Lehman Financial Resources’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $769K | Buy |
30,330
+5,256
| +21% | +$133K | 0.36% | 38 |
|
|
2018
Q2 | $608K | Buy |
25,074
+5,214
| +26% | +$126K | 0.31% | 47 |
|
|
2018
Q1 | $534K | Sell |
19,860
-107
| -0.5% | -$2.88K | 0.27% | 47 |
|
|
2017
Q4 | $586K | Sell |
19,967
-1,371
| -6% | -$40.2K | 0.3% | 46 |
|
|
2017
Q3 | $631K | Buy |
21,338
+1,037
| +5% | +$30.7K | 0.32% | 42 |
|
|
2017
Q2 | $576K | Sell |
20,301
-61
| -0.3% | -$1.73K | 0.32% | 40 |
|
|
2017
Q1 | $639K | Buy |
20,362
+360
| +2% | +$11.3K | 0.35% | 39 |
|
|
2016
Q4 | $642K | Buy |
20,002
+2,377
| +13% | +$76.3K | 0.37% | 35 |
|
|
2016
Q3 | $540K | Buy |
17,625
+639
| +4% | +$19.6K | 0.31% | 39 |
|
|
2016
Q2 | $554K | Sell |
16,986
-1,986
| -10% | -$64.8K | 0.28% | 38 |
|
|
2016
Q1 | $561K | Sell |
18,972
-132
| -0.7% | -$3.9K | 0.3% | 41 |
|
|
2015
Q4 | $496K | Sell |
19,104
-396
| -2% | -$10.3K | 0.27% | 37 |
|
|
2015
Q3 | $479K | Sell |
19,500
-286
| -1% | -$7.03K | 0.24% | 41 |
|
|
2015
Q2 | $530K | Buy |
19,786
+133
| +0.7% | +$3.56K | 0.26% | 40 |
|
|
2015
Q1 | $485K | Buy |
19,653
+2,216
| +13% | +$54.7K | 0.22% | 46 |
|
|
2014
Q4 | $442K | Sell |
17,437
-132
| -0.8% | -$3.35K | 0.22% | 48 |
|
|
2014
Q3 | $468K | Buy |
17,569
+34
| +0.2% | +$906 | 0.24% | 44 |
|
|
2014
Q2 | $468K | Buy |
17,535
+1,324
| +8% | +$35.3K | 0.22% | 47 |
|
|
2014
Q1 | $429K | Buy |
16,211
+1,985
| +14% | +$52.5K | 0.22% | 45 |
|
|
2013
Q4 | $378K | Buy |
14,226
+3,310
| +30% | +$88K | 0.23% | 42 |
|
|
2013
Q3 | $279K | Buy |
10,916
+1,986
| +22% | +$50.8K | 0.18% | 48 |
|
|
2013
Q2 | $239K | Buy |
+8,930
| New | +$239K | 0.16% | 47 |
|