Legacy Financial Advisors’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.03M | Buy |
35,410
+3,686
| +12% | +$98.5K | 0.14% | 126 |
|
|
2025
Q4 | $788K | Sell |
31,724
-7,077
| -18% | -$179K | 0.11% | 161 |
|
|
2025
Q3 | $1.1M | Buy |
38,801
+2,117
| +6% | +$60.1K | 0.15% | 112 |
|
|
2025
Q2 | $1.06M | Buy |
36,684
+1,320
| +4% | +$36.4K | 0.17% | 104 |
|
|
2025
Q1 | $1M | Buy |
35,364
+5,332
| +18% | +$134K | 0.17% | 104 |
|
|
2024
Q4 | $684K | Buy |
30,032
+7,172
| +31% | +$161K | 0.11% | 149 |
|
|
2024
Q3 | $503K | Sell |
22,860
-10,663
| -32% | -$212K | 0.08% | 195 |
|
|
2024
Q2 | $641K | Buy |
33,523
+1,075
| +3% | +$18.7K | 0.11% | 152 |
|
|
2024
Q1 | $571K | Buy |
32,448
+5,528
| +21% | +$94.4K | 0.1% | 165 |
|
|
2023
Q4 | $452K | Buy |
26,920
+4,766
| +22% | +$75.2K | 0.09% | 177 |
|
|
2023
Q3 | $333K | Sell |
22,154
-1,465
| -6% | -$21.5K | 0.07% | 191 |
|
|
2023
Q2 | $377K | Sell |
23,619
-14,344
| -38% | -$244K | 0.07% | 172 |
|
|
2023
Q1 | $731K | Sell |
37,963
-460
| -1% | -$8.79K | 0.15% | 82 |
|
|
2022
Q4 | $707K | Buy |
38,423
+13,980
| +57% | +$250K | 0.15% | 78 |
|
|
2022
Q3 | $375K | Sell |
24,443
-12,420
| -34% | -$226K | 0.09% | 130 |
|
|
2022
Q2 | $773K | Buy |
36,863
+5,251
| +17% | +$105K | 0.19% | 60 |
|
|
2022
Q1 | $564K | Buy |
+31,612
| New | +$585K | 0.13% | 92 |
|
|
2021
Q4 | – | Sell |
-12,275
| Closed | -$250K | – | 207 |
|
|
2021
Q3 | $250K | Sell |
12,275
-1,962
| -14% | -$41.2K | 0.06% | 153 |
|
|
2021
Q2 | $309K | Buy |
14,237
+1,278
| +10% | +$29.1K | 0.08% | 119 |
|
|
2021
Q1 | $296K | Buy |
12,959
+357
| +3% | +$7.89K | 0.08% | 110 |
|
|
2020
Q4 | $274K | Buy |
12,602
+1,249
| +11% | +$26.9K | 0.08% | 107 |
|
|
2020
Q3 | $244K | Sell |
11,353
-3,848
| -25% | -$86K | 0.07% | 103 |
|
|
2020
Q2 | $347K | Sell |
15,201
-1,632
| -10% | -$37.2K | 0.12% | 40 |
|
|
2020
Q1 | $387K | Buy |
16,833
+2,894
| +21% | +$79.1K | 0.14% | 45 |
|
|
2019
Q4 | $411K | Buy |
13,939
+1,966
| +16% | +$56.8K | 0.13% | 74 |
|
|
2019
Q3 | $342K | Sell |
11,973
-283
| -2% | -$7.5K | 0.11% | 84 |
|
|
2019
Q2 | $310K | Sell |
12,256
-808
| -6% | -$19.4K | 0.11% | 89 |
|
|
2019
Q1 | $309K | Buy |
13,064
+160
| +1% | +$3.68K | 0.1% | 84 |
|
|
2018
Q4 | $278K | Sell |
12,904
-4,586
| -26% | -$107K | 0.11% | 81 |
|
|
2018
Q3 | $443K | Sell |
17,490
-1,047
| -6% | -$25.6K | 0.16% | 56 |
|
|
2018
Q2 | $443K | Buy |
18,537
+3,498
| +23% | +$87.8K | 0.17% | 58 |
|
|
2018
Q1 | $406K | Buy |
15,039
+2,237
| +17% | +$62.3K | 0.16% | 58 |
|
|
2017
Q4 | $375K | Buy |
+12,802
| New | +$350K | 0.15% | 60 |
|
Other funds holding T
VCM
VPM
