IAA
Independent Advisor Alliance’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.86M | Sell |
271,729
-20,414
| -7% | -$591K | 0.23% | 75 |
|
|
2025
Q1 | $8.26M | Buy |
292,143
+77,635
| +36% | +$2.2M | 0.27% | 63 |
|
|
2024
Q4 | $4.88M | Buy |
214,508
+32,636
| +18% | +$743K | 0.06% | 276 |
|
|
2024
Q3 | $4M | Buy |
+181,872
| New | +$4M | 0.15% | 122 |
|
|
2024
Q2 | – | Sell |
-196,501
| Closed | -$3.46M | – | 747 |
|
|
2024
Q1 | $3.46M | Sell |
196,501
-39,972
| -17% | -$704K | 0.12% | 144 |
|
|
2023
Q4 | $3.97M | Sell |
236,473
-17,100
| -7% | -$287K | 0.14% | 123 |
|
|
2023
Q3 | $3.81M | Sell |
253,573
-6,670
| -3% | -$100K | 0.17% | 109 |
|
|
2023
Q2 | $4.15M | Sell |
260,243
-25,684
| -9% | -$410K | 0.18% | 103 |
|
|
2023
Q1 | $5.5M | Sell |
285,927
-11,654
| -4% | -$224K | 0.27% | 77 |
|
|
2022
Q4 | $5.48K | Sell |
297,581
-19,254
| -6% | -$354 | ﹤0.01% | 189 |
|
|
2022
Q3 | $4.86M | Buy |
316,835
+42,579
| +16% | +$653K | 0.28% | 84 |
|
|
2022
Q2 | $5.75M | Sell |
274,256
-108,645
| -28% | -$2.28M | 0.32% | 71 |
|
|
2022
Q1 | $9.05M | Buy |
382,901
+95,136
| +33% | +$2.25M | 0.44% | 55 |
|
|
2021
Q4 | $7.08M | Sell |
287,765
-8,635
| -3% | -$212K | 0.35% | 72 |
|
|
2021
Q3 | $8.01M | Sell |
296,400
-1,581
| -0.5% | -$42.7K | 0.45% | 60 |
|
|
2021
Q2 | $8.58M | Sell |
297,981
-35,896
| -11% | -$1.03M | 0.47% | 54 |
|
|
2021
Q1 | $10.1M | Sell |
333,877
-2,534
| -0.8% | -$76.7K | 0.6% | 41 |
|
|
2020
Q4 | $9.68M | Sell |
336,411
-147,444
| -30% | -$4.24M | 0.66% | 34 |
|
|
2020
Q3 | $13.8M | Buy |
483,855
+177,862
| +58% | +$5.07M | 1.05% | 15 |
|
|
2020
Q2 | $9.25M | Sell |
305,993
-4,607
| -1% | -$139K | 0.99% | 20 |
|
|
2020
Q1 | $9.05M | Sell |
310,600
-41,746
| -12% | -$1.22M | 1.32% | 16 |
|
|
2019
Q4 | $13.8M | Buy |
352,346
+3,176
| +0.9% | +$124K | 0.6% | 28 |
|
|
2019
Q3 | $13.3M | Buy |
349,170
+13,422
| +4% | +$510K | 1.62% | 10 |
|
|
2019
Q2 | $10.2M | Buy |
335,748
+28,367
| +9% | +$863K | 1.48% | 14 |
|
|
2019
Q1 | $9.64M | Buy |
307,381
+28,318
| +10% | +$888K | 1.36% | 14 |
|
|
2018
Q4 | $7.98M | Buy |
279,063
+78,024
| +39% | +$2.23M | 1.41% | 14 |
|
|
2018
Q3 | $6.27M | Buy |
201,039
+953
| +0.5% | +$29.7K | 1.13% | 15 |
|
|
2018
Q2 | $5.97M | Buy |
200,086
+35,806
| +22% | +$1.07M | 1.24% | 14 |
|
|
2018
Q1 | $5.77M | Sell |
164,280
-11,130
| -6% | -$391K | 1.29% | 12 |
|
|
2017
Q4 | $6.71M | Buy |
175,410
+8,022
| +5% | +$307K | 1.5% | 11 |
|
|
2017
Q3 | $6.41M | Buy |
167,388
+721
| +0.4% | +$27.6K | 1.76% | 9 |
|
|
2017
Q2 | $5.86M | Buy |
166,667
+2,762
| +2% | +$97.1K | 1.87% | 7 |
|
|
2017
Q1 | $6.8M | Buy |
163,905
+23,461
| +17% | +$974K | 1.08% | 21 |
|
|
2016
Q4 | $5.82M | Buy |
+140,444
| New | +$5.82M | 2.5% | 5 |
|