J.W. Cole Advisors’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 | $17.6M | Buy |
607,679
+109,849
| +22% | +$3.18M | 0.37% | 42 |
|
|
2025
Q1 | $14.1M | Buy |
497,830
+208,292
| +72% | +$5.89M | 0.44% | 36 |
|
|
2024
Q4 | $6.59M | Sell |
289,538
-6,404
| -2% | -$146K | 0.27% | 76 |
|
|
2024
Q3 | $6.51M | Buy |
295,942
+2,554
| +0.9% | +$56.2K | 0.27% | 75 |
|
|
2024
Q2 | $5.61M | Sell |
293,388
-79,336
| -21% | -$1.52M | 0.26% | 79 |
|
|
2024
Q1 | $6.56M | Buy |
372,724
+5,079
| +1% | +$89.4K | 0.33% | 63 |
|
|
2023
Q4 | $6.17M | Buy |
367,645
+112,732
| +44% | +$1.89M | 0.36% | 57 |
|
|
2023
Q3 | $3.83M | Buy |
254,913
+6,899
| +3% | +$104K | 0.28% | 79 |
|
|
2023
Q2 | $3.96M | Sell |
248,014
-16,993
| -6% | -$271K | 0.28% | 84 |
|
|
2023
Q1 | $5.1M | Buy |
265,007
+13,690
| +5% | +$264K | 0.36% | 59 |
|
|
2022
Q4 | $4.63M | Sell |
251,317
-3,115
| -1% | -$57.3K | 0.36% | 68 |
|
|
2022
Q3 | $3.9M | Buy |
254,432
+18,932
| +8% | +$290K | 0.33% | 72 |
|
|
2022
Q2 | $4.94M | Sell |
235,500
-70,964
| -23% | -$1.49M | 0.39% | 52 |
|
|
2022
Q1 | $5.47M | Sell |
306,464
-2,266
| -0.7% | -$40.4K | 0.37% | 57 |
|
|
2021
Q4 | $5.74M | Sell |
308,730
-45,382
| -13% | -$843K | 0.37% | 54 |
|
|
2021
Q3 | $7.23M | Sell |
354,112
-9,502
| -3% | -$194K | 0.52% | 35 |
|
|
2021
Q2 | $7.9M | Sell |
363,614
-1,794
| -0.5% | -$39K | 0.62% | 27 |
|
|
2021
Q1 | $8.35M | Buy |
365,408
+7,827
| +2% | +$179K | 0.81% | 16 |
|
|
2020
Q4 | $7.77M | Sell |
357,581
-390,797
| -52% | -$8.49M | 0.81% | 15 |
|
|
2020
Q3 | $16.1M | Buy |
748,378
+417,157
| +126% | +$8.98M | 1.23% | 9 |
|
|
2020
Q2 | $7.56M | Buy |
331,221
+322,002
| +3,493% | +$7.35M | 1.14% | 14 |
|
|
2020
Q1 | $203K | Sell |
9,219
-333,954
| -97% | -$7.35M | 0.39% | 85 |
|
|
2019
Q4 | $10.1M | Buy |
+343,173
| New | +$10.1M | 1.28% | 5 |
|