HBC Financial Services’s AT&T T Stock Holding History

HBC Financial Services’s Portfolio T Stock Details T Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$200K	Hold	8,824	–	–	0.12%	33
2024 Q3	$194K	Sell	8,824 -8,093	-48%	-$161K	0.12%	36
2024 Q2	$319K	Hold	16,917	–	–	0.2%	22
2024 Q1	$286K	Sell	16,917 -943	-5%	-$16.1K	0.19%	24
2023 Q4	$299K	Sell	17,860 -5,886	-25%	-$92.9K	0.2%	23
2023 Q3	$356K	Buy	23,746 +7	+0%	+$103	0.27%	20
2023 Q2	$319K	Buy	23,739 +6	+0%	+$102	0.23%	20
2023 Q1	$469K	Buy	23,733 +6	+0%	+$115	0.35%	17
2022 Q4	$454K	Sell	23,727 -7,744	-25%	-$139K	0.36%	16
2022 Q3	$482K	Sell	31,471 -3,195	-9%	-$58.1K	0.41%	15
2022 Q2	$721K	Sell	34,666 -11,225	-24%	-$224K	0.56%	13
2022 Q1	$668K	Sell	45,891 -1,314	-3%	-$24.3K	0.48%	14
2021 Q4	$877K	Buy	47,205 +10	+0%	+$187	0.56%	14
2021 Q3	$965K	Sell	47,195 -952	-2%	-$20K	0.64%	13
2021 Q2	$1.01M	Buy	48,147 +6	+0%	+$136	0.68%	14
2021 Q1	$1.08M	Buy	48,141 +8	+0%	+$177	0.75%	13
2020 Q4	$1.09M	Sell	48,133 -3,045	-6%	-$65.7K	0.84%	13
2020 Q3	$1.09M	Buy	51,178 +49,192	+2,477%	+$1.1M	0.92%	12
2020 Q2	$44K	Sell	1,986 -9,170	-82%	-$209K	0.04%	64
2020 Q1	$236K	Sell	11,156 -3,310	-23%	-$90.4K	0.27%	19
2019 Q4	$429K	Buy	+14,466	New	+$418K	0.37%	15

Other funds holding T

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Koshinski Asset Management

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM