Lake Street Advisors Group’s AT&T T Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$1.71M Buy
75,247
+1,685
+2% +$38.4K 0.08% 160
2024
Q3
$1.62M Buy
73,562
+513
+0.7% +$11.3K 0.07% 154
2024
Q2
$1.4M Sell
73,049
-2,812
-4% -$53.7K 0.07% 170
2024
Q1
$1.34M Sell
75,861
-10,755
-12% -$189K 0.06% 183
2023
Q4
$1.45M Buy
86,616
+13,314
+18% +$223K 0.07% 179
2023
Q3
$1.1M Buy
73,302
+29,520
+67% +$443K 0.07% 156
2023
Q2
$698K Sell
43,782
-15,495
-26% -$247K 0.04% 190
2023
Q1
$1.14M Buy
59,277
+14,133
+31% +$272K 0.07% 153
2022
Q4
$831K Buy
45,144
+11,316
+33% +$208K 0.05% 160
2022
Q3
$519K Sell
33,828
-22,046
-39% -$338K 0.04% 184
2022
Q2
$1.17M Buy
55,874
+4,925
+10% +$103K 0.08% 138
2022
Q1
$909K Buy
50,949
+21,957
+76% +$392K 0.06% 149
2021
Q4
$539K Sell
28,992
-17,985
-38% -$334K 0.03% 168
2021
Q3
$958K Buy
46,977
+16,673
+55% +$340K 0.1% 110
2021
Q2
$641K Sell
30,304
-1,411
-4% -$29.8K 0.05% 144
2021
Q1
$725K Sell
31,715
-555
-2% -$12.7K 0.06% 123
2020
Q4
$701K Sell
32,270
-2,662
-8% -$57.8K 0.06% 123
2020
Q3
$752K Sell
34,932
-6,639
-16% -$143K 0.07% 110
2020
Q2
$949K Sell
41,571
-4,699
-10% -$107K 0.1% 84
2020
Q1
$1.02M Buy
46,270
+10,020
+28% +$221K 0.13% 69
2019
Q4
$1.07M Buy
36,250
+2,407
+7% +$71K 0.11% 67
2019
Q3
$895K Buy
33,843
+1,651
+5% +$43.7K 0.1% 66
2019
Q2
$815K Buy
32,192
+4,331
+16% +$110K 0.09% 67
2019
Q1
$660K Buy
27,861
+1,716
+7% +$40.7K 0.07% 79
2018
Q4
$564K Buy
26,145
+1,370
+6% +$29.6K 0.07% 84
2018
Q3
$628K Sell
24,775
-17,692
-42% -$448K 0.07% 74
2018
Q2
$1.03M Buy
42,467
+4,766
+13% +$116K 0.1% 76
2018
Q1
$1.02M Buy
37,701
+453
+1% +$12.2K 0.11% 65
2017
Q4
$1.09M Buy
+37,248
New +$1.09M 0.12% 60