Founders Capital Management (Connecticut)’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-10,437
| Closed | -$213K | – | 68 |
|
|
2021
Q3 | $213K | Buy |
10,437
+384
| +4% | +$7.84K | 0.05% | 62 |
|
|
2021
Q2 | $219K | Hold |
10,053
| – | – | 0.05% | 71 |
|
|
2021
Q1 | $230K | Buy |
10,053
+232
| +2% | +$5.31K | 0.06% | 69 |
|
|
2020
Q4 | $213K | Hold |
9,821
| – | – | 0.06% | 67 |
|
|
2020
Q3 | $211K | Hold |
9,821
| – | – | 0.07% | 64 |
|
|
2020
Q2 | $224K | Hold |
9,821
| – | – | 0.08% | 63 |
|
|
2020
Q1 | $216K | Sell |
9,821
-40
| -0.4% | -$880 | 0.09% | 57 |
|
|
2019
Q4 | $291K | Sell |
9,861
-364
| -4% | -$10.7K | 0.1% | 52 |
|
|
2019
Q3 | $290K | Hold |
10,225
| – | – | 0.1% | 50 |
|
|
2019
Q2 | $259K | Hold |
10,225
| – | – | 0.09% | 54 |
|
|
2019
Q1 | $242K | Sell |
10,225
-615
| -6% | -$14.6K | 0.09% | 52 |
|
|
2018
Q4 | $234K | Buy |
+10,840
| New | +$234K | 0.1% | 46 |
|
|
2018
Q3 | – | Sell |
-15,041
| Closed | -$365K | – | 55 |
|
|
2018
Q2 | $365K | Sell |
15,041
-318,755
| -95% | -$7.74M | 0.17% | 39 |
|
|
2018
Q1 | $8.85M | Buy |
333,796
+5,885
| +2% | +$156K | 4.07% | 7 |
|
|
2017
Q4 | $9.63M | Buy |
327,911
+2,808
| +0.9% | +$82.5K | 4.26% | 7 |
|
|
2017
Q3 | $9.62M | Buy |
325,103
+17,593
| +6% | +$520K | 4.57% | 5 |
|
|
2017
Q2 | $8.86M | Hold |
307,510
| – | – | 4.42% | 5 |
|
|
2017
Q1 | $9.65M | Buy |
307,510
+3,350
| +1% | +$105K | 4.93% | 4 |
|
|
2016
Q4 | $9.77M | Sell |
304,160
-2,595
| -0.8% | -$83.4K | 5.29% | 3 |
|
|
2016
Q3 | $9.41M | Sell |
306,755
-9,308
| -3% | -$286K | 5.26% | 4 |
|
|
2016
Q2 | $10.3M | Sell |
316,063
-1,456
| -0.5% | -$47.5K | 5.8% | 3 |
|
|
2016
Q1 | $9.39M | Buy |
317,519
+8,586
| +3% | +$254K | 5.47% | 4 |
|
|
2015
Q4 | $8.03M | Buy |
308,933
+11,167
| +4% | +$290K | 4.83% | 5 |
|
|
2015
Q3 | $7.33M | Buy |
297,766
+4,353
| +1% | +$107K | 4.73% | 5 |
|
|
2015
Q2 | $7.87M | Buy |
293,413
+9,686
| +3% | +$260K | 4.72% | 5 |
|
|
2015
Q1 | $7M | Buy |
283,727
+156,193
| +122% | +$3.85M | 4.18% | 7 |
|
|
2014
Q4 | $3.24M | Buy |
127,534
+6,388
| +5% | +$162K | 1.98% | 21 |
|
|
2014
Q3 | $3.22M | Buy |
121,146
+5,627
| +5% | +$150K | 2.06% | 20 |
|
|
2014
Q2 | $3.09M | Buy |
+115,519
| New | +$3.09M | 2.04% | 20 |
|