Gradient Investments’s AT&T T Stock Holding History

Gradient Investments’s Portfolio T Stock Details T Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$13.1M	Buy	451,621 +428,686	+1,869%	+$12.4M	0.24%	128
2025 Q1	$649K	Buy	22,935 +322	+1%	+$9.11K	0.01%	218
2024 Q4	$515K	Sell	22,613 -1,082	-5%	-$24.6K	0.01%	217
2024 Q3	$521K	Sell	23,695 -6,982	-23%	-$154K	0.01%	227
2024 Q2	$586K	Buy	30,677 +7,198	+31%	+$138K	0.01%	213
2024 Q1	$413K	Sell	23,479 -31,538	-57%	-$555K	0.01%	241
2023 Q4	$923K	Sell	55,017 -769	-1%	-$12.9K	0.02%	195
2023 Q3	$838K	Sell	55,786 -8,320	-13%	-$125K	0.02%	182
2023 Q2	$1.02M	Buy	64,106 +479	+0.8%	+$7.64K	0.03%	176
2023 Q1	$1.22M	Sell	63,627 -10,304	-14%	-$198K	0.03%	171
2022 Q4	$1.36M	Sell	73,931 -11,289	-13%	-$208K	0.04%	173
2022 Q3	$1.31M	Buy	85,220 +116	+0.1%	+$1.78K	0.04%	169
2022 Q2	$1.78M	Sell	85,104 -4,214	-5%	-$695K	0.05%	166
2022 Q1	$2.11M	Sell	89,318 -526,317	-85%	-$12.4M	0.05%	156
2021 Q4	$15.1M	Buy	615,635 +113,462	+23%	+$2.79M	0.38%	55
2021 Q3	$13.6M	Sell	502,173 -150,265	-23%	-$4.06M	0.38%	57
2021 Q2	$18.8M	Buy	652,438 +41,969	+7%	+$1.21M	0.55%	39
2021 Q1	$18.5M	Buy	610,469 +102,936	+20%	+$3.12M	0.6%	34
2020 Q4	$14.5M	Sell	507,533 -4,616	-0.9%	-$132K	0.61%	38
2020 Q3	$14.6M	Buy	512,149 +82,790	+19%	+$2.36M	0.61%	38
2020 Q2	$13M	Buy	429,359 +22,322	+5%	+$675K	0.59%	42
2020 Q1	$11.9M	Buy	407,037 +14,528	+4%	+$423K	0.64%	31
2019 Q4	$15.3M	Buy	392,509 +3,408	+0.9%	+$133K	0.68%	24
2019 Q3	$14.7M	Buy	389,101 +5,490	+1%	+$208K	0.72%	24
2019 Q2	$12.9M	Buy	383,611 +65,906	+21%	+$2.21M	0.66%	26
2019 Q1	$9.96M	Sell	317,705 -30,684	-9%	-$962K	0.64%	26
2018 Q4	$9.94M	Buy	348,389 +910	+0.3%	+$26K	0.6%	23
2018 Q3	$11.7M	Buy	347,479 +36,138	+12%	+$1.21M	0.6%	22
2018 Q2	$10M	Buy	311,341 +22,801	+8%	+$732K	0.53%	27
2018 Q1	$10.3M	Buy	288,540 +19,460	+7%	+$694K	0.56%	23
2017 Q4	$10.5M	Buy	269,080 +45,917	+21%	+$1.79M	0.6%	19
2017 Q3	$8.74M	Buy	223,163 +12,055	+6%	+$472K	0.56%	24
2017 Q2	$7.97M	Buy	211,108 +16,274	+8%	+$614K	0.56%	25
2017 Q1	$8.1M	Buy	194,834 +17,618	+10%	+$732K	0.62%	25
2016 Q4	$7.54M	Buy	177,216 +135,736	+327%	+$5.77M	0.66%	24
2016 Q3	$1.69M	Sell	41,480 -1,477	-3%	-$60K	0.17%	89
2016 Q2	$1.86M	Sell	42,957 -93,982	-69%	-$4.06M	0.2%	89
2016 Q1	$5.36M	Sell	136,939 -2,089	-2%	-$81.8K	0.66%	24
2015 Q4	$4.78M	Sell	139,028 -159	-0.1%	-$5.48K	0.64%	23
2015 Q3	$4.54M	Buy	139,187 +1,435	+1%	+$46.8K	0.64%	26
2015 Q2	$4.89M	Buy	137,752 +10,211	+8%	+$363K	0.67%	26
2015 Q1	$4.16M	Buy	127,541 +8,451	+7%	+$276K	0.62%	31
2014 Q4	$4M	Buy	119,090 +13,365	+13%	+$449K	0.66%	26
2014 Q3	$3.73M	Buy	105,725 +12,829	+14%	+$452K	0.67%	25
2014 Q2	$3.29M	Buy	92,896 +19,662	+27%	+$695K	0.64%	27
2014 Q1	$2.57M	Buy	73,234 +19,795	+37%	+$694K	0.59%	26
2013 Q4	$1.88M	Buy	53,439 +8,349	+19%	+$294K	0.5%	47
2013 Q3	$1.53M	Buy	45,090 +8,422	+23%	+$285K	0.48%	46
2013 Q2	$1.3M	Buy	+36,668	New	+$1.3M	0.49%	36