Northwest & Ethical Investments’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 | $4.42M | Sell |
153,135
-253,316
| -62% | -$7.31M | 0.11% | 193 |
|
|
2025
Q1 | $11.5M | Buy |
406,451
+101,202
| +33% | +$2.86M | 0.31% | 102 |
|
|
2024
Q4 | $6.95M | Buy |
305,249
+283,099
| +1,278% | +$6.45M | 0.19% | 158 |
|
|
2024
Q3 | $487K | Hold |
22,150
| – | – | 0.01% | 356 |
|
|
2024
Q2 | $423K | Hold |
22,150
| – | – | 0.01% | 342 |
|
|
2024
Q1 | $390K | Sell |
22,150
-295,736
| -93% | -$5.2M | 0.01% | 352 |
|
|
2023
Q4 | $5.33M | Buy |
317,886
+24,150
| +8% | +$405K | 0.16% | 170 |
|
|
2023
Q3 | $4.41M | Buy |
293,736
+3,171
| +1% | +$47.6K | 0.15% | 179 |
|
|
2023
Q2 | $4.63M | Buy |
290,565
+182,146
| +168% | +$2.91M | 0.15% | 179 |
|
|
2023
Q1 | $2.09M | Hold |
108,419
| – | – | 0.07% | 253 |
|
|
2022
Q4 | $2M | Buy |
+108,419
| New | +$2M | 0.07% | 245 |
|
|
2021
Q3 | – | Sell |
-182,280
| Closed | -$3.96M | – | 428 |
|
|
2021
Q2 | $3.96M | Buy |
182,280
+83,112
| +84% | +$1.81M | 0.13% | 177 |
|
|
2021
Q1 | $2.27M | Sell |
99,168
-3,314
| -3% | -$75.8K | 0.08% | 252 |
|
|
2020
Q4 | $2.23M | Sell |
102,482
-95,549
| -48% | -$2.08M | 0.09% | 245 |
|
|
2020
Q3 | $4.26M | Sell |
198,031
-116,427
| -37% | -$2.51M | 0.19% | 147 |
|
|
2020
Q2 | $7.17M | Buy |
314,458
+139,069
| +79% | +$3.17M | 0.34% | 98 |
|
|
2020
Q1 | $3.86M | Sell |
175,389
-117,332
| -40% | -$2.58M | 0.22% | 128 |
|
|
2019
Q4 | $8.64M | Buy |
292,721
+77,078
| +36% | +$2.27M | 0.39% | 84 |
|
|
2019
Q3 | $6.16M | Buy |
215,643
+2,450
| +1% | +$70K | 0.3% | 105 |
|
|
2019
Q2 | $5.4M | Buy |
213,193
+18,688
| +10% | +$473K | 0.27% | 117 |
|
|
2019
Q1 | $4.61M | Sell |
194,505
-188,446
| -49% | -$4.46M | 0.24% | 131 |
|
|
2018
Q4 | $8.25M | Buy |
382,951
+95,573
| +33% | +$2.06M | 0.49% | 46 |
|
|
2018
Q3 | $7.29M | Buy |
287,378
+76,080
| +36% | +$1.93M | 0.46% | 55 |
|
|
2018
Q2 | $5.12M | Buy |
211,298
+111,204
| +111% | +$2.7M | 0.34% | 81 |
|
|
2018
Q1 | $2.7M | Buy |
100,094
+13,902
| +16% | +$374K | 0.18% | 182 |
|
|
2017
Q4 | $2.53M | Sell |
86,192
-21,052
| -20% | -$618K | 0.16% | 182 |
|
|
2017
Q3 | $3.17M | Buy |
107,244
+2,913
| +3% | +$86.2K | 0.2% | 141 |
|
|
2017
Q2 | $2.97M | Buy |
104,331
+2,648
| +3% | +$75.5K | 0.2% | 145 |
|
|
2017
Q1 | $3.19M | Buy |
+101,683
| New | +$3.19M | 0.22% | 126 |
|
|
2016
Q4 | – | Sell |
-126,708
| Closed | -$3.89M | – | 400 |
|
|
2016
Q3 | $3.89M | Buy |
+126,708
| New | +$3.89M | 0.27% | 90 |
|
|
2015
Q4 | – | Sell |
-16,162
| Closed | -$398K | – | 217 |
|
|
2015
Q3 | $398K | Buy |
+16,162
| New | +$398K | 0.03% | 183 |
|