Lenox Wealth Advisors’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $114K | Buy |
6,257
+536
| +9% | +$9.77K | 0.01% | 154 |
|
|
2021
Q4 | $106K | Sell |
5,721
-314
| -5% | -$5.82K | 0.01% | 165 |
|
|
2021
Q3 | $123K | Buy |
6,035
+3
| +0% | +$61 | 0.02% | 145 |
|
|
2021
Q2 | $131K | Buy |
6,032
+4,640
| +333% | +$101K | 0.02% | 138 |
|
|
2021
Q1 | $32K | Sell |
1,392
-2,601
| -65% | -$59.8K | ﹤0.01% | 246 |
|
|
2020
Q4 | $87K | Buy |
3,993
+3,162
| +381% | +$68.9K | 0.01% | 133 |
|
|
2020
Q3 | $18K | Sell |
831
-7,067
| -89% | -$153K | ﹤0.01% | 300 |
|
|
2020
Q2 | $180K | Buy |
7,898
+7,433
| +1,598% | +$169K | 0.03% | 75 |
|
|
2020
Q1 | $10K | Sell |
465
-1,831
| -80% | -$39.4K | ﹤0.01% | 349 |
|
|
2019
Q4 | $68K | Sell |
2,296
-319
| -12% | -$9.45K | 0.01% | 146 |
|
|
2019
Q3 | $75K | Sell |
2,615
-1,211
| -32% | -$34.7K | 0.01% | 129 |
|
|
2019
Q2 | $97K | Buy |
+3,826
| New | +$97K | 0.02% | 114 |
|
|
2018
Q3 | – | Sell |
-475
| Closed | -$12K | – | 512 |
|
|
2018
Q2 | $12K | Sell |
475
-313
| -40% | -$7.91K | ﹤0.01% | 328 |
|
|
2018
Q1 | $21K | Buy |
788
+476
| +153% | +$12.7K | ﹤0.01% | 270 |
|
|
2017
Q4 | $9K | Buy |
312
+274
| +721% | +$7.9K | ﹤0.01% | 176 |
|
|
2017
Q3 | $1K | Buy |
+38
| New | +$1K | ﹤0.01% | 213 |
|
|
2017
Q1 | – | Sell |
-906
| Closed | -$29K | – | 114 |
|
|
2016
Q4 | $29K | Hold |
906
| – | – | 0.01% | 69 |
|
|
2016
Q3 | $28K | Hold |
906
| – | – | 0.01% | 118 |
|
|
2016
Q2 | $30K | Hold |
906
| – | – | 0.01% | 112 |
|
|
2016
Q1 | $27K | Sell |
906
-214
| -19% | -$6.38K | 0.01% | 119 |
|
|
2015
Q4 | $29K | Sell |
1,120
-2,431
| -68% | -$62.9K | 0.01% | 115 |
|
|
2015
Q3 | $87K | Buy |
3,551
+3,098
| +684% | +$75.9K | 0.03% | 56 |
|
|
2015
Q2 | $12K | Sell |
453
-453
| -50% | -$12K | 0.01% | 127 |
|
|
2015
Q1 | $22K | Hold |
906
| – | – | 0.01% | 122 |
|
|
2014
Q4 | $23K | Sell |
906
-335
| -27% | -$8.5K | 0.01% | 122 |
|
|
2014
Q3 | $33K | Sell |
1,241
-349
| -22% | -$9.28K | 0.01% | 102 |
|
|
2014
Q2 | $43K | Buy |
1,590
+340
| +27% | +$9.2K | 0.02% | 71 |
|
|
2014
Q1 | $33K | Buy |
1,250
+740
| +145% | +$19.5K | 0.02% | 76 |
|
|
2013
Q4 | $14K | Buy |
510
+175
| +52% | +$4.8K | 0.01% | 142 |
|
|
2013
Q3 | $9K | Sell |
335
-865
| -72% | -$23.2K | 0.01% | 110 |
|
|
2013
Q2 | $32K | Buy |
+1,200
| New | +$32K | 0.04% | 50 |
|