Keystone Financial Planning’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.92M | Buy |
66,109
+2,596
| +4% | +$69.3K | 0.51% | 26 |
|
|
2025
Q4 | $1.58M | Sell |
63,513
-301
| -0.5% | -$7.62K | 0.46% | 27 |
|
|
2025
Q3 | $1.8M | Sell |
63,814
-10,954
| -15% | -$311K | 0.52% | 27 |
|
|
2025
Q2 | $2.16M | Sell |
74,768
-200,796
| -73% | -$5.53M | 0.65% | 27 |
|
|
2025
Q1 | $7.79M | Sell |
275,564
-48
| -0% | -$1.21K | 2.32% | 9 |
|
|
2024
Q4 | $6.28M | Sell |
275,612
-781
| -0.3% | -$17.6K | 1.95% | 14 |
|
|
2024
Q3 | $6.08M | Buy |
276,393
+27
| +0% | +$537 | 1.84% | 15 |
|
|
2024
Q2 | $5.28M | Sell |
276,366
-3,423
| -1% | -$59.5K | 1.75% | 18 |
|
|
2024
Q1 | $4.92M | Sell |
279,789
-5,516
| -2% | -$94.2K | 1.6% | 19 |
|
|
2023
Q4 | $4.79M | Buy |
285,305
+1,600
| +0.6% | +$25.3K | 1.58% | 18 |
|
|
2023
Q3 | $4.26M | Sell |
283,705
-4,800
| -2% | -$70.4K | 1.49% | 20 |
|
|
2023
Q2 | $4.6M | Buy |
288,505
+4,534
| +2% | +$77.2K | 1.54% | 19 |
|
|
2023
Q1 | $5.47M | Sell |
283,971
-746
| -0.3% | -$14.3K | 1.86% | 19 |
|
|
2022
Q4 | $5.24M | Sell |
284,717
-2,648
| -0.9% | -$47.4K | 1.77% | 20 |
|
|
2022
Q3 | $4.41M | Buy |
287,365
+1,856
| +0.7% | +$33.8K | 1.69% | 21 |
|
|
2022
Q2 | $5.98M | Sell |
285,509
-95,093
| -25% | -$1.9M | 2.1% | 22 |
|
|
2022
Q1 | $6.79M | Sell |
380,602
-3,775
| -1% | -$69.8K | 2.27% | 20 |
|
|
2021
Q4 | $7.14M | Sell |
384,377
-13,118
| -3% | -$245K | 2.43% | 15 |
|
|
2021
Q3 | $8.11M | Buy |
397,495
+3,630
| +0.9% | +$76.3K | 2.95% | 12 |
|
|
2021
Q2 | $8.56M | Buy |
393,865
+6,951
| +2% | +$158K | 3.1% | 10 |
|
|
2021
Q1 | $8.85M | Buy |
386,914
+12,618
| +3% | +$279K | 3.3% | 7 |
|
|
2020
Q4 | $8.13M | Buy |
374,296
+27,752
| +8% | +$598K | 3.37% | 7 |
|
|
2020
Q3 | $7.46M | Buy |
346,544
+12,772
| +4% | +$285K | 3.61% | 6 |
|
|
2020
Q2 | $7.62M | Buy |
333,772
+15,069
| +5% | +$343K | 3.76% | 6 |
|
|
2020
Q1 | $7.02M | Buy |
318,703
+7,240
| +2% | +$198K | 4.02% | 4 |
|
|
2019
Q4 | $9.19M | Buy |
311,463
+6,325
| +2% | +$183K | 4.1% | 3 |
|
|
2019
Q3 | $8.72M | Sell |
305,138
-420
| -0.1% | -$11.1K | 4.16% | 3 |
|
|
2019
Q2 | $7.73M | Buy |
305,558
+4,214
| +1% | +$101K | 3.78% | 6 |
|
|
2019
Q1 | $7.14M | Buy |
301,344
+11,867
| +4% | +$273K | 3.52% | 11 |
|
|
2018
Q4 | $6.24M | Buy |
289,477
+13,234
| +5% | +$308K | 3.49% | 12 |
|
|
2018
Q3 | $7.01M | Buy |
276,243
+10,855
| +4% | +$266K | 3.58% | 9 |
|
|
2018
Q2 | $6.44M | Buy |
265,388
+4,756
| +2% | +$119K | 3.54% | 11 |
|
|
2018
Q1 | $7.02M | Buy |
260,632
+6,239
| +2% | +$174K | 3.91% | 6 |
|
|
2017
Q4 | $7.47M | Buy |
254,393
+24,949
| +11% | +$681K | 3.98% | 5 |
|
|
2017
Q3 | $6.79M | Buy |
229,444
+12,692
| +6% | +$360K | 3.85% | 6 |
|
|
2017
Q2 | $6.18M | Buy |
216,752
+4,179
| +2% | +$123K | 3.74% | 6 |
|
|
2017
Q1 | $6.67M | Buy |
212,573
+865
| +0.4% | +$27.2K | 4.15% | 3 |
|
|
2016
Q4 | $6.8M | Buy |
211,708
+2,181
| +1% | +$64.4K | 4.44% | 3 |
|
|
2016
Q3 | $6.43M | Buy |
209,527
+1,437
| +0.7% | +$45.4K | 4.22% | 2 |
|
|
2016
Q2 | $6.79M | Buy |
208,090
+4,831
| +2% | +$144K | 4.6% | 3 |
|
|
2016
Q1 | $6.01M | Buy |
203,259
+1,530
| +0.8% | +$42.4K | 4.3% | 3 |
|
|
2015
Q4 | $5.24M | Sell |
201,729
-256
| -0.1% | -$6.49K | 3.97% | 8 |
|
|
2015
Q3 | $4.97M | Sell |
201,985
-455
| -0.2% | -$11.6K | 4.02% | 4 |
|
|
2015
Q2 | $5.43M | Sell |
202,440
-1,093
| -0.5% | -$28.2K | 4.16% | 4 |
|
|
2015
Q1 | $5.02M | Buy |
203,533
+10,199
| +5% | +$259K | 3.82% | 7 |
|
|
2014
Q4 | $4.91M | Buy |
193,334
+11,390
| +6% | +$296K | 3.62% | 10 |
|
|
2014
Q3 | $4.84M | Buy |
181,944
+827
| +0.5% | +$22K | 3.65% | 10 |
|
|
2014
Q2 | $4.84M | Buy |
181,117
+79
| +0% | +$2.12K | 3.64% | 9 |
|
|
2014
Q1 | $4.79M | Buy |
181,038
+22,676
| +14% | +$569K | 3.71% | 8 |
|
|
2013
Q4 | $4.21M | Buy |
+158,362
| New | +$4.17M | 3.36% | 11 |
|
Other funds holding T
VCM
VPM
