Gladstone Institutional Advisory’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 | $3.76M | Sell |
129,992
-23,049
| -15% | -$667K | 0.16% | 151 |
|
|
2025
Q1 | $4.33M | Buy |
153,041
+51,617
| +51% | +$1.46M | 0.2% | 123 |
|
|
2024
Q4 | $2.31M | Buy |
101,424
+30,332
| +43% | +$691K | 0.11% | 202 |
|
|
2024
Q3 | $1.56M | Buy |
71,092
+23,052
| +48% | +$507K | 0.08% | 260 |
|
|
2024
Q2 | $918K | Buy |
48,040
+1,181
| +3% | +$22.6K | 0.05% | 310 |
|
|
2024
Q1 | $825K | Sell |
46,859
-11,099
| -19% | -$195K | 0.05% | 318 |
|
|
2023
Q4 | $973K | Sell |
57,958
-902
| -2% | -$15.1K | 0.05% | 293 |
|
|
2023
Q3 | $884K | Sell |
58,860
-6,766
| -10% | -$102K | 0.06% | 282 |
|
|
2023
Q2 | $1.05M | Sell |
65,626
-3,076
| -4% | -$49.1K | 0.06% | 266 |
|
|
2023
Q1 | $1.32M | Sell |
68,702
-8,685
| -11% | -$167K | 0.09% | 243 |
|
|
2022
Q4 | $1.42M | Sell |
77,387
-7,292
| -9% | -$134K | 0.1% | 232 |
|
|
2022
Q3 | $1.3M | Sell |
84,679
-24,793
| -23% | -$380K | 0.1% | 232 |
|
|
2022
Q2 | $2.3M | Sell |
109,472
-96,176
| -47% | -$2.02M | 0.18% | 147 |
|
|
2022
Q1 | $3.67M | Buy |
205,648
+41,451
| +25% | +$740K | 0.25% | 109 |
|
|
2021
Q4 | $3.05M | Buy |
164,197
+26,518
| +19% | +$493K | 0.24% | 115 |
|
|
2021
Q3 | $2.81M | Buy |
137,679
+78,905
| +134% | +$1.61M | 0.27% | 103 |
|
|
2021
Q2 | $1.28M | Buy |
58,774
+17,150
| +41% | +$373K | 0.15% | 159 |
|
|
2021
Q1 | $952K | Buy |
41,624
+6,653
| +19% | +$152K | 0.15% | 151 |
|
|
2020
Q4 | $760K | Buy |
34,971
+1,948
| +6% | +$42.3K | 0.15% | 123 |
|
|
2020
Q3 | $711K | Buy |
33,023
+3,590
| +12% | +$77.3K | 0.17% | 117 |
|
|
2020
Q2 | $672K | Sell |
29,433
-13,686
| -32% | -$312K | 0.17% | 111 |
|
|
2020
Q1 | $949K | Buy |
43,119
+6,052
| +16% | +$133K | 0.24% | 88 |
|
|
2019
Q4 | $1.09M | Sell |
37,067
-1,095
| -3% | -$32.3K | 0.27% | 79 |
|
|
2019
Q3 | $1.09M | Sell |
38,162
-329
| -0.9% | -$9.4K | 0.28% | 71 |
|
|
2019
Q2 | $974K | Buy |
38,491
+12,971
| +51% | +$328K | 0.3% | 72 |
|
|
2019
Q1 | $604K | Sell |
25,520
-4,012
| -14% | -$95K | 0.22% | 96 |
|
|
2018
Q4 | $637K | Buy |
+29,532
| New | +$637K | 0.37% | 66 |
|