JNBA Financial 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 | $149K | Sell |
5,143
-281
| -5% | -$8.13K | 0.01% | 188 |
|
|
2025
Q1 | $153K | Buy |
5,424
+33
| +0.6% | +$933 | 0.02% | 186 |
|
|
2024
Q4 | $123K | Sell |
5,391
-247
| -4% | -$5.62K | 0.01% | 200 |
|
|
2024
Q3 | $124K | Buy |
5,638
+863
| +18% | +$19K | 0.01% | 207 |
|
|
2024
Q2 | $91.3K | Hold |
4,775
| – | – | 0.01% | 234 |
|
|
2024
Q1 | $84K | Hold |
4,775
| – | – | 0.01% | 250 |
|
|
2023
Q4 | $80.1K | Sell |
4,775
-2,244
| -32% | -$37.7K | 0.01% | 246 |
|
|
2023
Q3 | $105K | Buy |
7,019
+2,549
| +57% | +$38.3K | 0.01% | 221 |
|
|
2023
Q2 | $71.3K | Hold |
4,470
| – | – | 0.01% | 256 |
|
|
2023
Q1 | $86K | Hold |
4,470
| – | – | 0.01% | 242 |
|
|
2022
Q4 | $82.3K | Hold |
4,470
| – | – | 0.01% | 242 |
|
|
2022
Q3 | $69K | Sell |
4,470
-600
| -12% | -$9.26K | 0.01% | 252 |
|
|
2022
Q2 | $106K | Sell |
5,070
-848
| -14% | -$17.7K | 0.02% | 216 |
|
|
2022
Q1 | $106K | Sell |
5,918
-29
| -0.5% | -$519 | 0.01% | 225 |
|
|
2021
Q4 | $111K | Buy |
5,947
+86
| +1% | +$1.61K | 0.01% | 227 |
|
|
2021
Q3 | $120K | Sell |
5,861
-684
| -10% | -$14K | 0.02% | 219 |
|
|
2021
Q2 | $142K | Buy |
6,545
+498
| +8% | +$10.8K | 0.02% | 210 |
|
|
2021
Q1 | $138K | Buy |
6,047
+1,324
| +28% | +$30.2K | 0.02% | 205 |
|
|
2020
Q4 | $103K | Buy |
4,723
+325
| +7% | +$7.09K | 0.02% | 209 |
|
|
2020
Q3 | $95K | Hold |
4,398
| – | – | 0.02% | 197 |
|
|
2020
Q2 | $100K | Sell |
4,398
-190
| -4% | -$4.32K | 0.02% | 184 |
|
|
2020
Q1 | $101K | Sell |
4,588
-394
| -8% | -$8.67K | 0.02% | 176 |
|
|
2019
Q4 | $147K | Buy |
4,982
+51
| +1% | +$1.51K | 0.03% | 161 |
|
|
2019
Q3 | $141K | Sell |
4,931
-932
| -16% | -$26.7K | 0.03% | 159 |
|
|
2019
Q2 | $148K | Buy |
5,863
+261
| +5% | +$6.59K | 0.03% | 160 |
|
|
2019
Q1 | $133K | Sell |
5,602
-352
| -6% | -$8.36K | 0.03% | 161 |
|
|
2018
Q4 | $128K | Sell |
5,954
-185,111
| -97% | -$3.98M | 0.03% | 149 |
|
|
2018
Q3 | $4.85M | Buy |
191,065
+181,976
| +2,002% | +$4.62M | 2.17% | 5 |
|
|
2018
Q2 | $220K | Buy |
9,089
+1,011
| +13% | +$24.5K | 0.05% | 122 |
|
|
2018
Q1 | $218K | Buy |
8,078
+1,887
| +30% | +$50.9K | 0.05% | 119 |
|
|
2017
Q4 | $182K | Sell |
6,191
-662
| -10% | -$19.5K | 0.04% | 131 |
|
|
2017
Q3 | $203K | Buy |
6,853
+662
| +11% | +$19.6K | 0.05% | 118 |
|
|
2017
Q2 | $176K | Hold |
6,191
| – | – | 0.04% | 127 |
|
|
2017
Q1 | $194K | Buy |
6,191
+388
| +7% | +$12.2K | 0.05% | 118 |
|
|
2016
Q4 | $186K | Sell |
5,803
-87,626
| -94% | -$2.81M | 0.05% | 117 |
|
|
2016
Q3 | $2.87M | Buy |
93,429
+88,329
| +1,732% | +$2.71M | 0.42% | 23 |
|
|
2016
Q2 | $166K | Buy |
5,100
+315
| +7% | +$10.3K | 0.05% | 130 |
|
|
2016
Q1 | $142K | Sell |
4,785
-236
| -5% | -$7K | 0.05% | 125 |
|
|
2015
Q4 | $130K | Hold |
5,021
| – | – | 0.05% | 132 |
|
|
2015
Q3 | $124K | Sell |
5,021
-652
| -11% | -$16.1K | 0.05% | 124 |
|
|
2015
Q2 | $152K | Sell |
5,673
-861
| -13% | -$23.1K | 0.06% | 106 |
|
|
2015
Q1 | $161K | Sell |
6,534
-662
| -9% | -$16.3K | 0.06% | 105 |
|
|
2014
Q4 | $183K | Sell |
7,196
-60
| -0.8% | -$1.53K | 0.07% | 100 |
|
|
2014
Q3 | $193K | Buy |
7,256
+259
| +4% | +$6.89K | 0.09% | 93 |
|
|
2014
Q2 | $187K | Hold |
6,997
| – | – | 0.09% | 94 |
|
|
2014
Q1 | $185K | Buy |
6,997
+2,383
| +52% | +$63K | 0.1% | 90 |
|
|
2013
Q4 | $123K | Hold |
4,614
| – | – | 0.07% | 103 |
|
|
2013
Q3 | $118K | Sell |
4,614
-97
| -2% | -$2.48K | 0.07% | 104 |
|
|
2013
Q2 | $126K | Buy |
+4,711
| New | +$126K | 0.09% | 100 |
|