KFS
Kelly Financial Services’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $331K | Buy |
11,452
+3,368
| +42% | +$97.5K | 0.1% | 81 |
|
|
2025
Q1 | $229K | Buy |
+8,084
| New | +$229K | 0.08% | 98 |
|
|
2024
Q3 | – | Sell |
-8,524
| Closed | -$163K | – | 688 |
|
|
2024
Q2 | $163K | Sell |
8,524
-1,131
| -12% | -$21.6K | 0.06% | 118 |
|
|
2024
Q1 | $170K | Buy |
9,655
+1,178
| +14% | +$20.7K | 0.07% | 118 |
|
|
2023
Q4 | $142K | Buy |
8,477
+52
| +0.6% | +$873 | 0.06% | 115 |
|
|
2023
Q3 | $127K | Sell |
8,425
-45
| -0.5% | -$676 | 0.06% | 107 |
|
|
2023
Q2 | $135K | Sell |
8,470
-80
| -0.9% | -$1.28K | 0.06% | 102 |
|
|
2023
Q1 | $165K | Buy |
8,550
+579
| +7% | +$11.1K | 0.08% | 86 |
|
|
2022
Q4 | $147K | Buy |
7,971
+31
| +0.4% | +$571 | 0.08% | 96 |
|
|
2022
Q3 | $122K | Sell |
7,940
-190
| -2% | -$2.91K | 0.07% | 99 |
|
|
2022
Q2 | $170K | Buy |
8,130
+32
| +0.4% | +$671 | 0.09% | 85 |
|
|
2022
Q1 | $191K | Buy |
8,098
+47
| +0.6% | +$1.11K | 0.09% | 82 |
|
|
2021
Q4 | $198K | Buy |
8,051
+44
| +0.5% | +$1.08K | 0.09% | 80 |
|
|
2021
Q3 | $216K | Sell |
8,007
-319,906
| -98% | -$8.64M | 0.12% | 62 |
|
|
2021
Q2 | $11.4M | Buy |
327,913
+319,684
| +3,885% | +$11.1M | 0.44% | 20 |
|
|
2021
Q1 | $249K | Buy |
8,229
+35
| +0.4% | +$1.06K | 0.15% | 38 |
|
|
2020
Q4 | $236K | Buy |
8,194
+28
| +0.3% | +$805 | 0.16% | 33 |
|
|
2020
Q3 | $233K | Sell |
8,166
-67
| -0.8% | -$1.91K | 0.17% | 22 |
|
|
2020
Q2 | $249K | Buy |
8,233
+63
| +0.8% | +$1.9K | 0.19% | 23 |
|
|
2020
Q1 | $238K | Sell |
8,170
-806
| -9% | -$23.5K | 0.29% | 16 |
|
|
2019
Q4 | $351K | Buy |
8,976
+205
| +2% | +$8.01K | 0.27% | 17 |
|
|
2019
Q3 | $332K | Buy |
8,771
+555
| +7% | +$21K | 0.3% | 17 |
|
|
2019
Q2 | $275K | Sell |
8,216
-600
| -7% | -$20.1K | 0.25% | 19 |
|
|
2019
Q1 | $276K | Buy |
+8,816
| New | +$276K | 0.31% | 20 |
|