Hoertkorn Richard Charles’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 | $116K | Hold |
4,000
| – | – | 0.05% | 46 |
|
|
2025
Q1 | $113K | Hold |
4,000
| – | – | 0.05% | 46 |
|
|
2024
Q4 | $91.1K | Hold |
4,000
| – | – | 0.04% | 51 |
|
|
2024
Q3 | $88K | Sell |
4,000
-153
| -4% | -$3.37K | 0.04% | 53 |
|
|
2024
Q2 | $79.4K | Hold |
4,153
| – | – | 0.03% | 54 |
|
|
2024
Q1 | $73.1K | Hold |
4,153
| – | – | 0.03% | 54 |
|
|
2023
Q4 | $69.7K | Hold |
4,153
| – | – | 0.03% | 54 |
|
|
2023
Q3 | $62.4K | Hold |
4,153
| – | – | 0.03% | 54 |
|
|
2023
Q2 | $66.2K | Hold |
4,153
| – | – | 0.03% | 54 |
|
|
2023
Q1 | $79.9K | Hold |
4,153
| – | – | 0.04% | 55 |
|
|
2022
Q4 | $76.5K | Sell |
4,153
-100
| -2% | -$1.84K | 0.04% | 53 |
|
|
2022
Q3 | $65K | Sell |
4,253
-11,681
| -73% | -$179K | 0.04% | 52 |
|
|
2022
Q2 | $334K | Sell |
15,934
-6,487
| -29% | -$136K | 0.18% | 39 |
|
|
2022
Q1 | $400K | Hold |
22,421
| – | – | 0.18% | 38 |
|
|
2021
Q4 | $417K | Hold |
22,421
| – | – | 0.17% | 40 |
|
|
2021
Q3 | $457K | Hold |
22,421
| – | – | 0.21% | 39 |
|
|
2021
Q2 | $488K | Sell |
22,421
-87
| -0.4% | -$1.89K | 0.22% | 39 |
|
|
2021
Q1 | $515K | Sell |
22,508
-662
| -3% | -$15.1K | 0.25% | 37 |
|
|
2020
Q4 | $503K | Buy |
23,170
+5,561
| +32% | +$121K | 0.28% | 36 |
|
|
2020
Q3 | $379K | Buy |
17,609
+2,383
| +16% | +$51.3K | 0.25% | 39 |
|
|
2020
Q2 | $347K | Buy |
15,226
+4,237
| +39% | +$96.6K | 0.24% | 39 |
|
|
2020
Q1 | $242K | Buy |
10,989
+397
| +4% | +$8.74K | 0.2% | 41 |
|
|
2019
Q4 | $313K | Hold |
10,592
| – | – | 0.19% | 41 |
|
|
2019
Q3 | $303K | Hold |
10,592
| – | – | 0.2% | 41 |
|
|
2019
Q2 | $268K | Hold |
10,592
| – | – | 0.18% | 41 |
|
|
2019
Q1 | $251K | Buy |
10,592
+3,972
| +60% | +$94.1K | 0.17% | 42 |
|
|
2018
Q4 | $143K | Hold |
6,620
| – | – | 0.1% | 49 |
|
|
2018
Q3 | $168K | Buy |
6,620
+2,648
| +67% | +$67.2K | 0.1% | 49 |
|
|
2018
Q2 | $96K | Hold |
3,972
| – | – | 0.06% | 58 |
|
|
2018
Q1 | $107K | Hold |
3,972
| – | – | 0.07% | 54 |
|
|
2017
Q4 | $117K | Sell |
3,972
-19,595
| -83% | -$577K | 0.07% | 52 |
|
|
2017
Q3 | $697K | Sell |
23,567
-5,495
| -19% | -$163K | 0.44% | 41 |
|
|
2017
Q2 | $828K | Sell |
29,062
-1,986
| -6% | -$56.6K | 0.55% | 41 |
|
|
2017
Q1 | $974K | Sell |
31,048
-7,944
| -20% | -$249K | 0.65% | 40 |
|
|
2016
Q4 | $1.25M | Sell |
38,992
-662
| -2% | -$21.3K | 0.87% | 37 |
|
|
2016
Q3 | $1.22M | Sell |
39,654
-8,672
| -18% | -$266K | 0.95% | 35 |
|
|
2016
Q2 | $1.58M | Sell |
48,326
-662
| -1% | -$21.6K | 1.26% | 29 |
|
|
2016
Q1 | $1.45M | Sell |
48,988
-2,516
| -5% | -$74.4K | 1.16% | 31 |
|
|
2015
Q4 | $1.34M | Sell |
51,504
-9,003
| -15% | -$234K | 1% | 33 |
|
|
2015
Q3 | $1.49M | Sell |
60,507
-9,930
| -14% | -$244K | 1.17% | 31 |
|
|
2015
Q2 | $1.89M | Buy |
70,437
+397
| +0.6% | +$10.7K | 1.41% | 26 |
|
|
2015
Q1 | $1.73M | Sell |
70,040
-6,752
| -9% | -$166K | 1.29% | 29 |
|
|
2014
Q4 | $1.95M | Buy |
+76,792
| New | +$1.95M | 1.38% | 28 |
|
|
2014
Q3 | – | Sell |
-94,004
| Closed | -$2.51M | – | 98 |
|
|
2014
Q2 | $2.51M | Sell |
94,004
-2,317
| -2% | -$61.9K | 1.87% | 22 |
|
|
2014
Q1 | $2.55M | Sell |
96,321
-1,986
| -2% | -$52.6K | 2% | 20 |
|
|
2013
Q4 | $2.61M | Buy |
+98,307
| New | +$2.61M | 2.02% | 20 |
|