Heritage Trust’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.48M | Sell |
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|
2025
Q2 | $7.66M | Sell |
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|
2025
Q1 | $7.53M | Buy |
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|
2024
Q4 | $5.22M | Buy |
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|
2024
Q2 | $363K | Buy |
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|
2024
Q1 | $333K | Buy |
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|
2023
Q4 | $302K | Sell |
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|
2023
Q3 | $302K | Sell |
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|
2023
Q2 | $429K | Buy |
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|
2023
Q1 | $450K | Sell |
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|
2022
Q4 | $465K | Buy |
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|
2022
Q3 | $353K | Sell |
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|
2022
Q2 | $654K | Buy |
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|
2022
Q1 | $557K | Buy |
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|
2021
Q4 | $578K | Sell |
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|
2021
Q3 | $713K | Sell |
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|
2021
Q2 | $850K | Sell |
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|
2021
Q1 | $907K | Buy |
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|
2020
Q4 | $421K | Sell |
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|
2020
Q3 | $463K | Sell |
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|
2020
Q2 | $626K | Sell |
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|
2020
Q1 | $849K | Sell |
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|
2019
Q4 | $1.43M | Buy |
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|
2019
Q3 | $1.07M | Buy |
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|
2019
Q2 | $919K | Sell |
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|
2019
Q1 | $868K | Buy |
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|
2018
Q4 | $468K | Buy |
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|
2018
Q3 | $427K | Buy |
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|
2018
Q2 | $258K | Sell |
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|
2018
Q1 | $291K | Sell |
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|
2017
Q4 | $335K | Sell |
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|
2017
Q3 | $343K | Buy |
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|
2017
Q2 | $308K | Sell |
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|
2017
Q1 | $400K | Buy |
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