MPS Loria Financial Planners’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $269K | Sell |
13,003
-598
| -4% | -$14.8K | 0.06% | 80 |
|
|
2026
Q1 | $394K | Buy |
13,601
+28
| +0.2% | +$748 | 0.1% | 60 |
|
|
2025
Q4 | $337K | Buy |
13,573
+1,608
| +13% | +$40.7K | 0.09% | 65 |
|
|
2025
Q3 | $338K | Sell |
11,965
-43
| -0.4% | -$1.22K | 0.09% | 62 |
|
|
2025
Q2 | $348K | Sell |
12,008
-55
| -0.5% | -$1.52K | 0.1% | 61 |
|
|
2025
Q1 | $341K | Sell |
12,063
-988
| -8% | -$24.8K | 0.1% | 58 |
|
|
2024
Q4 | $297K | Buy |
13,051
+261
| +2% | +$5.87K | 0.09% | 63 |
|
|
2024
Q3 | $281K | Sell |
12,790
-1,076
| -8% | -$21.4K | 0.08% | 66 |
|
|
2024
Q2 | $265K | Buy |
13,866
+85
| +0.6% | +$1.48K | 0.09% | 67 |
|
|
2024
Q1 | $243K | Sell |
13,781
-1,471
| -10% | -$25.1K | 0.08% | 70 |
|
|
2023
Q4 | $256K | Sell |
15,252
-620
| -4% | -$9.79K | 0.09% | 74 |
|
|
2023
Q3 | $238K | Sell |
15,872
-421
| -3% | -$6.17K | 0.09% | 72 |
|
|
2023
Q2 | $260K | Sell |
16,293
-379
| -2% | -$6.46K | 0.1% | 68 |
|
|
2023
Q1 | $321K | Buy |
16,672
+586
| +4% | +$11.2K | 0.13% | 51 |
|
|
2022
Q4 | $296K | Sell |
16,086
-9,427
| -37% | -$169K | 0.13% | 55 |
|
|
2022
Q3 | $391K | Buy |
25,513
+303
| +1% | +$5.51K | 0.15% | 42 |
|
|
2022
Q2 | $528K | Sell |
25,210
-17,898
| -42% | -$357K | 0.24% | 34 |
|
|
2022
Q1 | $769K | Buy |
43,108
+116
| +0.3% | +$2.15K | 0.32% | 29 |
|
|
2021
Q4 | $798K | Buy |
42,992
+5,912
| +16% | +$111K | 0.33% | 27 |
|
|
2021
Q3 | $756K | Sell |
37,080
-1,225
| -3% | -$25.7K | 0.35% | 27 |
|
|
2021
Q2 | $833K | Buy |
38,305
+374
| +1% | +$8.51K | 0.38% | 23 |
|
|
2021
Q1 | $867K | Sell |
37,931
-830
| -2% | -$18.4K | 0.4% | 24 |
|
|
2020
Q4 | $862K | Buy |
38,761
+823
| +2% | +$17.7K | 0.39% | 25 |
|
|
2020
Q3 | $817K | Buy |
37,938
+1,457
| +4% | +$32.6K | 0.42% | 23 |
|
|
2020
Q2 | $833K | Buy |
36,481
+11,994
| +49% | +$273K | 0.45% | 24 |
|
|
2020
Q1 | $539K | Buy |
24,487
+152
| +0.6% | +$4.15K | 0.41% | 24 |
|
|
2019
Q4 | $718K | Sell |
24,335
-66
| -0.3% | -$1.91K | 0.42% | 26 |
|
|
2019
Q3 | $697K | Sell |
24,401
-192
| -0.8% | -$5.09K | 0.45% | 25 |
|
|
2019
Q2 | $622K | Sell |
24,593
-2,826
| -10% | -$67.8K | 0.4% | 27 |
|
|
2019
Q1 | $649K | Sell |
27,419
-1,659
| -6% | -$38.2K | 0.43% | 27 |
|
|
2018
Q4 | $626K | Sell |
29,078
-10,144
| -26% | -$236K | 0.45% | 28 |
|
|
2018
Q3 | $995K | Sell |
39,222
-6,856
| -15% | -$168K | 0.62% | 22 |
|
|
2018
Q2 | $1.12M | Sell |
46,078
-400
| -0.9% | -$10K | 1.13% | 16 |
|
|
2018
Q1 | $1.25M | Sell |
46,478
-1,471
| -3% | -$40.9K | 0.88% | 18 |
|
|
2017
Q4 | $1.41M | Sell |
47,949
-198
| -0.4% | -$5.41K | 0.96% | 17 |
|
|
2017
Q3 | $1.42M | Sell |
48,147
-2,534
| -5% | -$71.9K | 1.02% | 14 |
|
|
2017
Q2 | $1.46M | Buy |
+50,681
| New | +$1.49M | 0.98% | 14 |
|
Other funds holding T
MPS Loria Financial Planners's T Position: Q2 2026 in Review
MPS Loria Financial Planners reduced its AT&T (T) stake by 4.4% in Q2 2026, selling an estimated $14.8K and leaving 13,003 shares worth $269K. The position accounts for 0.06% of the portfolio, ranked #80.
MPS Loria Financial Planners first reported a position in T in Q2 2017 and has held it in 37 quarters since. The position peaked at $1.46M in Q2 2017. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.
- MPS Loria Financial Planners held 13,003 shares of AT&T worth $269K as of Q2 2026.
- MPS Loria Financial Planners sold 598 AT&T shares in Q2 2026, an estimated $14.8K.
- AT&T made up 0.06% of MPS Loria Financial Planners's portfolio in Q2 2026, its #80 holding.
- MPS Loria Financial Planners first reported a position in AT&T in Q2 2017 and has held it in 37 quarters since.
- MPS Loria Financial Planners's AT&T position peaked at $1.46M in Q2 2017.
- 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.
Based on MPS Loria Financial Planners's 13F filing for Q2 2026, filed 30 Jul 2026.