Family 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 | $210K | Sell |
7,243
-253
| -3% | -$7.32K | 0.03% | 170 |
|
|
2025
Q1 | $212K | Buy |
+7,496
| New | +$212K | 0.03% | 160 |
|
|
2024
Q4 | – | Sell |
-9,682
| Closed | -$213K | – | 214 |
|
|
2024
Q3 | $213K | Buy |
+9,682
| New | +$213K | 0.04% | 154 |
|
|
2024
Q2 | – | Sell |
-13,899
| Closed | -$245K | – | 196 |
|
|
2024
Q1 | $245K | Buy |
+13,899
| New | +$245K | 0.05% | 130 |
|
|
2021
Q4 | – | Sell |
-13,686
| Closed | -$279K | – | 192 |
|
|
2021
Q3 | $279K | Sell |
13,686
-3,944
| -22% | -$80.4K | 0.08% | 135 |
|
|
2021
Q2 | $383K | Sell |
17,630
-7,960
| -31% | -$173K | 0.1% | 126 |
|
|
2021
Q1 | $585K | Buy |
25,590
+16,327
| +176% | +$373K | 0.18% | 81 |
|
|
2020
Q4 | $201K | Sell |
9,263
-881
| -9% | -$19.1K | 0.07% | 147 |
|
|
2020
Q3 | $218K | Sell |
10,144
-804
| -7% | -$17.3K | 0.1% | 107 |
|
|
2020
Q2 | $250K | Sell |
10,948
-7
| -0.1% | -$160 | 0.1% | 116 |
|
|
2020
Q1 | $241K | Sell |
10,955
-4,842
| -31% | -$107K | 0.12% | 113 |
|
|
2019
Q4 | $466K | Buy |
15,797
+5,833
| +59% | +$172K | 0.16% | 97 |
|
|
2019
Q3 | $285K | Sell |
9,964
-2,806
| -22% | -$80.3K | 0.11% | 107 |
|
|
2019
Q2 | $323K | Buy |
+12,770
| New | +$323K | 0.13% | 99 |
|
|
2018
Q4 | – | Sell |
-12,679
| Closed | -$322K | – | 133 |
|
|
2018
Q3 | $322K | Sell |
12,679
-1,588
| -11% | -$40.3K | 0.19% | 50 |
|
|
2018
Q2 | $346K | Buy |
14,267
+3,810
| +36% | +$92.4K | 0.21% | 54 |
|
|
2018
Q1 | $282K | Hold |
10,457
| – | – | 0.21% | 52 |
|
|
2017
Q4 | $307K | Sell |
10,457
-1,369
| -12% | -$40.2K | 0.21% | 48 |
|
|
2017
Q3 | $350K | Buy |
11,826
+15
| +0.1% | +$444 | 0.24% | 49 |
|
|
2017
Q2 | $337K | Sell |
11,811
-1,360
| -10% | -$38.8K | 0.23% | 44 |
|
|
2017
Q1 | $413K | Buy |
13,171
+4,392
| +50% | +$138K | 0.28% | 41 |
|
|
2016
Q4 | $282K | Sell |
8,779
-6,569
| -43% | -$211K | 0.19% | 50 |
|
|
2016
Q3 | $470K | Hold |
15,348
| – | – | 0.27% | 50 |
|
|
2016
Q2 | $501K | Buy |
15,348
+6,569
| +75% | +$214K | 0.28% | 52 |
|
|
2016
Q1 | $260K | Sell |
8,779
-592
| -6% | -$17.5K | 0.17% | 56 |
|
|
2015
Q4 | $244K | Sell |
9,371
-3,267
| -26% | -$85.1K | 0.13% | 66 |
|
|
2015
Q3 | $311K | Buy |
12,638
+3,616
| +40% | +$89K | 0.14% | 74 |
|
|
2015
Q2 | $242K | Sell |
9,022
-858
| -9% | -$23K | 0.1% | 79 |
|
|
2015
Q1 | $244K | Hold |
9,880
| – | – | 0.11% | 73 |
|
|
2014
Q4 | $251K | Hold |
9,880
| – | – | 0.11% | 76 |
|
|
2014
Q3 | $263K | Hold |
9,880
| – | – | 0.12% | 72 |
|
|
2014
Q2 | $264K | Hold |
9,880
| – | – | 0.13% | 67 |
|
|
2014
Q1 | $262K | Sell |
9,880
-152,931
| -94% | -$4.06M | 0.14% | 61 |
|
|
2013
Q4 | $4.32M | Buy |
162,811
+27,194
| +20% | +$722K | 2.49% | 21 |
|
|
2013
Q3 | $3.46M | Sell |
135,617
-50,974
| -27% | -$1.3M | 2.24% | 23 |
|
|
2013
Q2 | $4.99M | Buy |
+186,591
| New | +$4.99M | 3.03% | 8 |
|