Heritage Wealth Advisors’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 | $279K | Buy |
9,643
+57
| +0.6% | +$1.65K | 0.01% | 178 |
|
|
2025
Q1 | $271K | Buy |
9,586
+5,750
| +150% | +$163K | 0.01% | 175 |
|
|
2024
Q4 | $87.3K | Buy |
3,836
+751
| +24% | +$17.1K | ﹤0.01% | 267 |
|
|
2024
Q3 | $67.9K | Buy |
3,085
+239
| +8% | +$5.26K | ﹤0.01% | 302 |
|
|
2024
Q2 | $54.4K | Hold |
2,846
| – | – | ﹤0.01% | 301 |
|
|
2024
Q1 | $50.1K | Sell |
2,846
-100
| -3% | -$1.76K | ﹤0.01% | 324 |
|
|
2023
Q4 | $49.4K | Buy |
2,946
+2,733
| +1,283% | +$45.9K | ﹤0.01% | 339 |
|
|
2023
Q3 | $3.2K | Sell |
213
-152
| -42% | -$2.28K | ﹤0.01% | 449 |
|
|
2023
Q2 | $5.82K | Buy |
365
+3
| +0.8% | +$48 | ﹤0.01% | 464 |
|
|
2023
Q1 | $6.98K | Buy |
362
+2
| +0.6% | +$39 | ﹤0.01% | 461 |
|
|
2022
Q4 | $6.63K | Buy |
360
+2
| +0.6% | +$37 | ﹤0.01% | 471 |
|
|
2022
Q3 | $5.49K | Buy |
358
+2
| +0.6% | +$31 | ﹤0.01% | 448 |
|
|
2022
Q2 | $7K | Buy |
356
+74
| +26% | +$1.46K | ﹤0.01% | 482 |
|
|
2022
Q1 | $5K | Hold |
282
| – | – | ﹤0.01% | 473 |
|
|
2021
Q4 | $5K | Buy |
282
+281
| +28,100% | +$4.98K | ﹤0.01% | 486 |
|
|
2021
Q3 | $15 | Sell |
1
-233
| -100% | -$3.5K | ﹤0.01% | 531 |
|
|
2021
Q2 | $5.08K | Sell |
234
-3,606
| -94% | -$78.3K | ﹤0.01% | 479 |
|
|
2021
Q1 | $87.8K | Sell |
3,840
-949
| -20% | -$21.7K | 0.01% | 274 |
|
|
2020
Q4 | $104K | Sell |
4,789
-1,926
| -29% | -$41.8K | 0.01% | 255 |
|
|
2020
Q3 | $145K | Sell |
6,715
-617
| -8% | -$13.3K | 0.02% | 170 |
|
|
2020
Q2 | $167K | Sell |
7,332
-980
| -12% | -$22.4K | 0.02% | 155 |
|
|
2020
Q1 | $183K | Sell |
8,312
-2,118
| -20% | -$46.6K | 0.03% | 137 |
|
|
2019
Q4 | $308K | Buy |
10,430
+1,069
| +11% | +$31.6K | 0.04% | 136 |
|
|
2019
Q3 | $267K | Buy |
9,361
+2,589
| +38% | +$73.8K | 0.04% | 131 |
|
|
2019
Q2 | $171K | Sell |
6,772
-175
| -3% | -$4.43K | 0.03% | 153 |
|
|
2019
Q1 | $165K | Buy |
6,947
+1,237
| +22% | +$29.3K | 0.03% | 143 |
|
|
2018
Q4 | $123K | Hold |
5,710
| – | – | 0.02% | 146 |
|
|
2018
Q3 | $144K | Buy |
+5,710
| New | +$144K | 0.03% | 136 |
|
|
2018
Q1 | – | Sell |
-6,979
| Closed | -$204K | – | 115 |
|
|
2017
Q4 | $204K | Buy |
+6,979
| New | +$204K | 0.09% | 112 |
|
|
2017
Q3 | – | Sell |
-29,328
| Closed | -$836K | – | 104 |
|
|
2017
Q2 | $836K | Buy |
+29,328
| New | +$836K | 0.43% | 47 |
|
|
2016
Q4 | – | Sell |
-8,378
| Closed | -$257K | – | 89 |
|
|
2016
Q3 | $257K | Sell |
8,378
-166
| -2% | -$5.09K | 0.18% | 73 |
|
|
2016
Q2 | $278K | Buy |
+8,544
| New | +$278K | 0.19% | 72 |
|
|
2015
Q2 | – | Sell |
-8,493
| Closed | -$210K | – | 90 |
|
|
2015
Q1 | $210K | Buy |
+8,493
| New | +$210K | 0.17% | 89 |
|