Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-11,340
| Closed | -$329K | – | 366 |
|
|
2026
Q1 | $329K | Buy |
+11,340
| New | +$303K | 0.04% | 279 |
|
|
2025
Q4 | – | Sell |
-8,397
| Closed | -$237K | – | 321 |
|
|
2025
Q3 | $237K | Sell |
8,397
-1,018
| -11% | -$28.9K | 0.03% | 282 |
|
|
2025
Q2 | $272K | Buy |
+9,415
| New | +$259K | 0.03% | 268 |
|
|
2025
Q1 | – | Sell |
-45,726
| Closed | -$1.04M | – | 329 |
|
|
2024
Q4 | $1.04M | Buy |
45,726
+382
| +0.8% | +$8.6K | 0.13% | 111 |
|
|
2024
Q3 | $998K | Sell |
45,344
-1,041
| -2% | -$20.7K | 0.12% | 103 |
|
|
2024
Q2 | $880K | Sell |
46,385
-993
| -2% | -$17.3K | 0.1% | 112 |
|
|
2024
Q1 | $829K | Buy |
+47,378
| New | +$809K | 0.1% | 116 |
|
|
2023
Q2 | – | Sell |
-13,656
| Closed | -$240K | – | 184 |
|
|
2023
Q1 | $240K | Buy |
13,656
+1,482
| +12% | +$28.3K | 0.04% | 150 |
|
|
2022
Q4 | $248K | Buy |
12,174
+1,261
| +12% | +$22.6K | 0.04% | 144 |
|
|
2022
Q3 | $163K | Buy |
10,913
+425
| +4% | +$7.73K | 0.03% | 162 |
|
|
2022
Q2 | $189K | Sell |
10,488
-3,108
| -23% | -$62K | 0.03% | 173 |
|
|
2022
Q1 | $201K | Buy |
13,596
+1,071
| +9% | +$19.8K | 0.03% | 177 |
|
|
2021
Q4 | $222K | Sell |
12,525
-14,465
| -54% | -$270K | 0.03% | 167 |
|
|
2021
Q3 | $551K | Buy |
26,990
+825
| +3% | +$17.3K | 0.09% | 104 |
|
|
2021
Q2 | $560K | Buy |
26,165
+3,208
| +14% | +$73K | 0.09% | 101 |
|
|
2021
Q1 | $545K | Sell |
22,957
-3,181
| -12% | -$70.3K | 0.09% | 102 |
|
|
2020
Q4 | $568K | Buy |
26,138
+4,762
| +22% | +$103K | 0.1% | 91 |
|
|
2020
Q3 | $460K | Buy |
21,376
+549
| +3% | +$12.3K | 0.11% | 83 |
|
|
2020
Q2 | $470K | Buy |
20,827
+3,804
| +22% | +$86.6K | 0.14% | 74 |
|
|
2020
Q1 | $361K | Buy |
17,023
+1,363
| +9% | +$37.2K | 0.15% | 62 |
|
|
2019
Q4 | $462K | Buy |
15,660
+24
| +0.2% | +$693 | 0.17% | 57 |
|
|
2019
Q3 | $442K | Buy |
15,636
+4,039
| +35% | +$107K | 0.2% | 55 |
|
|
2019
Q2 | $293K | Sell |
11,597
-1,812
| -14% | -$43.5K | 0.15% | 48 |
|
|
2019
Q1 | $324K | Buy |
+13,409
| New | +$308K | 0.16% | 44 |
|
Other funds holding T
INVST's T Position: Q2 2026 in Review
INVST sold out of AT&T (T) in Q2 2026, closing a stake of 11,340 shares — an estimated $329K sold.
INVST first reported a position in T in Q1 2019 and held it in 24 quarters. The position peaked at $1.04M in Q4 2024. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.
- INVST reported no remaining AT&T position as of Q2 2026 after selling out during the quarter.
- INVST sold 11,340 AT&T shares in Q2 2026, an estimated $329K.
- INVST first reported a position in AT&T in Q1 2019 and held it in 24 quarters.
- INVST's AT&T position peaked at $1.04M in Q4 2024.
- 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.
Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.