Kelly Lawrence W & Associates’s AT&T T Stock Holding History

Kelly Lawrence W & Associates’s Portfolio T Stock Details T Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$524K	Hold	18,106	–	–	0.14%	54
2025 Q1	$512K	Hold	18,106	–	–	0.12%	55
2024 Q4	$412K	Sell	18,106 -1,000	-5%	-$22.8K	0.1%	63
2024 Q3	$420K	Sell	19,106 -1,096	-5%	-$24.1K	0.09%	64
2024 Q2	$386K	Buy	20,202 +2,000	+11%	+$38.2K	0.09%	63
2024 Q1	$320K	Sell	18,202 -95	-0.5%	-$1.67K	0.07%	65
2023 Q4	$307K	Hold	18,297	–	–	0.07%	66
2023 Q3	$275K	Sell	18,297 -7,600	-29%	-$114K	0.07%	66
2023 Q2	$409K	Sell	25,897 -2,100	-8%	-$33.1K	0.11%	64
2023 Q1	$539K	Buy	27,997 +2,500	+10%	+$48.1K	0.15%	53
2022 Q4	$469K	Hold	25,497	–	–	0.13%	57
2022 Q3	$391K	Buy	25,497 +1,355	+6%	+$20.8K	0.11%	67
2022 Q2	$506K	Sell	24,142 -5,174	-18%	-$108K	0.14%	58
2022 Q1	$523K	Buy	29,316 +4,079	+16%	+$72.8K	0.11%	56
2021 Q4	$469K	Sell	25,237 -6,595	-21%	-$123K	0.09%	56
2021 Q3	$649K	Buy	31,832 +108	+0.3%	+$2.2K	0.14%	52
2021 Q2	$690K	Sell	31,724 -108	-0.3%	-$2.35K	0.15%	52
2021 Q1	$727K	Buy	31,832 +31,559	+11,560%	+$721K	0.17%	51
2020 Q4	$6K	Sell	273 -12,313	-98%	-$271K	﹤0.01%	93
2020 Q3	$271K	Hold	12,586	–	–	0.08%	55
2020 Q2	$287K	Sell	12,586 -1,854	-13%	-$42.3K	0.06%	55
2020 Q1	$318K	Hold	14,440	–	–	0.08%	56
2019 Q4	$426K	Sell	14,440 -2,250	-13%	-$66.4K	0.07%	64
2019 Q3	$477K	Hold	16,690	–	–	0.08%	60
2019 Q2	$423K	Hold	16,690	–	–	0.07%	61
2019 Q1	$396K	Sell	16,690 -3,972	-19%	-$94.2K	0.07%	65
2018 Q4	$445K	Sell	20,662 -10,592	-34%	-$228K	0.1%	60
2018 Q3	$792K	Buy	31,254 +10,592	+51%	+$268K	0.13%	60
2018 Q2	$502K	Hold	20,662	–	–	0.09%	64
2018 Q1	$556K	Sell	20,662 -2,781	-12%	-$74.8K	0.11%	61
2017 Q4	$688K	Buy	23,443 +166	+0.7%	+$4.87K	0.13%	61
2017 Q3	$688K	Hold	23,277	–	–	0.13%	58
2017 Q2	$663K	Sell	23,277 -3,719	-14%	-$106K	0.13%	58
2017 Q1	$847K	Buy	26,996 +12	+0%	+$377	0.17%	54
2016 Q4	$866K	Hold	26,984	–	–	0.19%	51
2016 Q3	$827K	Hold	26,984	–	–	0.18%	52
2016 Q2	$881K	Buy	26,984 +22,508	+503%	+$735K	0.2%	51
2016 Q1	$133K	Sell	4,476 -1,324	-23%	-$39.3K	0.03%	98
2015 Q4	$151K	Buy	5,800 +1,721	+42%	+$44.8K	0.03%	97
2015 Q3	$101K	Buy	4,079 +3,972	+3,712%	+$98.4K	0.02%	110
2015 Q2	$3K	Hold	107	–	–	﹤0.01%	137
2015 Q1	$3K	Sell	107 -7,201	-99%	-$202K	﹤0.01%	122
2014 Q4	$185K	Buy	+7,308	New	+$185K	0.04%	88
2014 Q3	–	Sell	-7,308	Closed	-$195K	–	109
2014 Q2	$195K	Sell	7,308 -1,060	-13%	-$28.3K	0.04%	86
2014 Q1	$222K	Buy	8,368 +108	+1%	+$2.87K	0.05%	79
2013 Q4	$219K	Hold	8,260	–	–	0.05%	78
2013 Q3	$211K	Hold	8,260	–	–	0.05%	77
2013 Q2	$221K	Buy	+8,260	New	+$221K	0.06%	74