HSA
HBK Sorce Advisory’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.55M | Sell |
226,257
-2,889
| -1% | -$83.6K | 0.18% | 57 |
|
|
2025
Q1 | $6.48M | Sell |
229,146
-11,767
| -5% | -$333K | 0.19% | 51 |
|
|
2024
Q4 | $5.49M | Sell |
240,913
-2,282
| -0.9% | -$52K | 0.17% | 62 |
|
|
2024
Q3 | $5.35M | Buy |
243,195
+35
| +0% | +$770 | 0.16% | 62 |
|
|
2024
Q2 | $4.65M | Buy |
243,160
+8,729
| +4% | +$167K | 0.16% | 64 |
|
|
2024
Q1 | $4.13M | Buy |
234,431
+8,596
| +4% | +$151K | 0.15% | 71 |
|
|
2023
Q4 | $3.79M | Sell |
225,835
-16,156
| -7% | -$271K | 0.15% | 70 |
|
|
2023
Q3 | $3.63M | Buy |
241,991
+11,580
| +5% | +$174K | 0.16% | 76 |
|
|
2023
Q2 | $3.68M | Buy |
230,411
+28,379
| +14% | +$453K | 0.16% | 77 |
|
|
2023
Q1 | $3.89M | Sell |
202,032
-191,186
| -49% | -$3.68M | 0.18% | 75 |
|
|
2022
Q4 | $7.24M | Buy |
393,218
+205,048
| +109% | +$3.77M | 0.19% | 71 |
|
|
2022
Q3 | $2.89M | Buy |
188,170
+28,754
| +18% | +$441K | 0.19% | 79 |
|
|
2022
Q2 | $3.34M | Buy |
159,416
+111
| +0.1% | +$2.33K | 0.25% | 57 |
|
|
2022
Q1 | $3.76M | Buy |
159,305
+19,095
| +14% | +$451K | 0.21% | 72 |
|
|
2021
Q4 | $3.45M | Sell |
140,210
-25,280
| -15% | -$622K | 0.17% | 86 |
|
|
2021
Q3 | $4.47M | Sell |
165,490
-14,729
| -8% | -$398K | 0.25% | 58 |
|
|
2021
Q2 | $5.19M | Buy |
180,219
+14,858
| +9% | +$428K | 0.29% | 47 |
|
|
2021
Q1 | $5.01M | Buy |
165,361
+587
| +0.4% | +$17.8K | 0.3% | 48 |
|
|
2020
Q4 | $4.74M | Buy |
164,774
+11,682
| +8% | +$336K | 0.29% | 46 |
|
|
2020
Q3 | $4.37M | Buy |
153,092
+7,877
| +5% | +$225K | 0.31% | 44 |
|
|
2020
Q2 | $4.39M | Buy |
145,215
+9,377
| +7% | +$283K | 0.32% | 46 |
|
|
2020
Q1 | $3.96M | Buy |
135,838
+4,927
| +4% | +$144K | 0.39% | 39 |
|
|
2019
Q4 | $5.12M | Buy |
130,911
+15,915
| +14% | +$622K | 0.45% | 39 |
|
|
2019
Q3 | $4.35M | Sell |
114,996
-1,320
| -1% | -$49.9K | 0.42% | 44 |
|
|
2019
Q2 | $3.9M | Sell |
116,316
-6
| -0% | -$201 | 0.38% | 53 |
|
|
2019
Q1 | $3.65M | Buy |
116,322
+5,386
| +5% | +$169K | 0.36% | 58 |
|
|
2018
Q4 | $3.17M | Sell |
110,936
-18,352
| -14% | -$524K | 0.36% | 61 |
|
|
2018
Q3 | $4.34M | Sell |
129,288
-3,298
| -2% | -$111K | 0.49% | 33 |
|
|
2018
Q2 | $4.26M | Buy |
132,586
+6,712
| +5% | +$216K | 0.49% | 38 |
|
|
2018
Q1 | $4.49M | Buy |
125,874
+3,539
| +3% | +$126K | 0.56% | 29 |
|
|
2017
Q4 | $4.76M | Buy |
122,335
+35,039
| +40% | +$1.36M | 0.56% | 30 |
|
|
2017
Q3 | $3.42M | Buy |
87,296
+6,533
| +8% | +$256K | 0.52% | 29 |
|
|
2017
Q2 | $3.05M | Buy |
+80,763
| New | +$3.05M | 0.49% | 32 |
|
|
2017
Q1 | – | Sell |
-79,493
| Closed | -$3.38M | – | 270 |
|
|
2016
Q4 | $3.38M | Buy |
79,493
+1,442
| +2% | +$61.3K | 0.61% | 29 |
|
|
2016
Q3 | $3.17M | Sell |
78,051
-1,732
| -2% | -$70.3K | 0.63% | 23 |
|
|
2016
Q2 | $3.45M | Buy |
79,783
+12,040
| +18% | +$520K | 0.74% | 20 |
|
|
2016
Q1 | $2.65M | Buy |
67,743
+14,069
| +26% | +$551K | 0.63% | 21 |
|
|
2015
Q4 | $1.85M | Buy |
53,674
+8,128
| +18% | +$280K | 0.48% | 34 |
|
|
2015
Q3 | $1.48M | Buy |
45,546
+6,768
| +17% | +$221K | 0.48% | 29 |
|
|
2015
Q2 | $1.38M | Buy |
38,778
+47
| +0.1% | +$1.67K | 0.47% | 34 |
|
|
2015
Q1 | $1.27M | Buy |
38,731
+1,658
| +4% | +$54.2K | 0.43% | 33 |
|
|
2014
Q4 | $1.25M | Sell |
37,073
-2,007
| -5% | -$67.4K | 0.43% | 43 |
|
|
2014
Q3 | $1.38M | Buy |
39,080
+4,544
| +13% | +$160K | 0.5% | 34 |
|
|
2014
Q2 | $1.22M | Sell |
34,536
-3,116
| -8% | -$110K | 0.42% | 37 |
|
|
2014
Q1 | $1.32M | Buy |
37,652
+4,906
| +15% | +$172K | 0.48% | 35 |
|
|
2013
Q4 | $1.15M | Buy |
32,746
+1,087
| +3% | +$38.2K | 0.41% | 39 |
|
|
2013
Q3 | $1.07M | Sell |
31,659
-28,403
| -47% | -$961K | 0.44% | 34 |
|
|
2013
Q2 | $2.13M | Buy |
+60,062
| New | +$2.13M | 0.46% | 31 |
|