Great Valley Advisor Group’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
$1.83M Sell
63,194
-530
-0.8% -$15.3K 0.04% 333
2025
Q1
$1.8M Buy
63,724
+1,963
+3% +$55.5K 0.04% 328
2024
Q4
$1.41M Sell
61,761
-5,122
-8% -$117K 0.03% 379
2024
Q3
$1.47M Buy
66,883
+10,854
+19% +$239K 0.04% 360
2024
Q2
$1.07M Sell
56,029
-7,608
-12% -$145K 0.03% 373
2024
Q1
$1.12M Buy
63,637
+4,800
+8% +$84.5K 0.03% 352
2023
Q4
$987K Sell
58,837
-3,641
-6% -$61.1K 0.03% 345
2023
Q3
$938K Sell
62,478
-2,254
-3% -$33.8K 0.04% 325
2023
Q2
$1.03M Sell
64,732
-19,057
-23% -$304K 0.04% 311
2023
Q1
$1.61M Buy
83,789
+10,757
+15% +$207K 0.08% 237
2022
Q4
$1.34M Sell
73,032
-1,225
-2% -$22.5K 0.07% 279
2022
Q3
$1.14M Sell
74,257
-26,282
-26% -$403K 0.06% 282
2022
Q2
$2.11M Buy
100,539
+34,738
+53% +$728K 0.12% 190
2022
Q1
$1.18M Sell
65,801
-22,576
-26% -$405K 0.07% 259
2021
Q4
$1.66M Sell
88,377
-5,465
-6% -$102K 0.1% 208
2021
Q3
$1.92M Buy
93,842
+13,511
+17% +$276K 0.13% 179
2021
Q2
$1.76M Buy
80,331
+1,623
+2% +$35.5K 0.13% 178
2021
Q1
$1.8M Sell
78,708
-3,981
-5% -$91K 0.17% 137
2020
Q4
$1.8M Buy
82,689
+13,902
+20% +$302K 0.19% 121
2020
Q3
$1.48M Buy
68,787
+4,737
+7% +$102K 0.18% 121
2020
Q2
$1.46M Buy
64,050
+3,881
+6% +$88.6K 0.24% 117
2020
Q1
$1.33M Buy
60,169
+5,061
+9% +$111K 0.35% 85
2019
Q4
$1.63M Buy
55,108
+2,893
+6% +$85.4K 0.36% 83
2019
Q3
$1.49M Buy
52,215
+12,706
+32% +$363K 0.36% 86
2019
Q2
$999K Buy
39,509
+6,163
+18% +$156K 0.25% 125
2019
Q1
$790K Buy
33,346
+5,353
+19% +$127K 0.25% 119
2018
Q4
$603K Buy
+27,993
New +$603K 0.23% 103