Global Retirement Partners’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 | $4.54M | Buy |
+156,932
| New | +$4.54M | 0.11% | 169 |
|
|
2024
Q4 | $3.1M | Buy |
136,159
+4,205
| +3% | +$95.7K | 0.09% | 218 |
|
|
2024
Q3 | $2.9M | Sell |
131,954
-12,422
| -9% | -$273K | 0.09% | 218 |
|
|
2024
Q2 | $2.76M | Buy |
144,376
+9,558
| +7% | +$183K | 0.09% | 217 |
|
|
2024
Q1 | $2.37M | Sell |
134,818
-2,075
| -2% | -$36.5K | 0.09% | 222 |
|
|
2023
Q4 | $2.25M | Sell |
136,893
-21,802
| -14% | -$358K | 0.09% | 206 |
|
|
2023
Q3 | $2.32M | Sell |
158,695
-6,182
| -4% | -$90.6K | 0.12% | 167 |
|
|
2023
Q2 | $2.63M | Buy |
164,877
+12,182
| +8% | +$194K | 0.13% | 149 |
|
|
2023
Q1 | $2.61M | Buy |
152,695
+31,497
| +26% | +$538K | 0.14% | 150 |
|
|
2022
Q4 | $2.23M | Buy |
121,198
+15,259
| +14% | +$281K | 0.15% | 147 |
|
|
2022
Q3 | $1.93M | Buy |
105,939
+1,747
| +2% | +$31.8K | 0.15% | 149 |
|
|
2022
Q2 | $2.18M | Sell |
104,192
-33,561
| -24% | -$703K | 0.18% | 131 |
|
|
2022
Q1 | $2.2M | Buy |
+137,753
| New | +$2.2M | 0.17% | 132 |
|
|
2021
Q4 | – | Sell |
-58,876
| Closed | -$1.2M | – | 1620 |
|
|
2021
Q3 | $1.2M | Buy |
58,876
+672
| +1% | +$13.7K | 0.12% | 167 |
|
|
2021
Q2 | $1.27M | Sell |
58,204
-3,872
| -6% | -$84.2K | 0.13% | 159 |
|
|
2021
Q1 | $1.42M | Buy |
62,076
+2,279
| +4% | +$52.1K | 0.17% | 131 |
|
|
2020
Q4 | $1.3M | Buy |
59,797
+6,209
| +12% | +$135K | 0.16% | 128 |
|
|
2020
Q3 | $1.15M | Sell |
53,588
-1,493
| -3% | -$32.2K | 0.17% | 132 |
|
|
2020
Q2 | $1.26M | Buy |
55,081
+8,974
| +19% | +$205K | 0.2% | 111 |
|
|
2020
Q1 | $1.02M | Sell |
46,107
-226
| -0.5% | -$4.98K | 0.19% | 115 |
|
|
2019
Q4 | $1.37M | Sell |
46,333
-791
| -2% | -$23.4K | 0.21% | 104 |
|
|
2019
Q3 | $1.35M | Buy |
47,124
+742
| +2% | +$21.2K | 0.22% | 104 |
|
|
2019
Q2 | $1.17M | Buy |
46,382
+18,649
| +67% | +$472K | 0.22% | 91 |
|
|
2019
Q1 | $657K | Buy |
27,733
+3,059
| +12% | +$72.5K | 0.16% | 117 |
|
|
2018
Q4 | $532K | Buy |
24,674
+413
| +2% | +$8.91K | 0.14% | 150 |
|
|
2018
Q3 | $615K | Buy |
24,261
+23
| +0.1% | +$583 | 0.14% | 140 |
|
|
2018
Q2 | $588K | Sell |
24,238
-2,184
| -8% | -$53K | 0.15% | 136 |
|
|
2018
Q1 | $711K | Buy |
26,422
+151
| +0.6% | +$4.06K | 0.2% | 108 |
|
|
2017
Q4 | $771K | Buy |
26,271
+7,983
| +44% | +$234K | 0.21% | 96 |
|
|
2017
Q3 | $541K | Buy |
18,288
+2,538
| +16% | +$75.1K | 0.22% | 108 |
|
|
2017
Q2 | $449K | Buy |
15,750
+328
| +2% | +$9.35K | 0.21% | 105 |
|
|
2017
Q1 | $484K | Sell |
15,422
-952
| -6% | -$29.9K | 0.27% | 89 |
|
|
2016
Q4 | $526K | Buy |
+16,374
| New | +$526K | 0.35% | 57 |
|