Holistic Financial Partners’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 | $432K | Buy |
14,931
+668
| +5% | +$19.3K | 0.19% | 60 |
|
|
2025
Q1 | $403K | Sell |
14,263
-3
| -0% | -$85 | 0.19% | 63 |
|
|
2024
Q4 | $325K | Sell |
14,266
-260
| -2% | -$5.92K | 0.16% | 82 |
|
|
2024
Q3 | $320K | Buy |
14,526
+106
| +0.7% | +$2.33K | 0.15% | 77 |
|
|
2024
Q2 | $276K | Sell |
14,420
-2,970
| -17% | -$56.8K | 0.14% | 86 |
|
|
2024
Q1 | $306K | Buy |
17,390
+743
| +4% | +$13.1K | 0.16% | 80 |
|
|
2023
Q4 | $279K | Buy |
16,647
+1,409
| +9% | +$23.6K | 0.17% | 80 |
|
|
2023
Q3 | $229K | Buy |
15,238
+1,637
| +12% | +$24.6K | 0.15% | 90 |
|
|
2023
Q2 | $217K | Buy |
13,601
+745
| +6% | +$11.9K | 0.15% | 94 |
|
|
2023
Q1 | $247K | Buy |
12,856
+200
| +2% | +$3.85K | 0.19% | 85 |
|
|
2022
Q4 | $233K | Hold |
12,656
| – | – | 0.21% | 81 |
|
|
2022
Q3 | $194K | Hold |
12,656
| – | – | 0.19% | 83 |
|
|
2022
Q2 | $265K | Sell |
12,656
-1,901
| -13% | -$39.8K | 0.25% | 66 |
|
|
2022
Q1 | $260K | Buy |
14,557
+94
| +0.6% | +$1.68K | 0.17% | 86 |
|
|
2021
Q4 | $269K | Buy |
14,463
+124
| +0.9% | +$2.31K | 0.16% | 93 |
|
|
2021
Q3 | $293K | Buy |
14,339
+1,829
| +15% | +$37.4K | 0.18% | 82 |
|
|
2021
Q2 | $272K | Buy |
12,510
+176
| +1% | +$3.83K | 0.16% | 92 |
|
|
2021
Q1 | $282K | Hold |
12,334
| – | – | 0.19% | 80 |
|
|
2020
Q4 | $268K | Buy |
12,334
+646
| +6% | +$14K | 0.18% | 81 |
|
|
2020
Q3 | $253K | Sell |
11,688
-641
| -5% | -$13.9K | 0.2% | 70 |
|
|
2020
Q2 | $282K | Hold |
12,329
| – | – | 0.24% | 52 |
|
|
2020
Q1 | $271K | Buy |
12,329
+323
| +3% | +$7.1K | 0.28% | 47 |
|
|
2019
Q4 | $354K | Hold |
12,006
| – | – | 0.21% | 62 |
|
|
2019
Q3 | $343K | Sell |
12,006
-9,195
| -43% | -$263K | 0.3% | 46 |
|
|
2019
Q2 | $537K | Buy |
21,201
+381
| +2% | +$9.65K | 0.54% | 23 |
|
|
2019
Q1 | $493K | Buy |
20,820
+849
| +4% | +$20.1K | 0.21% | 53 |
|
|
2018
Q4 | $430K | Sell |
19,971
-7
| -0% | -$151 | 0.45% | 31 |
|
|
2018
Q3 | $507K | Buy |
19,978
+335
| +2% | +$8.5K | 0.47% | 33 |
|
|
2018
Q2 | $476K | Buy |
19,643
+1,562
| +9% | +$37.9K | 0.54% | 20 |
|
|
2018
Q1 | $487K | Sell |
18,081
-481
| -3% | -$13K | 0.41% | 28 |
|
|
2017
Q4 | $545K | Buy |
+18,562
| New | +$545K | 0.45% | 26 |
|