Financial Perspectives’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
$574K Sell
19,844
-329
-2% -$9.52K 0.17% 80
2025
Q1
$570K Buy
20,173
+52
+0.3% +$1.47K 0.2% 71
2024
Q4
$458K Buy
20,121
+1,431
+8% +$32.6K 0.15% 85
2024
Q3
$411K Sell
18,690
-137
-0.7% -$3.01K 0.14% 91
2024
Q2
$360K Buy
18,827
+1,057
+6% +$20.2K 0.13% 92
2024
Q1
$313K Sell
17,770
-4,306
-20% -$75.8K 0.12% 106
2023
Q4
$370K Buy
22,076
+334
+2% +$5.6K 0.15% 84
2023
Q3
$327K Sell
21,742
-1,131
-5% -$17K 0.15% 83
2023
Q2
$365K Buy
22,873
+135
+0.6% +$2.15K 0.16% 84
2023
Q1
$438K Sell
22,738
-216
-0.9% -$4.16K 0.21% 69
2022
Q4
$423K Sell
22,954
-3,275
-12% -$60.3K 0.22% 69
2022
Q3
$402K Sell
26,229
-667
-2% -$10.2K 0.23% 67
2022
Q2
$564K Sell
26,896
-8,720
-24% -$183K 0.32% 49
2022
Q1
$636K Buy
35,616
+178
+0.5% +$3.18K 0.3% 51
2021
Q4
$658K Sell
35,438
-2,033
-5% -$37.8K 0.31% 50
2021
Q3
$764K Sell
37,471
-3,941
-10% -$80.4K 0.39% 47
2021
Q2
$900K Sell
41,412
-1,222,525
-97% -$26.6M 0.44% 38
2021
Q1
$31.5M Buy
1,263,937
+1,217,003
+2,593% +$30.4M 1.57% 13
2020
Q4
$1.02M Buy
46,934
+413
+0.9% +$8.97K 0.58% 31
2020
Q3
$1M Buy
46,521
+11,006
+31% +$237K 0.66% 25
2020
Q2
$811K Sell
35,515
-1,807
-5% -$41.3K 0.58% 27
2020
Q1
$822K Sell
37,322
-727
-2% -$16K 0.66% 24
2019
Q4
$1.12M Buy
+38,049
New +$1.12M 0.77% 15