Landmark Financial Advisors’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $200K | Buy |
11,919
+365
| +3% | +$6.13K | 0.07% | 91 |
|
|
2023
Q3 | $174K | Buy |
11,554
+830
| +8% | +$12.5K | 0.07% | 89 |
|
|
2023
Q2 | $171K | Buy |
+10,724
| New | +$171K | 0.07% | 89 |
|
|
2021
Q4 | – | Sell |
-10,290
| Closed | -$235K | – | 87 |
|
|
2021
Q3 | $235K | Buy |
10,290
+22
| +0.2% | +$502 | 0.13% | 64 |
|
|
2021
Q2 | $223K | Sell |
10,268
-22
| -0.2% | -$478 | 0.11% | 69 |
|
|
2021
Q1 | $235K | Sell |
10,290
-596
| -5% | -$13.6K | 0.13% | 64 |
|
|
2020
Q4 | $237K | Sell |
10,886
-1,595
| -13% | -$34.7K | 0.13% | 63 |
|
|
2020
Q3 | $270K | Sell |
12,481
-98
| -0.8% | -$2.12K | 0.17% | 56 |
|
|
2020
Q2 | $290K | Sell |
12,579
-719
| -5% | -$16.6K | 0.19% | 55 |
|
|
2020
Q1 | $313K | Hold |
13,298
| – | – | 0.21% | 50 |
|
|
2019
Q4 | $388K | Sell |
13,298
-25
| -0.2% | -$729 | 0.23% | 45 |
|
|
2019
Q3 | $380K | Hold |
13,323
| – | – | 0.24% | 39 |
|
|
2019
Q2 | $337K | Hold |
13,323
| – | – | 0.21% | 43 |
|
|
2019
Q1 | $315K | Hold |
13,323
| – | – | 0.21% | 44 |
|
|
2018
Q4 | $287K | Sell |
13,323
-2,565
| -16% | -$55.3K | 0.19% | 46 |
|
|
2018
Q3 | $402K | Buy |
+15,888
| New | +$402K | 0.24% | 42 |
|
|
2015
Q2 | – | Sell |
-8,417
| Closed | -$208K | – | 54 |
|
|
2015
Q1 | $208K | Sell |
8,417
-1,757
| -17% | -$43.4K | 0.22% | 46 |
|
|
2014
Q4 | $262K | Buy |
+10,174
| New | +$262K | 0.27% | 41 |
|