Meridian Financial Partners’s AT&T T Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$276K Buy
9,551
+37
+0.4% +$1.07K 0.13% 91
2025
Q1
$269K Buy
+9,514
New +$269K 0.14% 91
2024
Q4
Sell
-9,251
Closed -$204K 107
2024
Q3
$204K Buy
+9,251
New +$204K 0.1% 100
2024
Q1
Sell
-10,388
Closed -$170K 53
2023
Q4
$170K Sell
10,388
-1,664
-14% -$27.2K 0.17% 51
2023
Q3
$184K Sell
12,052
-2,060
-15% -$31.5K 0.19% 49
2023
Q2
$207K Buy
14,112
+1
+0% +$15 0.12% 82
2023
Q1
$280K Hold
14,111
0.32% 38
2022
Q4
$267K Buy
14,111
+100
+0.7% +$1.89K 0.3% 42
2022
Q3
$210K Buy
14,011
+150
+1% +$2.25K 0.3% 43
2022
Q2
$255K Sell
13,861
-2,902
-17% -$53.4K 0.17% 79
2022
Q1
$299K Buy
16,763
+4,969
+42% +$88.6K 0.45% 38
2021
Q4
$243K Sell
11,794
-4,812
-29% -$99.1K 0.16% 75
2021
Q3
$317K Buy
16,606
+431
+3% +$8.23K 0.21% 65
2021
Q2
$341K Buy
16,175
+250
+2% +$5.27K 0.23% 61
2021
Q1
$360K Hold
15,925
0.27% 56
2020
Q4
$348K Buy
15,925
+4,303
+37% +$94K 0.27% 54
2020
Q3
$240K Sell
11,622
-4,396
-27% -$90.8K 0.2% 59
2020
Q2
$362K Buy
+16,018
New +$362K 0.33% 51
2019
Q1
Sell
-17,625
Closed -$380K 57
2018
Q4
$380K Buy
+17,625
New +$380K 0.51% 36