First Foundation Advisors’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
$1.42M Buy
49,043
+11,693
+31% +$338K 0.05% 160
2025
Q1
$1.06M Buy
37,350
+116
+0.3% +$3.28K 0.04% 161
2024
Q4
$848K Sell
37,234
-1,444
-4% -$32.9K 0.03% 186
2024
Q3
$851K Buy
38,678
+15,775
+69% +$347K 0.03% 183
2024
Q2
$438K Buy
22,903
+4,043
+21% +$77.3K 0.02% 237
2024
Q1
$332K Sell
18,860
-1,487
-7% -$26.2K 0.01% 274
2023
Q4
$341K Sell
20,347
-18,292
-47% -$307K 0.02% 272
2023
Q3
$580K Buy
38,639
+3,346
+9% +$50.3K 0.03% 235
2023
Q2
$563K Sell
35,293
-4,304
-11% -$68.6K 0.02% 228
2023
Q1
$762K Buy
39,597
+5,846
+17% +$113K 0.04% 192
2022
Q4
$621K Buy
33,751
+8,108
+32% +$149K 0.03% 224
2022
Q3
$393K Sell
25,643
-1,751
-6% -$26.8K 0.02% 257
2022
Q2
$574K Buy
27,394
+2,087
+8% +$43.7K 0.03% 232
2022
Q1
$452K Sell
25,307
-237
-0.9% -$4.23K 0.02% 271
2021
Q4
$475K Sell
25,544
-53,005
-67% -$986K 0.02% 271
2021
Q3
$1.6M Buy
78,549
+1,084
+1% +$22.1K 0.06% 154
2021
Q2
$1.68M Sell
77,465
-2,287
-3% -$49.7K 0.06% 157
2021
Q1
$1.82M Sell
79,752
-8,575
-10% -$196K 0.08% 142
2020
Q4
$1.92M Buy
88,327
+10,669
+14% +$232K 0.09% 137
2020
Q3
$1.67M Sell
77,658
-5,215
-6% -$112K 0.08% 136
2020
Q2
$1.89M Sell
82,873
-8,329
-9% -$190K 0.1% 118
2020
Q1
$2.01M Buy
91,202
+22,096
+32% +$486K 0.12% 107
2019
Q4
$2.04M Buy
69,106
+1,362
+2% +$40.2K 0.1% 130
2019
Q3
$1.94M Sell
67,744
-5,745
-8% -$164K 0.1% 120
2019
Q2
$1.86M Buy
73,489
+2,176
+3% +$55.1K 0.1% 125
2019
Q1
$1.69M Buy
71,313
+9,408
+15% +$223K 0.1% 129
2018
Q4
$1.33M Sell
61,905
-144
-0.2% -$3.1K 0.08% 146
2018
Q3
$1.57M Sell
62,049
-1,063
-2% -$27K 0.09% 128
2018
Q2
$1.53M Sell
63,112
-29,359
-32% -$712K 0.09% 122
2018
Q1
$2.49M Buy
92,471
+8,412
+10% +$227K 0.14% 96
2017
Q4
$2.47M Buy
84,059
+25,220
+43% +$740K 0.13% 100
2017
Q3
$1.74M Sell
58,839
-131
-0.2% -$3.88K 0.1% 111
2017
Q2
$1.68M Buy
58,970
+9,325
+19% +$266K 0.1% 121
2017
Q1
$1.56M Sell
49,645
-2,630
-5% -$82.5K 0.1% 118
2016
Q4
$1.68M Buy
52,275
+10,075
+24% +$324K 0.11% 113
2016
Q3
$1.29M Buy
42,200
+12,775
+43% +$392K 0.09% 119
2016
Q2
$960K Sell
29,425
-266
-0.9% -$8.68K 0.07% 135
2016
Q1
$878K Sell
29,691
-7,362
-20% -$218K 0.06% 130
2015
Q4
$963K Buy
37,053
+5,495
+17% +$143K 0.07% 131
2015
Q3
$777K Buy
31,558
+4,400
+16% +$108K 0.06% 126
2015
Q2
$729K Sell
27,158
-2,946
-10% -$79.1K 0.06% 124
2015
Q1
$742K Buy
30,104
+4,401
+17% +$108K 0.06% 120
2014
Q4
$652K Buy
25,703
+491
+2% +$12.5K 0.06% 125
2014
Q3
$671K Sell
25,212
-737
-3% -$19.6K 0.07% 122
2014
Q2
$693K Sell
25,949
-5,071
-16% -$135K 0.08% 99
2014
Q1
$822K Sell
31,020
-13,976
-31% -$370K 0.1% 70
2013
Q4
$1.2M Sell
44,996
-11,169
-20% -$297K 0.16% 57
2013
Q3
$1.44M Buy
56,165
+4,859
+9% +$124K 0.22% 51
2013
Q2
$1.37M Buy
+51,306
New +$1.37M 0.27% 47