First Personal Financial Services’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $187K | Buy |
8,488
+45
| +0.5% | +$990 | 0.04% | 128 |
|
|
2024
Q2 | $161K | Buy |
8,443
+175
| +2% | +$3.34K | 0.04% | 130 |
|
|
2024
Q1 | $146K | Buy |
8,268
+124
| +2% | +$2.18K | 0.03% | 135 |
|
|
2023
Q4 | $137K | Sell |
8,144
-1,254
| -13% | -$21K | 0.03% | 137 |
|
|
2023
Q3 | $141K | Buy |
9,398
+1,616
| +21% | +$24.3K | 0.04% | 129 |
|
|
2023
Q2 | $124K | Buy |
7,782
+2,792
| +56% | +$44.5K | 0.03% | 137 |
|
|
2023
Q1 | $96.1K | Sell |
4,990
-16,954
| -77% | -$326K | 0.02% | 154 |
|
|
2022
Q4 | $404K | Buy |
21,944
+3,333
| +18% | +$61.4K | 0.11% | 85 |
|
|
2022
Q3 | $285K | Buy |
18,611
+14,202
| +322% | +$217K | 0.08% | 96 |
|
|
2022
Q2 | $92K | Sell |
4,409
-765
| -15% | -$16K | 0.03% | 141 |
|
|
2022
Q1 | $92K | Buy |
5,174
+2,662
| +106% | +$47.3K | 0.02% | 154 |
|
|
2021
Q4 | $47K | Sell |
2,512
-2,113
| -46% | -$39.5K | 0.01% | 201 |
|
|
2021
Q3 | $94K | Sell |
4,625
-629
| -12% | -$12.8K | 0.02% | 152 |
|
|
2021
Q2 | $114K | Buy |
5,254
+629
| +14% | +$13.6K | 0.03% | 144 |
|
|
2021
Q1 | $106K | Hold |
4,625
| – | – | 0.03% | 144 |
|
|
2020
Q4 | $100K | Sell |
4,625
-57
| -1% | -$1.23K | 0.03% | 142 |
|
|
2020
Q3 | $101K | Sell |
4,682
-57
| -1% | -$1.23K | 0.03% | 140 |
|
|
2020
Q2 | $108K | Hold |
4,739
| – | – | 0.04% | 138 |
|
|
2020
Q1 | $104K | Sell |
4,739
-793
| -14% | -$17.4K | 0.04% | 140 |
|
|
2019
Q4 | $163K | Sell |
5,532
-3,243
| -37% | -$95.6K | 0.05% | 131 |
|
|
2019
Q3 | $251K | Sell |
8,775
-644
| -7% | -$18.4K | 0.08% | 118 |
|
|
2019
Q2 | $238K | Buy |
9,419
+1,061
| +13% | +$26.8K | 0.07% | 158 |
|
|
2019
Q1 | $198K | Buy |
8,358
+750
| +10% | +$17.8K | 0.06% | 161 |
|
|
2018
Q4 | $164K | Sell |
7,608
-1,537
| -17% | -$33.1K | 0.06% | 163 |
|
|
2018
Q3 | $232K | Sell |
9,145
-6,505
| -42% | -$165K | 0.07% | 156 |
|
|
2018
Q2 | $380K | Sell |
15,650
-4,710
| -23% | -$114K | 0.13% | 129 |
|
|
2018
Q1 | $549K | Sell |
20,360
-3,941
| -16% | -$106K | 0.12% | 142 |
|
|
2017
Q4 | $714K | Sell |
24,301
-14
| -0.1% | -$411 | 0.14% | 126 |
|
|
2017
Q3 | $719K | Hold |
24,315
| – | – | 0.15% | 117 |
|
|
2017
Q2 | $693K | Buy |
24,315
+3,846
| +19% | +$110K | 0.15% | 119 |
|
|
2017
Q1 | $643K | Sell |
20,469
-38
| -0.2% | -$1.19K | 0.15% | 108 |
|
|
2016
Q4 | $659K | Sell |
20,507
-698
| -3% | -$22.4K | 0.17% | 108 |
|
|
2016
Q3 | $650K | Buy |
21,205
+998
| +5% | +$30.6K | 0.19% | 102 |
|
|
2016
Q2 | $660K | Buy |
20,207
+15,695
| +348% | +$513K | 0.23% | 97 |
|
|
2016
Q1 | $133K | Buy |
4,512
+556
| +14% | +$16.4K | 0.07% | 135 |
|
|
2015
Q4 | $103K | Sell |
3,956
-119
| -3% | -$3.1K | 0.06% | 141 |
|
|
2015
Q3 | $101K | Buy |
4,075
+647
| +19% | +$16K | 0.06% | 134 |
|
|
2015
Q2 | $92K | Sell |
3,428
-310
| -8% | -$8.32K | 0.06% | 138 |
|
|
2015
Q1 | $93K | Hold |
3,738
| – | – | 0.06% | 136 |
|
|
2014
Q4 | $94K | Buy |
+3,738
| New | +$94K | 0.06% | 133 |
|