LKIM
Lawson Kroeker Investment Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-13,825
| Closed | -$232K | – | 87 |
|
|
2023
Q4 | $232K | Hold |
13,825
| – | – | 0.05% | 85 |
|
|
2023
Q3 | $208K | Buy |
+13,825
| New | +$208K | 0.05% | 86 |
|
|
2023
Q2 | – | Sell |
-35,405
| Closed | -$682K | – | 86 |
|
|
2023
Q1 | $682K | Sell |
35,405
-1,525
| -4% | -$29.4K | 0.15% | 74 |
|
|
2022
Q4 | $680K | Sell |
36,930
-7,950
| -18% | -$146K | 0.23% | 44 |
|
|
2022
Q3 | $688K | Hold |
44,880
| – | – | 0.24% | 46 |
|
|
2022
Q2 | $941K | Sell |
44,880
-235
| -0.5% | -$4.93K | 0.32% | 43 |
|
|
2022
Q1 | $1.07M | Hold |
45,115
| – | – | 0.34% | 41 |
|
|
2021
Q4 | $1.11M | Sell |
45,115
-11,445
| -20% | -$282K | 0.34% | 41 |
|
|
2021
Q3 | $1.53M | Sell |
56,560
-4,450
| -7% | -$120K | 0.51% | 38 |
|
|
2021
Q2 | $1.76M | Buy |
61,010
+2,721
| +5% | +$78.3K | 0.56% | 37 |
|
|
2021
Q1 | $1.76M | Sell |
58,289
-500
| -0.9% | -$15.1K | 0.6% | 35 |
|
|
2020
Q4 | $1.69M | Buy |
58,789
+27,975
| +91% | +$805K | 0.63% | 35 |
|
|
2020
Q3 | $879K | Buy |
30,814
+7,400
| +32% | +$211K | 0.39% | 39 |
|
|
2020
Q2 | $708K | Hold |
23,414
| – | – | 0.33% | 41 |
|
|
2020
Q1 | $683K | Hold |
23,414
| – | – | 0.38% | 40 |
|
|
2019
Q4 | $915K | Sell |
23,414
-1,000
| -4% | -$39.1K | 0.34% | 40 |
|
|
2019
Q3 | $924K | Sell |
24,414
-1,500
| -6% | -$56.8K | 0.35% | 42 |
|
|
2019
Q2 | $868K | Hold |
25,914
| – | – | 0.29% | 44 |
|
|
2019
Q1 | $813K | Sell |
25,914
-440
| -2% | -$13.8K | 0.29% | 44 |
|
|
2018
Q4 | $752K | Sell |
26,354
-1,025
| -4% | -$29.2K | 0.3% | 44 |
|
|
2018
Q3 | $919K | Sell |
27,379
-1,500
| -5% | -$50.3K | 0.3% | 43 |
|
|
2018
Q2 | $927K | Buy |
28,879
+525
| +2% | +$16.9K | 0.33% | 44 |
|
|
2018
Q1 | $1.01M | Sell |
28,354
-175
| -0.6% | -$6.24K | 0.33% | 43 |
|
|
2017
Q4 | $1.11M | Sell |
28,529
-1,400
| -5% | -$54.4K | 0.36% | 44 |
|
|
2017
Q3 | $1.17M | Sell |
29,929
-500
| -2% | -$19.6K | 0.37% | 45 |
|
|
2017
Q2 | $1.15M | Sell |
30,429
-352
| -1% | -$13.3K | 0.38% | 45 |
|
|
2017
Q1 | $1.28M | Sell |
30,781
-1,089
| -3% | -$45.3K | 0.43% | 45 |
|
|
2016
Q4 | $1.36M | Hold |
31,870
| – | – | 0.47% | 46 |
|
|
2016
Q3 | $1.29M | Buy |
31,870
+1,700
| +6% | +$69K | 0.42% | 44 |
|
|
2016
Q2 | $1.3M | Buy |
30,170
+350
| +1% | +$15.1K | 0.43% | 44 |
|
|
2016
Q1 | $1.17M | Buy |
29,820
+425
| +1% | +$16.6K | 0.4% | 43 |
|
|
2015
Q4 | $1.01M | Hold |
29,395
| – | – | 0.35% | 46 |
|
|
2015
Q3 | $958K | Buy |
29,395
+1,921
| +7% | +$62.6K | 0.32% | 48 |
|
|
2015
Q2 | $976K | Hold |
27,474
| – | – | 0.29% | 54 |
|
|
2015
Q1 | $897K | Sell |
27,474
-200
| -0.7% | -$6.53K | 0.26% | 56 |
|
|
2014
Q4 | $930K | Sell |
27,674
-400
| -1% | -$13.4K | 0.29% | 51 |
|
|
2014
Q3 | $989K | Hold |
28,074
| – | – | 0.3% | 51 |
|
|
2014
Q2 | $993K | Buy |
28,074
+1,325
| +5% | +$46.9K | 0.29% | 52 |
|
|
2014
Q1 | $938K | Buy |
26,749
+3,250
| +14% | +$114K | 0.29% | 52 |
|
|
2013
Q4 | $826K | Sell |
23,499
-850
| -3% | -$29.9K | 0.26% | 52 |
|
|
2013
Q3 | $823K | Hold |
24,349
| – | – | 0.27% | 52 |
|
|
2013
Q2 | $862K | Buy |
+24,349
| New | +$862K | 0.3% | 51 |
|