Northeast Financial Consultants’s AT&T T Stock Holding History

Northeast Financial Consultants’s Portfolio T Stock Details T Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$309K	Sell	10,680 -424	-4%	-$12.3K	0.01%	246
2025 Q1	$314K	Hold	11,104	–	–	0.01%	235
2024 Q4	$253K	Buy	11,104 +800	+8%	+$18.2K	0.01%	255
2024 Q3	$227K	Buy	10,304 +294	+3%	+$6.47K	0.01%	268
2024 Q2	$191K	Sell	10,010 -8,959	-47%	-$171K	0.01%	260
2024 Q1	$334K	Buy	18,969 +4,709	+33%	+$82.9K	0.02%	229
2023 Q4	$239K	Buy	14,260 +1,292	+10%	+$21.7K	0.01%	247
2023 Q3	$195K	Hold	12,968	–	–	0.01%	272
2023 Q2	$207K	Buy	12,968 +306	+2%	+$4.88K	0.01%	270
2023 Q1	$244K	Sell	12,662 -700	-5%	-$13.5K	0.02%	270
2022 Q4	$246K	Hold	13,362	–	–	0.02%	269
2022 Q3	$205K	Hold	13,362	–	–	0.02%	306
2022 Q2	$280K	Sell	13,362 -4,535	-25%	-$95K	0.02%	267
2022 Q1	$319K	Buy	17,897 +5,442	+44%	+$97K	0.02%	291
2021 Q4	$231K	Sell	12,455 -191,559	-94%	-$3.55M	0.01%	315
2021 Q3	$4.16M	Sell	204,014 -2	-0%	-$41	0.28%	57
2021 Q2	$4.44M	Buy	204,016 +180,192	+756%	+$3.92M	0.3%	57
2021 Q1	$545K	Buy	23,824 +208	+0.9%	+$4.76K	0.04%	198
2020 Q4	$513K	Sell	23,616 -3,135	-12%	-$68.1K	0.04%	195
2020 Q3	$576K	Buy	26,751 +708	+3%	+$15.2K	0.05%	162
2020 Q2	$595K	Buy	26,043 +20	+0.1%	+$457	0.06%	156
2020 Q1	$573K	Buy	26,023 +438	+2%	+$9.64K	0.06%	155
2019 Q4	$756K	Sell	25,585 -2,118	-8%	-$62.6K	0.07%	150
2019 Q3	$792K	Sell	27,703 -265	-0.9%	-$7.58K	0.08%	147
2019 Q2	$708K	Sell	27,968 -7,448	-21%	-$189K	0.07%	159
2019 Q1	$839K	Buy	35,416 +4,252	+14%	+$101K	0.09%	134
2018 Q4	$672K	Buy	31,164 +16,240	+109%	+$350K	0.09%	111
2018 Q3	$378K	Buy	14,924 +6,583	+79%	+$167K	0.1%	104
2018 Q2	$202K	Sell	8,341 -530	-6%	-$12.8K	0.06%	137
2018 Q1	$238K	Hold	8,871	–	–	0.08%	129
2017 Q4	$260K	Sell	8,871 -5,633	-39%	-$165K	0.09%	121
2017 Q3	$429K	Buy	14,504 +1,308	+10%	+$38.7K	0.16%	98
2017 Q2	$376K	Hold	13,196	–	–	0.15%	104
2017 Q1	$414K	Hold	13,196	–	–	0.17%	101
2016 Q4	$424K	Buy	13,196 +413	+3%	+$13.3K	0.19%	94
2016 Q3	$391K	Hold	12,783	–	–	0.17%	103
2016 Q2	$418K	Buy	12,783 +3,707	+41%	+$121K	0.19%	90
2016 Q1	$269K	Hold	9,076	–	–	0.14%	109
2015 Q4	$236K	Hold	9,076	–	–	0.12%	108
2015 Q3	$223K	Hold	9,076	–	–	0.11%	122
2015 Q2	$243K	Hold	9,076	–	–	0.11%	131
2015 Q1	$224K	Hold	9,076	–	–	0.1%	128
2014 Q4	$230K	Hold	9,076	–	–	0.12%	117
2014 Q3	$242K	Hold	9,076	–	–	0.13%	113
2014 Q2	$242K	Buy	9,076 +927	+11%	+$24.7K	0.14%	107
2014 Q1	$216K	Hold	8,149	–	–	0.13%	109
2013 Q4	$216K	Buy	+8,149	New	+$216K	0.14%	89