Moneta Group Investment Advisors’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 | $2.65M | Buy |
91,721
+20,948
| +30% | +$606K | 0.03% | 196 |
|
|
2025
Q1 | $2M | Sell |
70,773
-1,305
| -2% | -$36.9K | 0.03% | 210 |
|
|
2024
Q4 | $1.64M | Buy |
72,078
+4,669
| +7% | +$106K | 0.02% | 228 |
|
|
2024
Q3 | $1.48M | Sell |
67,409
-11,764
| -15% | -$259K | 0.02% | 235 |
|
|
2024
Q2 | $1.51M | Sell |
79,173
-9,662
| -11% | -$185K | 0.02% | 219 |
|
|
2024
Q1 | $1.56M | Sell |
88,835
-843
| -0.9% | -$14.8K | 0.03% | 214 |
|
|
2023
Q4 | $1.5M | Buy |
89,678
+13,792
| +18% | +$231K | 0.03% | 195 |
|
|
2023
Q3 | $1.14M | Sell |
75,886
-24,374
| -24% | -$366K | 0.03% | 206 |
|
|
2023
Q2 | $1.6M | Buy |
100,260
+10,121
| +11% | +$161K | 0.04% | 187 |
|
|
2023
Q1 | $1.74M | Buy |
90,139
+21,190
| +31% | +$408K | 0.04% | 175 |
|
|
2022
Q4 | $1.4M | Sell |
68,949
-21,338
| -24% | -$435K | 0.04% | 180 |
|
|
2022
Q3 | $1.39M | Buy |
90,287
+10,468
| +13% | +$161K | 0.05% | 162 |
|
|
2022
Q2 | $1.67M | Sell |
79,819
-44,673
| -36% | -$936K | 0.06% | 155 |
|
|
2022
Q1 | $1.68M | Buy |
124,492
+35,795
| +40% | +$482K | 0.07% | 152 |
|
|
2021
Q4 | $1.65M | Sell |
88,697
-11,056
| -11% | -$205K | 0.07% | 152 |
|
|
2021
Q3 | $2.04M | Sell |
99,753
-17,052
| -15% | -$348K | 0.09% | 125 |
|
|
2021
Q2 | $2.54M | Buy |
116,805
+10,036
| +9% | +$218K | 0.12% | 121 |
|
|
2021
Q1 | $2.44M | Buy |
106,769
+58,063
| +119% | +$1.33M | 0.13% | 113 |
|
|
2020
Q4 | $1.06M | Sell |
48,706
-18,446
| -27% | -$401K | 0.08% | 141 |
|
|
2020
Q3 | $1.45M | Buy |
67,152
+12,186
| +22% | +$262K | 0.13% | 104 |
|
|
2020
Q2 | $1.26M | Buy |
54,966
+9,546
| +21% | +$218K | 0.12% | 102 |
|
|
2020
Q1 | $1M | Sell |
45,420
-11,768
| -21% | -$259K | 0.1% | 109 |
|
|
2019
Q4 | $1.69M | Buy |
57,188
+5,508
| +11% | +$163K | 0.14% | 94 |
|
|
2019
Q3 | $1.48M | Sell |
51,680
-4,623
| -8% | -$132K | 0.14% | 96 |
|
|
2019
Q2 | $1.43M | Sell |
56,303
-16,863
| -23% | -$427K | 0.14% | 95 |
|
|
2019
Q1 | $1.73M | Buy |
73,166
+12,487
| +21% | +$296K | 0.18% | 79 |
|
|
2018
Q4 | $1.31M | Sell |
60,679
-56,939
| -48% | -$1.23M | 0.16% | 91 |
|
|
2018
Q3 | $2.98M | Buy |
117,618
+4,076
| +4% | +$103K | 0.31% | 61 |
|
|
2018
Q2 | $2.75M | Buy |
113,542
+5,108
| +5% | +$124K | 0.31% | 54 |
|
|
2018
Q1 | $2.27M | Buy |
108,434
+30,114
| +38% | +$630K | 0.3% | 50 |
|
|
2017
Q4 | $2.3M | Sell |
78,320
-23,345
| -23% | -$686K | 0.35% | 38 |
|
|
2017
Q3 | $3.01M | Sell |
101,665
-4,636
| -4% | -$137K | 0.47% | 31 |
|
|
2017
Q2 | $3.03M | Buy |
106,301
+3,310
| +3% | +$94.3K | 0.49% | 31 |
|
|
2017
Q1 | $3.23M | Sell |
102,991
-4,175
| -4% | -$131K | 0.64% | 23 |
|
|
2016
Q4 | $3.44M | Buy |
107,166
+3,834
| +4% | +$123K | 0.71% | 23 |
|
|
2016
Q3 | $3.17M | Sell |
103,332
-9,976
| -9% | -$306K | 0.72% | 24 |
|
|
2016
Q2 | $3.7M | Buy |
113,308
+2,363
| +2% | +$77.1K | 0.81% | 23 |
|
|
2016
Q1 | $3.28M | Buy |
110,945
+1,865
| +2% | +$55.2K | 0.73% | 23 |
|
|
2015
Q4 | $2.84M | Buy |
109,080
+2,887
| +3% | +$75K | 0.7% | 24 |
|
|
2015
Q3 | $2.61M | Buy |
106,193
+58,193
| +121% | +$1.43M | 0.73% | 26 |
|
|
2015
Q2 | $1.29M | Buy |
48,000
+6,930
| +17% | +$186K | 0.39% | 34 |
|
|
2015
Q1 | $1.01M | Buy |
41,070
+818
| +2% | +$20.2K | 0.43% | 34 |
|
|
2014
Q4 | $1.02M | Sell |
40,252
-2,462
| -6% | -$62.4K | 0.49% | 29 |
|
|
2014
Q3 | $1.14M | Buy |
42,714
+3,170
| +8% | +$84.4K | 0.59% | 25 |
|
|
2014
Q2 | $1.06M | Buy |
39,544
+822
| +2% | +$22K | 0.57% | 28 |
|
|
2014
Q1 | $1.03M | Sell |
38,722
-611
| -2% | -$16.2K | 0.61% | 29 |
|
|
2013
Q4 | $1.05M | Sell |
39,333
-1,295
| -3% | -$34.4K | 0.63% | 29 |
|
|
2013
Q3 | $1.04M | Buy |
40,628
+979
| +2% | +$25K | 0.68% | 29 |
|
|
2013
Q2 | $1.06M | Buy |
+39,649
| New | +$1.06M | 0.75% | 27 |
|