LifePlan Financial Group’s AT&T T Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q3	$302K	Sell	14,003 -1,342	-9%	-$28.9K	0.13%	104
2020 Q2	$350K	Sell	15,345 -2,438	-14%	-$55.6K	0.16%	95
2020 Q1	$392K	Sell	17,783 -274	-2%	-$6.04K	0.21%	83
2019 Q4	$533K	Hold	18,057	–	–	0.24%	72
2019 Q3	$516K	Hold	18,057	–	–	0.24%	70
2019 Q2	$457K	Hold	18,057	–	–	0.22%	78
2019 Q1	$428K	Buy	18,057 +265	+1%	+$6.28K	0.23%	75
2018 Q4	$384K	Hold	17,792	–	–	0.24%	69
2018 Q3	$451K	Sell	17,792 -794	-4%	-$20.1K	0.24%	69
2018 Q2	$451K	Buy	18,586 +57	+0.3%	+$1.38K	0.25%	69
2018 Q1	$499K	Buy	18,529 +864	+5%	+$23.3K	0.29%	58
2017 Q4	$523K	Hold	17,665	–	–	0.33%	57
2017 Q3	$523K	Sell	17,665 -514	-3%	-$15.2K	0.33%	57
2017 Q2	$518K	Hold	18,179	–	–	0.35%	59
2017 Q1	$570K	Sell	18,179 -909	-5%	-$28.5K	0.4%	56
2016 Q4	$613K	Buy	19,088 +1,059	+6%	+$34K	0.43%	66
2016 Q3	$553K	Buy	18,029 +1,447	+9%	+$44.4K	0.38%	53
2016 Q2	$541K	Buy	16,582 +4,163	+34%	+$136K	0.37%	50
2016 Q1	$367K	Sell	12,419 -85	-0.7%	-$2.51K	0.26%	61
2015 Q4	$325K	Buy	12,504 +2,704	+28%	+$70.3K	0.23%	71
2015 Q3	$241K	Buy	9,800 +29	+0.3%	+$713	0.18%	79
2015 Q2	$262K	Buy	+9,771	New	+$262K	0.18%	81
2014 Q2	–	Sell	-6,697	Closed	-$177K	–	200
2014 Q1	$177K	Buy	6,697 +910	+16%	+$24.1K	0.14%	67
2013 Q4	$154K	Hold	5,787	–	–	0.11%	71
2013 Q3	$148K	Hold	5,787	–	–	0.12%	56
2013 Q2	$155K	Buy	+5,787	New	+$155K	0.17%	44