KMG Fiduciary Partners’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 | $315K | Sell |
10,890
-98
| -0.9% | -$2.84K | 0.02% | 254 |
|
|
2025
Q1 | $311K | Buy |
10,988
+24
| +0.2% | +$679 | 0.03% | 249 |
|
|
2024
Q4 | $250K | Sell |
10,964
-685
| -6% | -$15.6K | 0.02% | 250 |
|
|
2024
Q3 | $256K | Sell |
11,649
-954
| -8% | -$21K | 0.02% | 246 |
|
|
2024
Q2 | $241K | Sell |
12,603
-686
| -5% | -$13.1K | 0.02% | 221 |
|
|
2024
Q1 | $234K | Sell |
13,289
-3,946
| -23% | -$69.4K | 0.02% | 223 |
|
|
2023
Q4 | $289K | Sell |
17,235
-82,167
| -83% | -$1.38M | 0.03% | 203 |
|
|
2023
Q3 | $1.49M | Sell |
99,402
-2,291
| -2% | -$34.4K | 0.2% | 116 |
|
|
2023
Q2 | $1.62M | Sell |
101,693
-32,718
| -24% | -$522K | 0.21% | 113 |
|
|
2023
Q1 | $2.59M | Buy |
134,411
+9,599
| +8% | +$185K | 0.37% | 73 |
|
|
2022
Q4 | $2.3M | Buy |
124,812
+17,401
| +16% | +$320K | 0.38% | 76 |
|
|
2022
Q3 | $1.65M | Sell |
107,411
-2,858
| -3% | -$43.9K | 0.32% | 85 |
|
|
2022
Q2 | $2.31M | Sell |
110,269
-49,527
| -31% | -$1.04M | 0.43% | 60 |
|
|
2022
Q1 | $2.85M | Sell |
159,796
-49,862
| -24% | -$890K | 0.46% | 55 |
|
|
2021
Q4 | $3.9M | Sell |
209,658
-23,696
| -10% | -$440K | 0.6% | 43 |
|
|
2021
Q3 | $4.76M | Buy |
233,354
+31,804
| +16% | +$649K | 0.81% | 31 |
|
|
2021
Q2 | $4.38M | Buy |
201,550
+17,454
| +9% | +$379K | 0.77% | 35 |
|
|
2021
Q1 | $4.21M | Buy |
184,096
+11,686
| +7% | +$267K | 0.82% | 33 |
|
|
2020
Q4 | $3.81M | Buy |
172,410
+13,539
| +9% | +$299K | 0.8% | 34 |
|
|
2020
Q3 | $3.42M | Buy |
158,871
+10,039
| +7% | +$216K | 0.85% | 35 |
|
|
2020
Q2 | $3.4M | Sell |
148,832
-10,624
| -7% | -$243K | 0.94% | 31 |
|
|
2020
Q1 | $3.51M | Buy |
159,456
+5,965
| +4% | +$131K | 1.14% | 29 |
|
|
2019
Q4 | $4.53M | Sell |
153,491
-4,307
| -3% | -$127K | 1.38% | 25 |
|
|
2019
Q3 | $4.51M | Buy |
157,798
+12,815
| +9% | +$366K | 1.53% | 23 |
|
|
2019
Q2 | $3.67M | Buy |
144,983
+3,651
| +3% | +$92.4K | 1.33% | 26 |
|
|
2019
Q1 | $3.35M | Buy |
141,332
+23,872
| +20% | +$566K | 1.27% | 26 |
|
|
2018
Q4 | $2.53M | Buy |
+117,460
| New | +$2.53M | 1.15% | 29 |
|