KFA
Kelleher Financial Advisors’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $768K | Buy |
26,529
+2,686
| +11% | +$77.7K | 0.27% | 55 |
|
|
2025
Q1 | $673K | Buy |
23,843
+2,212
| +10% | +$62.5K | 0.27% | 55 |
|
|
2024
Q4 | $493K | Buy |
21,631
+178
| +0.8% | +$4.05K | 0.19% | 75 |
|
|
2024
Q3 | $472K | Sell |
21,453
-61
| -0.3% | -$1.34K | 0.18% | 73 |
|
|
2024
Q2 | $411K | Sell |
21,514
-1,382
| -6% | -$26.4K | 0.17% | 82 |
|
|
2024
Q1 | $403K | Buy |
22,896
+1,332
| +6% | +$23.4K | 0.17% | 84 |
|
|
2023
Q4 | $362K | Sell |
21,564
-9,402
| -30% | -$158K | 0.17% | 75 |
|
|
2023
Q3 | $465K | Sell |
30,966
-6,095
| -16% | -$91.5K | 0.24% | 61 |
|
|
2023
Q2 | $591K | Buy |
37,061
+246
| +0.7% | +$3.92K | 0.34% | 54 |
|
|
2023
Q1 | $709K | Buy |
36,815
+836
| +2% | +$16.1K | 0.47% | 41 |
|
|
2022
Q4 | $662K | Sell |
35,979
-2,278
| -6% | -$41.9K | 0.5% | 40 |
|
|
2022
Q3 | $586K | Buy |
38,257
+1,280
| +3% | +$19.6K | 0.42% | 52 |
|
|
2022
Q2 | $775K | Buy |
36,977
+1,938
| +6% | +$40.6K | 0.35% | 48 |
|
|
2022
Q1 | $828K | Buy |
35,039
+1,741
| +5% | +$41.1K | 0.46% | 42 |
|
|
2021
Q4 | $818K | Sell |
33,298
-54,218
| -62% | -$1.33M | 0.43% | 47 |
|
|
2021
Q3 | $2.36M | Buy |
87,516
+19,272
| +28% | +$520K | 1.04% | 15 |
|
|
2021
Q2 | $1.96M | Buy |
68,244
+28,712
| +73% | +$826K | 1.1% | 15 |
|
|
2021
Q1 | $1.2M | Buy |
39,532
+13,245
| +50% | +$401K | 0.77% | 25 |
|
|
2020
Q4 | $756K | Buy |
26,287
+3,784
| +17% | +$109K | 0.57% | 37 |
|
|
2020
Q3 | $641K | Buy |
22,503
+15,118
| +205% | +$431K | 0.53% | 42 |
|
|
2020
Q2 | $223K | Buy |
7,385
+145
| +2% | +$4.38K | 0.21% | 84 |
|
|
2020
Q1 | $211K | Buy |
+7,240
| New | +$211K | 0.25% | 77 |
|
|
2018
Q4 | – | Sell |
-20,707
| Closed | -$695K | – | 89 |
|
|
2018
Q3 | $695K | Sell |
20,707
-914
| -4% | -$30.7K | 0.9% | 26 |
|
|
2018
Q2 | $694K | Buy |
21,621
+3,797
| +21% | +$122K | 0.99% | 27 |
|
|
2018
Q1 | $635K | Sell |
17,824
-3,994
| -18% | -$142K | 0.87% | 29 |
|
|
2017
Q4 | $848K | Buy |
21,818
+3,994
| +22% | +$155K | 1.34% | 21 |
|
|
2017
Q3 | $698K | Hold |
17,824
| – | – | 1.47% | 18 |
|
|
2017
Q2 | $672K | Sell |
17,824
-3,000
| -14% | -$113K | 1.3% | 18 |
|
|
2017
Q1 | $865K | Sell |
20,824
-11,330
| -35% | -$471K | 1.85% | 12 |
|
|
2016
Q4 | $1.37M | Buy |
32,154
+20,000
| +165% | +$850K | 0.76% | 40 |
|
|
2016
Q3 | $493K | Buy |
12,154
+150
| +1% | +$6.08K | 0.28% | 74 |
|
|
2016
Q2 | $518K | Sell |
12,004
-12,039
| -50% | -$520K | 0.31% | 67 |
|
|
2016
Q1 | $941K | Buy |
24,043
+12,439
| +107% | +$487K | 0.52% | 49 |
|
|
2015
Q4 | $399K | Hold |
11,604
| – | – | 0.27% | 76 |
|
|
2015
Q3 | $378K | Buy |
11,604
+1,564
| +16% | +$50.9K | 0.25% | 78 |
|
|
2015
Q2 | $356K | Sell |
10,040
-597
| -6% | -$21.2K | 0.2% | 83 |
|
|
2015
Q1 | $347K | Buy |
10,637
+198
| +2% | +$6.46K | 0.19% | 87 |
|
|
2014
Q4 | $350K | Hold |
10,439
| – | – | 0.19% | 78 |
|
|
2014
Q3 | $364K | Sell |
10,439
-320
| -3% | -$11.2K | 0.2% | 78 |
|
|
2014
Q2 | $380K | Hold |
10,759
| – | – | 0.2% | 74 |
|
|
2014
Q1 | $377K | Sell |
10,759
-650
| -6% | -$22.8K | 0.2% | 75 |
|
|
2013
Q4 | $401K | Sell |
11,409
-15
| -0.1% | -$527 | 0.21% | 73 |
|
|
2013
Q3 | $386K | Sell |
11,424
-250
| -2% | -$8.45K | 0.22% | 69 |
|
|
2013
Q2 | $413K | Buy |
+11,674
| New | +$413K | 0.25% | 67 |
|