Kestra Private Wealth Services’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 | $10.5M | Sell |
361,704
-2,062
| -0.6% | -$59.7K | 0.15% | 158 |
|
|
2025
Q1 | $10.3M | Sell |
363,766
-19,750
| -5% | -$559K | 0.17% | 134 |
|
|
2024
Q4 | $8.73M | Buy |
383,516
+36,395
| +10% | +$829K | 0.15% | 158 |
|
|
2024
Q3 | $7.64M | Buy |
347,121
+7,916
| +2% | +$174K | 0.14% | 162 |
|
|
2024
Q2 | $6.48M | Buy |
339,205
+24,513
| +8% | +$468K | 0.13% | 176 |
|
|
2024
Q1 | $5.54M | Buy |
314,692
+29,816
| +10% | +$525K | 0.12% | 184 |
|
|
2023
Q4 | $4.78M | Buy |
284,876
+49,313
| +21% | +$827K | 0.12% | 194 |
|
|
2023
Q3 | $3.54M | Buy |
235,563
+12,689
| +6% | +$191K | 0.11% | 207 |
|
|
2023
Q2 | $3.55M | Buy |
222,874
+3,543
| +2% | +$56.5K | 0.12% | 183 |
|
|
2023
Q1 | $4.22M | Buy |
219,331
+28,145
| +15% | +$542K | 0.17% | 146 |
|
|
2022
Q4 | $3.52M | Buy |
191,186
+22,292
| +13% | +$410K | 0.18% | 143 |
|
|
2022
Q3 | $2.59M | Sell |
168,894
-5,934
| -3% | -$91K | 0.15% | 160 |
|
|
2022
Q2 | $3.66M | Sell |
174,828
-55,065
| -24% | -$1.15M | 0.21% | 123 |
|
|
2022
Q1 | $4.1M | Sell |
229,893
-26,294
| -10% | -$469K | 0.2% | 119 |
|
|
2021
Q4 | $4.76M | Buy |
256,187
+25,943
| +11% | +$482K | 0.23% | 108 |
|
|
2021
Q3 | $4.7M | Sell |
230,244
-51,839
| -18% | -$1.06M | 0.26% | 89 |
|
|
2021
Q2 | $6.13M | Sell |
282,083
-27,226
| -9% | -$592K | 0.37% | 55 |
|
|
2021
Q1 | $7.07M | Sell |
309,309
-36,312
| -11% | -$830K | 0.49% | 38 |
|
|
2020
Q4 | $7.44M | Sell |
345,621
-6,268
| -2% | -$135K | 0.55% | 30 |
|
|
2020
Q3 | $7.58M | Buy |
+351,889
| New | +$7.58M | 0.66% | 26 |
|