Kovitz Investment Group 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 | $19.9M | Buy |
687,179
+266,648
| +63% | +$7.72M | 0.09% | 202 |
|
|
2025
Q1 | $11.9M | Sell |
420,531
-167,299
| -28% | -$4.73M | 0.06% | 234 |
|
|
2024
Q4 | $13.4M | Buy |
587,830
+18,587
| +3% | +$423K | 0.07% | 218 |
|
|
2024
Q3 | $9.8M | Buy |
569,243
+340,151
| +148% | +$5.86M | 0.07% | 233 |
|
|
2024
Q2 | $4.38M | Buy |
229,092
+215,496
| +1,585% | +$4.12M | 0.04% | 305 |
|
|
2024
Q1 | $239K | Buy |
+13,596
| New | +$239K | ﹤0.01% | 606 |
|
|
2022
Q4 | – | Sell |
-22,971
| Closed | -$352K | – | 395 |
|
|
2022
Q3 | $352K | Sell |
22,971
-1,964
| -8% | -$30.1K | 0.01% | 344 |
|
|
2022
Q2 | $523K | Sell |
24,935
-69,935
| -74% | -$1.47M | 0.01% | 332 |
|
|
2022
Q1 | $1.69M | Sell |
94,870
-13,820
| -13% | -$247K | 0.03% | 238 |
|
|
2021
Q4 | $2.36M | Sell |
108,690
-6,429
| -6% | -$140K | 0.06% | 200 |
|
|
2021
Q3 | $2.35M | Sell |
115,119
-38,431
| -25% | -$784K | 0.05% | 219 |
|
|
2021
Q2 | $3.34M | Buy |
153,550
+16,243
| +12% | +$353K | 0.07% | 191 |
|
|
2021
Q1 | $3.14M | Buy |
137,307
+28,619
| +26% | +$654K | 0.07% | 174 |
|
|
2020
Q4 | $2.36M | Sell |
108,688
-1,025
| -0.9% | -$22.3K | 0.06% | 195 |
|
|
2020
Q3 | $2.36M | Sell |
109,713
-3,292
| -3% | -$70.9K | 0.07% | 175 |
|
|
2020
Q2 | $2.58M | Buy |
113,005
+2,195
| +2% | +$50.1K | 0.08% | 159 |
|
|
2020
Q1 | $2.44M | Buy |
110,810
+13,323
| +14% | +$293K | 0.09% | 156 |
|
|
2019
Q4 | $2.88M | Buy |
97,487
+121
| +0.1% | +$3.57K | 0.08% | 162 |
|
|
2019
Q3 | $2.78M | Buy |
97,366
+2,658
| +3% | +$76K | 0.09% | 161 |
|
|
2019
Q2 | $2.4M | Sell |
94,708
-4,552
| -5% | -$115K | 0.08% | 179 |
|
|
2019
Q1 | $2.35M | Buy |
99,260
+6,369
| +7% | +$151K | 0.07% | 182 |
|
|
2018
Q4 | $2M | Buy |
92,891
+84,767
| +1,043% | +$1.83M | 0.08% | 145 |
|
|
2018
Q3 | $206K | Buy |
+8,124
| New | +$206K | 0.01% | 145 |
|
|
2018
Q1 | – | Sell |
-8,312
| Closed | -$244 | – | 153 |
|
|
2017
Q4 | $244 | Buy |
8,312
+265
| +3% | +$8 | 0.01% | 149 |
|
|
2017
Q3 | $238K | Sell |
8,047
-464
| -5% | -$13.7K | 0.01% | 147 |
|
|
2017
Q2 | $243K | Sell |
8,511
-5,334
| -39% | -$152K | 0.01% | 141 |
|
|
2017
Q1 | $434K | Buy |
13,845
+1,288
| +10% | +$40.4K | 0.02% | 100 |
|
|
2016
Q4 | $403K | Buy |
12,557
+1,768
| +16% | +$56.7K | 0.02% | 93 |
|
|
2016
Q3 | $331K | Buy |
10,789
+137
| +1% | +$4.2K | 0.02% | 108 |
|
|
2016
Q2 | $348K | Buy |
10,652
+330
| +3% | +$10.8K | 0.02% | 110 |
|
|
2016
Q1 | $305K | Buy |
+10,322
| New | +$305K | 0.02% | 115 |
|