Lantz Financial’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 | $454K | Sell |
15,679
-972
| -6% | -$28.1K | 0.11% | 150 |
|
|
2025
Q1 | $471K | Sell |
16,651
-1,880
| -10% | -$53.2K | 0.13% | 142 |
|
|
2024
Q4 | $422K | Sell |
18,531
-1,588
| -8% | -$36.2K | 0.11% | 153 |
|
|
2024
Q3 | $443K | Buy |
20,119
+609
| +3% | +$13.4K | 0.12% | 148 |
|
|
2024
Q2 | $373K | Sell |
19,510
-2,186
| -10% | -$41.8K | 0.12% | 148 |
|
|
2024
Q1 | $382K | Sell |
21,696
-378
| -2% | -$6.65K | 0.12% | 142 |
|
|
2023
Q4 | $370K | Sell |
22,074
-4,028
| -15% | -$67.6K | 0.13% | 140 |
|
|
2023
Q3 | $392K | Sell |
26,102
-24,544
| -48% | -$369K | 0.16% | 128 |
|
|
2023
Q2 | $808K | Buy |
50,646
+2,655
| +6% | +$42.3K | 0.32% | 82 |
|
|
2023
Q1 | $924K | Sell |
47,991
-415
| -0.9% | -$7.99K | 0.38% | 76 |
|
|
2022
Q4 | $891K | Buy |
48,406
+2,708
| +6% | +$49.9K | 0.41% | 67 |
|
|
2022
Q3 | $701K | Buy |
45,698
+178
| +0.4% | +$2.73K | 0.36% | 71 |
|
|
2022
Q2 | $954K | Sell |
45,520
-6,979
| -13% | -$146K | 0.43% | 65 |
|
|
2022
Q1 | $937K | Buy |
52,499
+12,505
| +31% | +$223K | 0.38% | 70 |
|
|
2021
Q4 | $743K | Sell |
39,994
-5,979
| -13% | -$111K | 0.34% | 74 |
|
|
2021
Q3 | $938K | Buy |
45,973
+311
| +0.7% | +$6.35K | 0.48% | 61 |
|
|
2021
Q2 | $993K | Sell |
45,662
-1,682
| -4% | -$36.6K | 0.51% | 57 |
|
|
2021
Q1 | $1.08M | Buy |
47,344
+297
| +0.6% | +$6.79K | 0.62% | 47 |
|
|
2020
Q4 | $1.02M | Sell |
47,047
-1,275
| -3% | -$27.7K | 0.64% | 44 |
|
|
2020
Q3 | $1.04M | Buy |
48,322
+2,884
| +6% | +$62.1K | 0.7% | 46 |
|
|
2020
Q2 | $1.04M | Sell |
45,438
-8,053
| -15% | -$184K | 0.75% | 46 |
|
|
2020
Q1 | $1.18M | Sell |
53,491
-4,576
| -8% | -$101K | 0.92% | 36 |
|
|
2019
Q4 | $1.71M | Buy |
58,067
+6,059
| +12% | +$179K | 1.01% | 23 |
|
|
2019
Q3 | $1.46M | Buy |
52,008
+340
| +0.7% | +$9.53K | 0.98% | 30 |
|
|
2019
Q2 | $1.32M | Buy |
51,668
+472
| +0.9% | +$12.1K | 0.89% | 39 |
|
|
2019
Q1 | $1.21M | Buy |
+51,196
| New | +$1.21M | 0.88% | 44 |
|