KFP
Keystone Financial Planning’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.16M | Sell |
74,768
-200,796
| -73% | -$5.81M | 0.65% | 27 |
|
|
2025
Q1 | $7.79M | Sell |
275,564
-48
| -0% | -$1.36K | 2.32% | 9 |
|
|
2024
Q4 | $6.28M | Sell |
275,612
-781
| -0.3% | -$17.8K | 1.95% | 14 |
|
|
2024
Q3 | $6.08M | Buy |
276,393
+27
| +0% | +$594 | 1.84% | 15 |
|
|
2024
Q2 | $5.28M | Sell |
276,366
-3,423
| -1% | -$65.4K | 1.75% | 18 |
|
|
2024
Q1 | $4.92M | Sell |
279,789
-5,516
| -2% | -$97.1K | 1.6% | 19 |
|
|
2023
Q4 | $4.79M | Buy |
285,305
+1,600
| +0.6% | +$26.8K | 1.58% | 18 |
|
|
2023
Q3 | $4.26M | Sell |
283,705
-4,800
| -2% | -$72.1K | 1.49% | 20 |
|
|
2023
Q2 | $4.6M | Buy |
288,505
+4,534
| +2% | +$72.3K | 1.54% | 19 |
|
|
2023
Q1 | $5.47M | Sell |
283,971
-746
| -0.3% | -$14.4K | 1.86% | 19 |
|
|
2022
Q4 | $5.24M | Sell |
284,717
-2,648
| -0.9% | -$48.8K | 1.77% | 20 |
|
|
2022
Q3 | $4.41M | Buy |
287,365
+1,856
| +0.7% | +$28.5K | 1.69% | 21 |
|
|
2022
Q2 | $5.98M | Sell |
285,509
-1,955
| -0.7% | -$41K | 2.1% | 22 |
|
|
2022
Q1 | $6.79M | Sell |
287,464
-2,851
| -1% | -$67.4K | 2.27% | 20 |
|
|
2021
Q4 | $7.14M | Sell |
290,315
-9,908
| -3% | -$244K | 2.43% | 15 |
|
|
2021
Q3 | $8.11M | Buy |
300,223
+2,742
| +0.9% | +$74.1K | 2.95% | 12 |
|
|
2021
Q2 | $8.56M | Buy |
297,481
+5,250
| +2% | +$151K | 3.1% | 10 |
|
|
2021
Q1 | $8.85M | Buy |
292,231
+9,530
| +3% | +$288K | 3.3% | 7 |
|
|
2020
Q4 | $8.13M | Buy |
282,701
+20,961
| +8% | +$603K | 3.37% | 7 |
|
|
2020
Q3 | $7.46M | Buy |
261,740
+9,646
| +4% | +$275K | 3.61% | 6 |
|
|
2020
Q2 | $7.62M | Buy |
252,094
+11,382
| +5% | +$344K | 3.76% | 6 |
|
|
2020
Q1 | $7.02M | Buy |
240,712
+5,468
| +2% | +$159K | 4.02% | 4 |
|
|
2019
Q4 | $9.19M | Buy |
235,244
+4,777
| +2% | +$187K | 4.1% | 3 |
|
|
2019
Q3 | $8.72M | Sell |
230,467
-317
| -0.1% | -$12K | 4.16% | 3 |
|
|
2019
Q2 | $7.73M | Buy |
230,784
+3,183
| +1% | +$107K | 3.78% | 6 |
|
|
2019
Q1 | $7.14M | Buy |
227,601
+8,963
| +4% | +$281K | 3.52% | 11 |
|
|
2018
Q4 | $6.24M | Buy |
218,638
+9,995
| +5% | +$285K | 3.49% | 12 |
|
|
2018
Q3 | $7.01M | Buy |
208,643
+8,199
| +4% | +$275K | 3.58% | 9 |
|
|
2018
Q2 | $6.44M | Buy |
200,444
+3,592
| +2% | +$115K | 3.54% | 11 |
|
|
2018
Q1 | $7.02M | Buy |
196,852
+4,712
| +2% | +$168K | 3.91% | 6 |
|
|
2017
Q4 | $7.47M | Buy |
192,140
+18,844
| +11% | +$733K | 3.98% | 5 |
|
|
2017
Q3 | $6.79M | Buy |
173,296
+9,586
| +6% | +$375K | 3.85% | 6 |
|
|
2017
Q2 | $6.18M | Buy |
163,710
+3,156
| +2% | +$119K | 3.74% | 6 |
|
|
2017
Q1 | $6.67M | Buy |
160,554
+654
| +0.4% | +$27.2K | 4.15% | 3 |
|
|
2016
Q4 | $6.8M | Buy |
159,900
+1,647
| +1% | +$70.1K | 4.44% | 3 |
|
|
2016
Q3 | $6.43M | Buy |
158,253
+1,085
| +0.7% | +$44.1K | 4.22% | 2 |
|
|
2016
Q2 | $6.79M | Buy |
157,168
+3,649
| +2% | +$158K | 4.6% | 3 |
|
|
2016
Q1 | $6.01M | Buy |
153,519
+1,156
| +0.8% | +$45.3K | 4.3% | 3 |
|
|
2015
Q4 | $5.24M | Sell |
152,363
-194
| -0.1% | -$6.68K | 3.97% | 8 |
|
|
2015
Q3 | $4.97M | Sell |
152,557
-343
| -0.2% | -$11.2K | 4.02% | 4 |
|
|
2015
Q2 | $5.43M | Sell |
152,900
-826
| -0.5% | -$29.3K | 4.16% | 4 |
|
|
2015
Q1 | $5.02M | Buy |
153,726
+7,703
| +5% | +$251K | 3.82% | 7 |
|
|
2014
Q4 | $4.91M | Buy |
146,023
+8,603
| +6% | +$289K | 3.62% | 10 |
|
|
2014
Q3 | $4.84M | Buy |
137,420
+625
| +0.5% | +$22K | 3.65% | 10 |
|
|
2014
Q2 | $4.84M | Buy |
136,795
+59
| +0% | +$2.09K | 3.64% | 9 |
|
|
2014
Q1 | $4.8M | Buy |
136,736
+17,127
| +14% | +$601K | 3.71% | 8 |
|
|
2013
Q4 | $4.21M | Buy |
+119,609
| New | +$4.21M | 3.36% | 11 |
|