Intellectus 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 | $393K | Sell |
13,567
-711
| -5% | -$20.6K | 0.08% | 213 |
|
|
2025
Q1 | $404K | Sell |
14,278
-356
| -2% | -$10.1K | 0.1% | 206 |
|
|
2024
Q4 | $333K | Buy |
14,634
+750
| +5% | +$17.1K | 0.07% | 216 |
|
|
2024
Q3 | $305K | Sell |
13,884
-746
| -5% | -$16.4K | 0.08% | 223 |
|
|
2024
Q2 | $280K | Sell |
14,630
-1,473
| -9% | -$28.1K | 0.08% | 218 |
|
|
2024
Q1 | $283K | Sell |
16,103
-53
| -0.3% | -$933 | 0.07% | 212 |
|
|
2023
Q4 | $271K | Sell |
16,156
-1,635
| -9% | -$27.4K | 0.08% | 212 |
|
|
2023
Q3 | $267K | Buy |
17,791
+1,760
| +11% | +$26.4K | 0.08% | 214 |
|
|
2023
Q2 | $256K | Buy |
16,031
+1,742
| +12% | +$27.8K | 0.08% | 215 |
|
|
2023
Q1 | $275K | Buy |
14,289
+32
| +0.2% | +$616 | 0.09% | 209 |
|
|
2022
Q4 | $262K | Buy |
14,257
+35
| +0.2% | +$644 | 0.09% | 211 |
|
|
2022
Q3 | $218K | Buy |
14,222
+15
| +0.1% | +$230 | 0.08% | 224 |
|
|
2022
Q2 | $298K | Sell |
14,207
-5,785
| -29% | -$121K | 0.1% | 199 |
|
|
2022
Q1 | $357K | Buy |
19,992
+2,187
| +12% | +$39.1K | 0.11% | 188 |
|
|
2021
Q4 | $331K | Buy |
17,805
+3,338
| +23% | +$62.1K | 0.08% | 209 |
|
|
2021
Q3 | $295K | Sell |
14,467
-384
| -3% | -$7.83K | 0.07% | 226 |
|
|
2021
Q2 | $323K | Buy |
14,851
+1,189
| +9% | +$25.9K | 0.07% | 227 |
|
|
2021
Q1 | $312K | Buy |
13,662
+2,246
| +20% | +$51.3K | 0.09% | 213 |
|
|
2020
Q4 | $248K | Buy |
+11,416
| New | +$248K | 0.07% | 206 |
|
|
2020
Q3 | – | Sell |
-48,110
| Closed | -$1.1M | – | 227 |
|
|
2020
Q2 | $1.1M | Sell |
48,110
-629
| -1% | -$14.4K | 0.43% | 61 |
|
|
2020
Q1 | $1.07M | Sell |
48,739
-9,174
| -16% | -$202K | 0.51% | 48 |
|
|
2019
Q4 | $1.71M | Buy |
57,913
+181
| +0.3% | +$5.34K | 0.7% | 38 |
|
|
2019
Q3 | $1.65M | Buy |
57,732
+7,272
| +14% | +$208K | 0.73% | 38 |
|
|
2019
Q2 | $1.28M | Buy |
50,460
+1,120
| +2% | +$28.3K | 0.55% | 44 |
|
|
2019
Q1 | $1.17M | Buy |
49,340
+8,089
| +20% | +$192K | 0.5% | 48 |
|
|
2018
Q4 | $889K | Sell |
41,251
-34,629
| -46% | -$746K | 0.61% | 43 |
|
|
2018
Q3 | $1.93M | Buy |
75,880
+25,493
| +51% | +$647K | 0.67% | 30 |
|
|
2018
Q2 | $1.22M | Buy |
50,387
+9,322
| +23% | +$226K | 0.45% | 58 |
|
|
2018
Q1 | $1.11M | Sell |
41,065
-1,004
| -2% | -$27K | 0.38% | 68 |
|
|
2017
Q4 | $1.24M | Sell |
42,069
-234
| -0.6% | -$6.87K | 0.46% | 54 |
|
|
2017
Q3 | $1.25M | Buy |
42,303
+573
| +1% | +$17K | 0.52% | 46 |
|
|
2017
Q2 | $1.19M | Buy |
41,730
+4,057
| +11% | +$116K | 0.54% | 43 |
|
|
2017
Q1 | $1.18M | Sell |
37,673
-147
| -0.4% | -$4.61K | 0.6% | 41 |
|
|
2016
Q4 | $1.22M | Buy |
+37,820
| New | +$1.22M | 0.63% | 36 |
|