Jackson Grant Investment Advisers’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 | $267K | Buy |
9,221
+39
| +0.4% | +$1.13K | 0.1% | 90 |
|
|
2025
Q1 | $260K | Buy |
9,182
+44
| +0.5% | +$1.24K | 0.1% | 89 |
|
|
2024
Q4 | $208K | Buy |
9,138
+48
| +0.5% | +$1.09K | 0.08% | 103 |
|
|
2024
Q3 | $200K | Sell |
9,090
-11,962
| -57% | -$263K | 0.07% | 103 |
|
|
2024
Q2 | $402K | Buy |
21,052
+60
| +0.3% | +$1.15K | 0.16% | 71 |
|
|
2024
Q1 | $369K | Buy |
20,992
+58
| +0.3% | +$1.02K | 0.15% | 74 |
|
|
2023
Q4 | $351K | Sell |
20,934
-792
| -4% | -$13.3K | 0.16% | 76 |
|
|
2023
Q3 | $326K | Sell |
21,726
-291
| -1% | -$4.37K | 0.16% | 76 |
|
|
2023
Q2 | $351K | Sell |
22,017
-2,242
| -9% | -$35.8K | 0.16% | 75 |
|
|
2023
Q1 | $467K | Sell |
24,259
-38
| -0.2% | -$732 | 0.22% | 64 |
|
|
2022
Q4 | $447K | Sell |
24,297
-2,566
| -10% | -$47.2K | 0.22% | 65 |
|
|
2022
Q3 | $412K | Sell |
26,863
-425
| -2% | -$6.52K | 0.22% | 64 |
|
|
2022
Q2 | $572K | Sell |
27,288
-10,609
| -28% | -$222K | 0.28% | 54 |
|
|
2022
Q1 | $676K | Sell |
37,897
-8,575
| -18% | -$153K | 0.28% | 52 |
|
|
2021
Q4 | $863K | Sell |
46,472
-4,531
| -9% | -$84.1K | 0.44% | 35 |
|
|
2021
Q3 | $1.04M | Sell |
51,003
-1,104
| -2% | -$22.5K | 0.46% | 37 |
|
|
2021
Q2 | $1.13M | Sell |
52,107
-211
| -0.4% | -$4.59K | 0.5% | 32 |
|
|
2021
Q1 | $1.2M | Buy |
52,318
+1,435
| +3% | +$32.8K | 0.55% | 31 |
|
|
2020
Q4 | $1.11M | Sell |
50,883
-3,565
| -7% | -$77.4K | 0.56% | 31 |
|
|
2020
Q3 | $1.17M | Sell |
54,448
-1,453
| -3% | -$31.3K | 0.7% | 24 |
|
|
2020
Q2 | $1.28M | Sell |
55,901
-2,617
| -4% | -$59.7K | 0.81% | 21 |
|
|
2020
Q1 | $1.29M | Sell |
58,518
-1,198
| -2% | -$26.4K | 0.95% | 18 |
|
|
2019
Q4 | $1.76M | Buy |
59,716
+463
| +0.8% | +$13.7K | 0.95% | 19 |
|
|
2019
Q3 | $1.69M | Buy |
59,253
+479
| +0.8% | +$13.7K | 0.96% | 19 |
|
|
2019
Q2 | $1.49M | Sell |
58,774
-723
| -1% | -$18.3K | 0.87% | 21 |
|
|
2019
Q1 | $1.41M | Sell |
59,497
-884
| -1% | -$20.9K | 0.85% | 22 |
|
|
2018
Q4 | $1.3M | Sell |
60,381
-10,898
| -15% | -$235K | 0.92% | 21 |
|
|
2018
Q3 | $1.81M | Buy |
71,279
+5,920
| +9% | +$150K | 1.13% | 19 |
|
|
2018
Q2 | $1.59M | Sell |
65,359
-3,778
| -5% | -$91.6K | 1.09% | 18 |
|
|
2018
Q1 | $1.86M | Buy |
69,137
+278
| +0.4% | +$7.49K | 1.3% | 15 |
|
|
2017
Q4 | $2.02M | Sell |
68,859
-5,747
| -8% | -$169K | 1.37% | 15 |
|
|
2017
Q3 | $2.21M | Buy |
74,606
+5,574
| +8% | +$165K | 1.6% | 15 |
|
|
2017
Q2 | $1.97M | Sell |
69,032
-600
| -0.9% | -$17.1K | 1.53% | 14 |
|
|
2017
Q1 | $2.19M | Buy |
69,632
+207
| +0.3% | +$6.5K | 1.75% | 12 |
|
|
2016
Q4 | $2.23M | Buy |
69,425
+3,857
| +6% | +$124K | 1.9% | 12 |
|
|
2016
Q3 | $2.01M | Buy |
+65,568
| New | +$2.01M | 1.66% | 12 |
|
|
2016
Q2 | – | Sell |
-62,157
| Closed | -$1.84M | – | 170 |
|
|
2016
Q1 | $1.84M | Buy |
62,157
+17,607
| +40% | +$521K | 1.68% | 12 |
|
|
2015
Q4 | $1.16M | Buy |
+44,550
| New | +$1.16M | 1.1% | 19 |
|