Howe & Rusling’s AT&T T Stock Holding History

Howe & Rusling’s Portfolio T Stock Details T Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$220K	Sell	7,590 -4,055	-35%	-$117K	0.02%	273
2025 Q1	$329K	Buy	11,645 +970	+9%	+$27.4K	0.03%	203
2024 Q4	$243K	Buy	+10,675	New	+$243K	0.02%	229
2023 Q1	–	Sell	-13,035	Closed	-$240K	–	340
2022 Q4	$240K	Buy	13,035 +419	+3%	+$7.71K	0.03%	192
2022 Q3	$194K	Buy	12,616 +1,477	+13%	+$22.7K	0.03%	204
2022 Q2	$233K	Buy	11,139 +599	+6%	+$12.5K	0.03%	185
2022 Q1	$249K	Buy	10,540 +135	+1%	+$3.19K	0.03%	183
2021 Q4	$256K	Sell	10,405 -1,161	-10%	-$28.6K	0.03%	182
2021 Q3	$312K	Sell	11,566 -111,403	-91%	-$3.01M	0.04%	154
2021 Q2	$3.54M	Sell	122,969 -146,688	-54%	-$4.22M	0.45%	68
2021 Q1	$8.16M	Sell	269,657 -6,094	-2%	-$184K	1.11%	32
2020 Q4	$7.93M	Buy	275,751 +28,836	+12%	+$829K	1.21%	27
2020 Q3	$7.04M	Buy	246,915 +235,747	+2,111%	+$6.72M	1.21%	25
2020 Q2	$338K	Sell	11,168 -1,601	-13%	-$48.5K	0.06%	107
2020 Q1	$372K	Sell	12,769 -31,481	-71%	-$917K	0.08%	115
2019 Q4	$1.73M	Sell	44,250 -137,974	-76%	-$5.39M	0.29%	75
2019 Q3	$6.9M	Buy	182,224 +2,441	+1%	+$92.4K	1.21%	25
2019 Q2	$6.03M	Buy	179,783 +5,538	+3%	+$186K	1.04%	31
2019 Q1	$5.46M	Buy	174,245 +39,652	+29%	+$1.24M	0.95%	37
2018 Q4	$3.84M	Sell	134,593 -47,373	-26%	-$1.35M	0.81%	40
2018 Q3	$6.11M	Buy	181,966 +8,721	+5%	+$293K	1.02%	40
2018 Q2	$5.56M	Buy	173,245 +85,082	+97%	+$2.73M	1.01%	39
2018 Q1	$3.14M	Sell	88,163 -40,571	-32%	-$1.45M	0.57%	59
2017 Q4	$5.01M	Sell	128,734 -81,007	-39%	-$3.15M	0.91%	42
2017 Q3	$8.22M	Buy	209,741 +3,845	+2%	+$151K	1.52%	17
2017 Q2	$7.77M	Sell	205,896 -51,652	-20%	-$1.95M	1.58%	16
2017 Q1	$10.7M	Sell	257,548 -7,280	-3%	-$302K	2.14%	8
2016 Q4	$11.3M	Sell	264,828 -8,299	-3%	-$353K	2.47%	4
2016 Q3	$11.1M	Buy	273,127 +5,206	+2%	+$211K	2.39%	4
2016 Q2	$11.6M	Buy	267,921 +110,126	+70%	+$4.76M	2.55%	3
2016 Q1	$6.18M	Buy	157,795 +5,238	+3%	+$205K	1.39%	17
2015 Q4	$5.25M	Buy	152,557 +2,884	+2%	+$99.2K	1.2%	33
2015 Q3	$4.88M	Buy	149,673 +7,596	+5%	+$247K	1.21%	34
2015 Q2	$5.05M	Buy	142,077 +105,258	+286%	+$3.74M	1.1%	37
2015 Q1	$1.2M	Sell	36,819 -3,611	-9%	-$118K	0.27%	76
2014 Q4	$1.36M	Buy	40,430 +395	+1%	+$13.3K	0.33%	75
2014 Q3	$1.41M	Sell	40,035 -6,143	-13%	-$217K	0.33%	73
2014 Q2	$1.63M	Sell	46,178 -1,316	-3%	-$46.5K	0.37%	70
2014 Q1	$1.67M	Buy	47,494 +4,508	+10%	+$158K	0.41%	59
2013 Q4	$1.51M	Buy	42,986 +9,283	+28%	+$326K	0.38%	64
2013 Q3	$1.15M	Sell	33,703 -12,356	-27%	-$420K	0.42%	65
2013 Q2	$1.63M	Buy	+46,059	New	+$1.63M	0.45%	56