Lokken Investment Group’s AT&T T Stock Holding History

Lokken Investment Group’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
2025 Q3	$240K	Buy	8,516 +483	+6%	+$13.7K	0.08%	129
2025 Q2	$232K	Sell	8,033 -1,142	-12%	-$31.5K	0.09%	120
2025 Q1	$259K	Buy	+9,175	New	+$231K	0.11%	110
2023 Q1	–	Sell	-12,390	Closed	-$228K	–	136
2022 Q4	$228K	Buy	+12,390	New	+$222K	0.18%	104
2022 Q2	–	Sell	-14,998	Closed	-$214K	–	124
2022 Q1	$214K	Sell	14,998 -1,246	-8%	-$23.1K	0.17%	117
2021 Q4	$302K	Sell	16,244 -4,015	-20%	-$75.1K	0.22%	99
2021 Q3	$413K	Sell	20,259 -11,320	-36%	-$238K	0.33%	68
2021 Q2	$686K	Sell	31,579 -1,173	-4%	-$26.7K	0.56%	42
2021 Q1	$749K	Buy	32,752 +1,483	+5%	+$32.8K	0.66%	35
2020 Q4	$679K	Buy	+31,269	New	+$674K	0.62%	35

Other funds holding T

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lokken Investment Group's T Position: Q3 2025 in Review

Lokken Investment Group increased its AT&T (T) stake by 6% in Q3 2025, buying an estimated $13.7K and bringing the position to 8,516 shares worth $240K. The position accounts for 0.08% of the portfolio, ranked #129.

Lokken Investment Group first reported a position in T in Q4 2020 and has held it in 10 quarters since. The position peaked at $749K in Q1 2021. 2,862 funds tracked by Wall St. Rank hold T as of Q3 2025.

Lokken Investment Group held 8,516 shares of AT&T worth $240K as of Q3 2025.
Lokken Investment Group bought 483 AT&T shares in Q3 2025, an estimated $13.7K.
AT&T made up 0.08% of Lokken Investment Group's portfolio in Q3 2025, its #129 holding.
Lokken Investment Group first reported a position in AT&T in Q4 2020 and has held it in 10 quarters since.
Lokken Investment Group's AT&T position peaked at $749K in Q1 2021.
2,862 funds tracked by Wall St. Rank held AT&T as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.