KCFA
Key Client Fiduciary Advisors’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.87M | Sell |
64,465
-5,564
| -8% | -$161K | 0.75% | 32 |
|
|
2025
Q1 | $1.98M | Sell |
70,029
-3,763
| -5% | -$106K | 0.9% | 25 |
|
|
2024
Q4 | $1.68M | Sell |
73,792
-8,507
| -10% | -$194K | 0.74% | 32 |
|
|
2024
Q3 | $1.81M | Buy |
82,299
+329
| +0.4% | +$7.24K | 0.81% | 27 |
|
|
2024
Q2 | $1.57M | Sell |
81,970
-597
| -0.7% | -$11.4K | 0.78% | 27 |
|
|
2024
Q1 | $1.45M | Sell |
82,567
-9,979
| -11% | -$176K | 0.77% | 29 |
|
|
2023
Q4 | $1.55M | Sell |
92,546
-17,582
| -16% | -$295K | 0.9% | 24 |
|
|
2023
Q3 | $1.65M | Sell |
110,128
-3,719
| -3% | -$55.9K | 1.01% | 24 |
|
|
2023
Q2 | $1.82M | Sell |
113,847
-3,650
| -3% | -$58.2K | 1.06% | 23 |
|
|
2023
Q1 | $2.26M | Buy |
117,497
+13,201
| +13% | +$254K | 1.41% | 20 |
|
|
2022
Q4 | $1.92M | Buy |
104,296
+57,444
| +123% | +$1.06M | 1.3% | 20 |
|
|
2022
Q3 | $719K | Sell |
46,852
-276
| -0.6% | -$4.24K | 0.65% | 33 |
|
|
2022
Q2 | $988K | Sell |
47,128
-4,677
| -9% | -$98K | 0.96% | 25 |
|
|
2022
Q1 | $1.22M | Sell |
51,805
-12,874
| -20% | -$304K | 0.97% | 28 |
|
|
2021
Q4 | $1.59M | Buy |
+64,679
| New | +$1.59M | 1.31% | 22 |
|