Heron Financial Group’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $392K | Sell |
24,598
-680
| -3% | -$10.8K | 0.21% | 95 |
|
|
2023
Q1 | $487K | Buy |
25,278
+5,390
| +27% | +$104K | 0.27% | 80 |
|
|
2022
Q4 | $382K | Sell |
19,888
-675
| -3% | -$13K | 0.26% | 77 |
|
|
2022
Q3 | $315K | Buy |
20,563
+640
| +3% | +$9.8K | 0.19% | 92 |
|
|
2022
Q2 | $418K | Sell |
19,923
-8,123
| -29% | -$170K | 0.25% | 85 |
|
|
2022
Q1 | $501K | Sell |
28,046
-239
| -0.8% | -$4.27K | 0.26% | 80 |
|
|
2021
Q4 | $522K | Sell |
28,285
-1,191
| -4% | -$22K | 0.28% | 81 |
|
|
2021
Q3 | $601K | Sell |
29,476
-927
| -3% | -$18.9K | 0.33% | 68 |
|
|
2021
Q2 | $661K | Buy |
30,403
+4,340
| +17% | +$94.4K | 0.38% | 60 |
|
|
2021
Q1 | $600K | Sell |
26,063
-7,982
| -23% | -$184K | 0.36% | 64 |
|
|
2020
Q4 | $769K | Sell |
34,045
-6,164
| -15% | -$139K | 0.53% | 46 |
|
|
2020
Q3 | $871K | Buy |
40,209
+12,596
| +46% | +$273K | 0.7% | 38 |
|
|
2020
Q2 | $628K | Buy |
27,613
+1,267
| +5% | +$28.8K | 0.56% | 45 |
|
|
2020
Q1 | $619K | Sell |
26,346
-627
| -2% | -$14.7K | 0.64% | 42 |
|
|
2019
Q4 | $778K | Buy |
+26,973
| New | +$778K | 0.64% | 41 |
|