Lipe & Dalton’s AT&T T Stock Holding History

Lipe & Dalton’s Portfolio T Stock Details T Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell
2023 Q3	$30K	Buy
2023 Q2	–	Sell
2023 Q1	$286K	Sell
2022 Q4	$327K	Buy
2022 Q3	$261K	Hold
2022 Q2	$356K	Sell
2022 Q1	$626K	Buy
2021 Q4	$557K	Sell
2021 Q3	$792K	Sell
2021 Q2	$883K	Sell
2021 Q1	$1.09M	Buy
2020 Q4	$791K	Sell
2020 Q3	$801K	Sell
2020 Q2	$857K	Sell
2020 Q1	$2.63M	Sell
2019 Q4	$3.62M	Buy
2019 Q3	$3.43M	Buy
2019 Q2	$2.88M	Sell
2019 Q1	$2.74M	Buy
2018 Q4	$2.43M	Sell
2018 Q3	$2.87M	Sell
2018 Q2	$2.76M	Buy
2018 Q1	$482K	Buy
2017 Q4	$495K	Buy
2017 Q3	$369K	Buy
2017 Q2	$281K	Hold
2017 Q1	$309K	Sell
2016 Q4	$2.71M	Sell
2016 Q3	$2.61M	Buy
2016 Q2	$2.74M	Buy
2016 Q1	$2.44M	Buy
2015 Q4	$1.17M	Buy
2015 Q3	$1.07M	Buy
2015 Q2	$1.04M	Buy
2015 Q1	$913K	Sell
2014 Q4	$1.07M	Buy
2014 Q3	$913K	Buy
2014 Q2	$814K	Buy
2014 Q1	$441K	Buy
2013 Q4	$248K	Buy
2013 Q3	$217K	Buy
2013 Q2	$209K	Buy