Neville Rodie & Shaw’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 | $1.59M | Sell |
54,900
-3,700
| -6% | -$107K | 0.12% | 104 |
|
|
2025
Q1 | $1.66M | Sell |
58,600
-175
| -0.3% | -$4.95K | 0.13% | 102 |
|
|
2024
Q4 | $1.34M | Buy |
58,775
+28,262
| +93% | +$643K | 0.1% | 119 |
|
|
2024
Q3 | $671K | Sell |
30,513
-4,560
| -13% | -$100K | 0.05% | 158 |
|
|
2024
Q2 | $670K | Hold |
35,073
| – | – | 0.05% | 156 |
|
|
2024
Q1 | $617K | Sell |
35,073
-8,725
| -20% | -$153K | 0.05% | 166 |
|
|
2023
Q4 | $735K | Sell |
43,798
-4,414
| -9% | -$74.1K | 0.06% | 146 |
|
|
2023
Q3 | $724K | Sell |
48,212
-4,188
| -8% | -$62.9K | 0.06% | 143 |
|
|
2023
Q2 | $836K | Sell |
52,400
-2,165
| -4% | -$34.5K | 0.07% | 137 |
|
|
2023
Q1 | $1.05M | Hold |
54,565
| – | – | 0.1% | 123 |
|
|
2022
Q4 | $1.01M | Sell |
54,565
-1,898
| -3% | -$35K | 0.09% | 125 |
|
|
2022
Q3 | $866K | Sell |
56,463
-5,258
| -9% | -$80.6K | 0.09% | 129 |
|
|
2022
Q2 | $1.29M | Sell |
61,721
-22,827
| -27% | -$479K | 0.12% | 111 |
|
|
2022
Q1 | $1.53M | Sell |
84,548
-2,998
| -3% | -$54.3K | 0.11% | 107 |
|
|
2021
Q4 | $1.63M | Sell |
87,546
-4,986
| -5% | -$92.7K | 0.12% | 107 |
|
|
2021
Q3 | $1.89M | Sell |
92,532
-570
| -0.6% | -$11.6K | 0.15% | 95 |
|
|
2021
Q2 | $2.02M | Sell |
93,102
-6,076
| -6% | -$132K | 0.16% | 93 |
|
|
2021
Q1 | $2.27M | Sell |
99,178
-16,198
| -14% | -$370K | 0.19% | 86 |
|
|
2020
Q4 | $2.51M | Sell |
115,376
-27,823
| -19% | -$604K | 0.22% | 80 |
|
|
2020
Q3 | $3.08M | Sell |
143,199
-4,965
| -3% | -$107K | 0.29% | 65 |
|
|
2020
Q2 | $3.38M | Sell |
148,164
-16,698
| -10% | -$381K | 0.35% | 61 |
|
|
2020
Q1 | $3.63M | Buy |
164,862
+2,172
| +1% | +$47.8K | 0.44% | 58 |
|
|
2019
Q4 | $4.8M | Buy |
162,690
+11,174
| +7% | +$330K | 0.47% | 59 |
|
|
2019
Q3 | $4.33M | Sell |
151,516
-17,609
| -10% | -$503K | 0.46% | 62 |
|
|
2019
Q2 | $4.28M | Sell |
169,125
-1,912
| -1% | -$48.4K | 0.45% | 61 |
|
|
2019
Q1 | $4.05M | Sell |
171,037
-792
| -0.5% | -$18.8K | 0.43% | 66 |
|
|
2018
Q4 | $3.7M | Sell |
171,829
-12,214
| -7% | -$263K | 0.45% | 67 |
|
|
2018
Q3 | $4.67M | Sell |
184,043
-3,311
| -2% | -$84K | 0.46% | 67 |
|
|
2018
Q2 | $4.54M | Sell |
187,354
-25,851
| -12% | -$627K | 0.48% | 65 |
|
|
2018
Q1 | $5.74M | Buy |
213,205
+1,595
| +0.8% | +$42.9K | 0.63% | 54 |
|
|
2017
Q4 | $6.21M | Buy |
211,610
+4,980
| +2% | +$146K | 0.66% | 54 |
|
|
2017
Q3 | $6.11M | Sell |
206,630
-6,044
| -3% | -$179K | 0.68% | 55 |
|
|
2017
Q2 | $6.06M | Sell |
212,674
-5,068
| -2% | -$144K | 0.69% | 53 |
|
|
2017
Q1 | $6.83M | Buy |
217,742
+13,095
| +6% | +$411K | 0.78% | 41 |
|
|
2016
Q4 | $6.57M | Sell |
204,647
-794
| -0.4% | -$25.5K | 0.78% | 39 |
|
|
2016
Q3 | $6.3M | Sell |
205,441
-11,214
| -5% | -$344K | 0.74% | 46 |
|
|
2016
Q2 | $7.07M | Buy |
216,655
+3,009
| +1% | +$98.2K | 0.85% | 36 |
|
|
2016
Q1 | $6.32M | Buy |
213,646
+13,308
| +7% | +$394K | 0.77% | 44 |
|
|
2015
Q4 | $5.21M | Sell |
200,338
-8,507
| -4% | -$221K | 0.63% | 56 |
|
|
2015
Q3 | $5.14M | Buy |
208,845
+2,477
| +1% | +$61K | 0.63% | 52 |
|
|
2015
Q2 | $5.54M | Sell |
206,368
-5,461
| -3% | -$146K | 0.61% | 51 |
|
|
2015
Q1 | $5.22M | Sell |
211,829
-629
| -0.3% | -$15.5K | 0.54% | 59 |
|
|
2014
Q4 | $5.39M | Sell |
212,458
-2,752
| -1% | -$69.8K | 0.55% | 59 |
|
|
2014
Q3 | $5.73M | Buy |
215,210
+4,053
| +2% | +$108K | 0.56% | 54 |
|
|
2014
Q2 | $5.64M | Buy |
211,157
+3,211
| +2% | +$85.8K | 0.57% | 51 |
|
|
2014
Q1 | $5.51M | Sell |
207,946
-3,032
| -1% | -$80.3K | 0.6% | 51 |
|
|
2013
Q4 | $5.6M | Sell |
210,978
-6,668
| -3% | -$177K | 0.61% | 48 |
|
|
2013
Q3 | $5.56M | Sell |
217,646
-993
| -0.5% | -$25.4K | 0.65% | 45 |
|
|
2013
Q2 | $5.85M | Buy |
+218,639
| New | +$5.85M | 0.71% | 42 |
|