Lee Financial’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-379
| Closed | -$6.36K | – | 738 |
|
|
2023
Q4 | $6.36K | Buy |
379
+78
| +26% | +$1.31K | ﹤0.01% | 503 |
|
|
2023
Q3 | $4.52K | Hold |
301
| – | – | ﹤0.01% | 539 |
|
|
2023
Q2 | $4.8K | Sell |
301
-334
| -53% | -$5.33K | ﹤0.01% | 517 |
|
|
2023
Q1 | $12.2K | Sell |
635
-5,011
| -89% | -$96.5K | ﹤0.01% | 381 |
|
|
2022
Q4 | $104K | Sell |
5,646
-2,516
| -31% | -$46.3K | 0.02% | 191 |
|
|
2022
Q3 | $125K | Buy |
8,162
+3,426
| +72% | +$52.5K | 0.02% | 172 |
|
|
2022
Q2 | $99K | Sell |
4,736
-3,445
| -42% | -$72K | 0.02% | 189 |
|
|
2022
Q1 | $146K | Sell |
8,181
-469
| -5% | -$8.37K | 0.03% | 163 |
|
|
2021
Q4 | $161K | Buy |
8,650
+3,652
| +73% | +$68K | 0.03% | 156 |
|
|
2021
Q3 | $102K | Buy |
4,998
+1,675
| +50% | +$34.2K | 0.02% | 181 |
|
|
2021
Q2 | $72K | Sell |
3,323
-397
| -11% | -$8.6K | 0.02% | 202 |
|
|
2021
Q1 | $85K | Buy |
3,720
+132
| +4% | +$3.02K | 0.02% | 187 |
|
|
2020
Q4 | $78K | Sell |
3,588
-1,540
| -30% | -$33.5K | 0.02% | 182 |
|
|
2020
Q3 | $110K | Buy |
5,128
+3,097
| +152% | +$66.4K | 0.03% | 147 |
|
|
2020
Q2 | $46K | Sell |
2,031
-156
| -7% | -$3.53K | 0.01% | 213 |
|
|
2020
Q1 | $48K | Sell |
2,187
-35,134
| -94% | -$771K | 0.02% | 177 |
|
|
2019
Q4 | $1.1M | Buy |
37,321
+99
| +0.3% | +$2.92K | 0.24% | 57 |
|
|
2019
Q3 | $1.06M | Buy |
37,222
+7,338
| +25% | +$210K | 0.24% | 60 |
|
|
2019
Q2 | $757K | Buy |
29,884
+523
| +2% | +$13.2K | 0.17% | 69 |
|
|
2019
Q1 | $695K | Buy |
29,361
+10,032
| +52% | +$237K | 0.16% | 73 |
|
|
2018
Q4 | $417K | Sell |
19,329
-35,629
| -65% | -$769K | 0.11% | 79 |
|
|
2018
Q3 | $1.39M | Sell |
54,958
-1,903
| -3% | -$48.3K | 0.34% | 40 |
|
|
2018
Q2 | $1.38M | Sell |
56,861
-291
| -0.5% | -$7.06K | 0.33% | 44 |
|
|
2018
Q1 | $1.54M | Buy |
57,152
+9,932
| +21% | +$267K | 0.39% | 42 |
|
|
2017
Q4 | $1.39M | Buy |
47,220
+3,018
| +7% | +$88.6K | 0.4% | 48 |
|
|
2017
Q3 | $1.31M | Sell |
44,202
-1,224
| -3% | -$36.2K | 0.42% | 49 |
|
|
2017
Q2 | $1.29M | Buy |
45,426
+7,467
| +20% | +$213K | 0.48% | 49 |
|
|
2017
Q1 | $1.19M | Sell |
37,959
-417
| -1% | -$13.1K | 0.47% | 44 |
|
|
2016
Q4 | $1.23M | Buy |
+38,376
| New | +$1.23M | 0.69% | 36 |
|