Financial Advocates Investment Management’s AT&T T Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-28,876
Closed -$836K 539
2025
Q2
$836K Sell
28,876
-870
-3% -$24K 0.07% 260
2025
Q1
$841K Sell
29,746
-32,429
-52% -$815K 0.06% 316
2024
Q4
$1.42M Sell
62,175
-15,135
-20% -$341K 0.08% 227
2024
Q3
$1.7M Buy
77,310
+5,650
+8% +$112K 0.1% 204
2024
Q2
$1.37M Sell
71,660
-8,653
-11% -$150K 0.08% 223
2024
Q1
$1.41M Sell
80,313
-2,161
-3% -$36.9K 0.08% 241
2023
Q4
$1.38M Sell
82,474
-8,906
-10% -$141K 0.09% 222
2023
Q3
$1.37M Sell
91,380
-7,942
-8% -$116K 0.1% 218
2023
Q2
$1.58M Buy
99,322
+9,636
+11% +$164K 0.11% 195
2023
Q1
$1.73M Sell
89,686
-29,618
-25% -$566K 0.12% 192
2022
Q4
$2.2M Buy
119,304
+18,788
+19% +$336K 0.16% 152
2022
Q3
$1.83M Buy
100,516
+10,792
+12% +$196K 0.15% 158
2022
Q2
$1.88M Sell
89,724
-166,471
-65% -$3.32M 0.15% 163
2022
Q1
$4.57M Buy
256,195
+10,982
+4% +$203K 0.3% 79
2021
Q4
$4.56M Sell
245,213
-31,177
-11% -$583K 0.29% 86
2021
Q3
$5.64M Buy
276,390
+3,311
+1% +$69.6K 0.38% 53
2021
Q2
$5.94M Buy
273,079
+12,530
+5% +$285K 0.4% 49
2021
Q1
$5.96M Sell
260,549
-1,942
-0.7% -$42.9K 0.42% 49
2020
Q4
$5.7M Buy
+262,491
New +$5.66M 0.39% 57
2020
Q3
Sell
-167,940
Closed -$3.75M 682
2020
Q2
$3.85M Buy
167,940
+28,177
+20% +$642K 0.36% 63
2020
Q1
$3.08M Buy
139,763
+4,404
+3% +$120K 0.44% 58
2019
Q4
$4M Sell
135,359
-1,393
-1% -$40.2K 0.43% 56
2019
Q3
$3.91M Sell
136,752
-7,821
-5% -$207K 0.45% 54
2019
Q2
$3.66M Buy
144,573
+3,239
+2% +$77.7K 0.42% 56
2019
Q1
$3.35M Buy
141,334
+997
+0.7% +$22.9K 0.42% 65
2018
Q4
$3.03M Sell
140,337
-13,536
-9% -$315K 0.41% 66
2018
Q3
$3.9M Sell
153,873
-1,022
-0.7% -$25K 0.44% 53
2018
Q2
$3.77M Buy
154,895
+3,135
+2% +$78.7K 0.46% 53
2018
Q1
$4.09M Buy
151,760
+9,818
+7% +$273K 0.53% 44
2017
Q4
$4.17M Buy
+141,942
New +$3.88M 0.57% 41

Other funds holding T

Financial Advocates Investment Management's T Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of AT&T (T) in Q3 2025, closing a stake of 28,876 shares — an estimated $836K sold.

Financial Advocates Investment Management first reported a position in T in Q4 2017 and held it in 30 quarters. The position peaked at $5.96M in Q1 2021. 2,866 funds tracked by Wall St. Rank hold T as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining AT&T position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 28,876 AT&T shares in Q3 2025, an estimated $836K.
  • Financial Advocates Investment Management first reported a position in AT&T in Q4 2017 and held it in 30 quarters.
  • Financial Advocates Investment Management's AT&T position peaked at $5.96M in Q1 2021.
  • 2,866 funds tracked by Wall St. Rank held AT&T as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.