Monarch Capital Management’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 | $413K | Sell |
14,256
-580
| -4% | -$16.8K | 0.11% | 98 |
|
|
2025
Q1 | $420K | Sell |
14,836
-500
| -3% | -$14.1K | 0.12% | 95 |
|
|
2024
Q4 | $349K | Sell |
15,336
-1,862
| -11% | -$42.4K | 0.1% | 102 |
|
|
2024
Q3 | $378K | Buy |
17,198
+500
| +3% | +$11K | 0.1% | 99 |
|
|
2024
Q2 | $319K | Sell |
16,698
-1,875
| -10% | -$35.8K | 0.09% | 102 |
|
|
2024
Q1 | $327K | Sell |
18,573
-1,100
| -6% | -$19.4K | 0.09% | 101 |
|
|
2023
Q4 | $330K | Sell |
19,673
-17,673
| -47% | -$297K | 0.1% | 100 |
|
|
2023
Q3 | $561K | Sell |
37,346
-13,085
| -26% | -$197K | 0.18% | 79 |
|
|
2023
Q2 | $804K | Sell |
50,431
-24,044
| -32% | -$384K | 0.24% | 70 |
|
|
2023
Q1 | $1.43M | Sell |
74,475
-3,850
| -5% | -$74.1K | 0.44% | 57 |
|
|
2022
Q4 | $1.44M | Sell |
78,325
-14,552
| -16% | -$268K | 0.44% | 57 |
|
|
2022
Q3 | $1.43M | Sell |
92,877
-14,461
| -13% | -$222K | 0.46% | 55 |
|
|
2022
Q2 | $2.25M | Sell |
107,338
-34,566
| -24% | -$725K | 0.67% | 43 |
|
|
2022
Q1 | $2.53M | Buy |
141,904
+3,288
| +2% | +$58.7K | 0.67% | 46 |
|
|
2021
Q4 | $2.58M | Sell |
138,616
-3,705
| -3% | -$68.8K | 0.66% | 43 |
|
|
2021
Q3 | $2.9M | Sell |
142,321
-2,021
| -1% | -$41.2K | 0.81% | 41 |
|
|
2021
Q2 | $3.14M | Buy |
144,342
+2,385
| +2% | +$51.9K | 0.9% | 40 |
|
|
2021
Q1 | $3.25M | Buy |
141,957
+560
| +0.4% | +$12.8K | 0.96% | 38 |
|
|
2020
Q4 | $3.07M | Buy |
141,397
+1,413
| +1% | +$30.7K | 0.97% | 37 |
|
|
2020
Q3 | $3.01M | Sell |
139,984
-193
| -0.1% | -$4.16K | 1.05% | 33 |
|
|
2020
Q2 | $3.2M | Sell |
140,177
-707
| -0.5% | -$16.1K | 1.17% | 34 |
|
|
2020
Q1 | $3.1M | Buy |
140,884
+3,853
| +3% | +$84.8K | 1.27% | 31 |
|
|
2019
Q4 | $4.05M | Buy |
137,031
+3,984
| +3% | +$118K | 1.32% | 33 |
|
|
2019
Q3 | $3.8M | Sell |
133,047
-764
| -0.6% | -$21.8K | 1.33% | 33 |
|
|
2019
Q2 | $3.39M | Buy |
133,811
+2,375
| +2% | +$60.1K | 1.21% | 35 |
|
|
2019
Q1 | $3.11M | Buy |
131,436
+6,322
| +5% | +$150K | 1.13% | 36 |
|
|
2018
Q4 | $2.7M | Buy |
125,114
+10,543
| +9% | +$227K | 1.09% | 36 |
|
|
2018
Q3 | $2.91M | Buy |
114,571
+2,886
| +3% | +$73.2K | 1.05% | 36 |
|
|
2018
Q2 | $2.71M | Buy |
111,685
+3,911
| +4% | +$94.9K | 1.04% | 36 |
|
|
2018
Q1 | $2.9M | Buy |
107,774
+3,181
| +3% | +$85.7K | 1.12% | 36 |
|
|
2017
Q4 | $3.07M | Buy |
104,593
+5,498
| +6% | +$161K | 1.14% | 37 |
|
|
2017
Q3 | $2.93M | Buy |
99,095
+5,754
| +6% | +$170K | 1.09% | 37 |
|
|
2017
Q2 | $2.66M | Sell |
93,341
-7,296
| -7% | -$208K | 1.01% | 38 |
|
|
2017
Q1 | $3.16M | Buy |
100,637
+53
| +0.1% | +$1.66K | 1.16% | 37 |
|
|
2016
Q4 | $3.23M | Buy |
100,584
+332
| +0.3% | +$10.7K | 1.21% | 35 |
|
|
2016
Q3 | $3.08M | Sell |
100,252
-265
| -0.3% | -$8.13K | 1.16% | 36 |
|
|
2016
Q2 | $3.28M | Buy |
100,517
+331
| +0.3% | +$10.8K | 1.22% | 35 |
|
|
2016
Q1 | $2.96M | Buy |
100,186
+2,172
| +2% | +$64.3K | 1.07% | 38 |
|
|
2015
Q4 | $2.55M | Buy |
98,014
+397
| +0.4% | +$10.3K | 0.98% | 39 |
|
|
2015
Q3 | $2.4M | Sell |
97,617
-795
| -0.8% | -$19.6K | 0.98% | 38 |
|
|
2015
Q2 | $2.64M | Buy |
98,412
+1,589
| +2% | +$42.6K | 1.01% | 39 |
|
|
2015
Q1 | $2.39M | Buy |
96,823
+927
| +1% | +$22.9K | 0.9% | 42 |
|
|
2014
Q4 | $2.43M | Sell |
95,896
-847
| -0.9% | -$21.5K | 0.92% | 40 |
|
|
2014
Q3 | $2.58M | Buy |
96,743
+1,874
| +2% | +$49.9K | 1.03% | 39 |
|
|
2014
Q2 | $2.53M | Sell |
94,869
-529
| -0.6% | -$14.1K | 0.98% | 41 |
|
|
2014
Q1 | $2.53M | Buy |
95,398
+11,016
| +13% | +$292K | 1% | 40 |
|
|
2013
Q4 | $2.24M | Buy |
84,382
+2,416
| +3% | +$64.2K | 0.88% | 44 |
|
|
2013
Q3 | $2.09M | Buy |
81,966
+397
| +0.5% | +$10.1K | 0.88% | 42 |
|
|
2013
Q2 | $2.18M | Buy |
+81,569
| New | +$2.18M | 0.94% | 41 |
|