2 | $1.55M | Buy |
61,363
+6,438
| +12% | +$163K | 0.15% | 124 |
|
|
2019
Q1 | $1.3M | Buy |
54,925
+284
| +0.5% | +$6.73K | 0.13% | 136 |
|
|
2018
Q4 | $1.18M | Sell |
54,641
-525
| -1% | -$11.3K | 0.12% | 142 |
|
|
2018
Q3 | $1.4M | Sell |
55,166
-92,122
| -63% | -$2.34M | 0.12% | 133 |
|
|
2018
Q2 | $3.57M | Sell |
147,288
-6,198
| -4% | -$150K | 0.34% | 70 |
|
|
2018
Q1 | $4.13M | Buy |
153,486
+1,438
| +0.9% | +$38.7K | 0.4% | 64 |
|
|
2017
Q4 | $4.47M | Sell |
152,048
-11,506
| -7% | -$338K | 0.45% | 60 |
|
|
2017
Q3 | $4.84M | Buy |
163,554
+65,557
| +67% | +$1.94M | 0.57% | 51 |
|
|
2017
Q2 | $2.79M | Buy |
97,997
+12,892
| +15% | +$367K | 0.45% | 65 |
|
|
2017
Q1 | $2.67M | Buy |
85,105
+75,679
| +803% | +$2.37M | 0.56% | 53 |
|
|
2016
Q4 | $302K | Buy |
9,426
+959
| +11% | +$30.7K | 0.06% | 103 |
|
|
2016
Q3 | $259K | Hold |
8,467
| – | – | 0.05% | 98 |
|
|
2016
Q2 | $276K | Hold |
8,467
| – | – | 0.06% | 89 |
|
|
2016
Q1 | $250K | Hold |
8,467
| – | – | 0.06% | 82 |
|
|
2015
Q4 | $220K | Sell |
8,467
-119
| -1% | -$3.09K | 0.05% | 86 |
|
|
2015
Q3 | $211K | Buy |
+8,586
| New | +$211K | 0.05% | 83 |
|
|
2015
Q2 | – | Sell |
-8,141
| Closed | -$201K | – | 98 |
|
|
2015
Q1 | $201K | Sell |
8,141
-1,003
| -11% | -$24.8K | 0.04% | 103 |
|
|
2014
Q4 | $243K | Sell |
9,144
-1,496
| -14% | -$39.8K | 0.05% | 95 |
|
|
2014
Q3 | $283K | Buy |
10,640
+265
| +3% | +$7.05K | 0.06% | 91 |
|
|
2014
Q2 | $277K | Sell |
10,375
-544
| -5% | -$14.5K | 0.05% | 90 |
|
|
2014
Q1 | $289K | Sell |
10,919
-265
| -2% | -$7.01K | 0.06% | 83 |
|
|
2013
Q4 | $297K | Sell |
11,184
-2,522
| -18% | -$67K | 0.05% | 91 |
|
|
2013
Q3 | $350K | Hold |
13,706
| – | – | 0.06% | 104 |
|
|
2013
Q2 | $366K | Buy |
+13,706
| New | +$366K | 0.06% | 105 |
|