Orion Portfolio Solutions’s AT&T T Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$12.8M Buy
450,893
+127,805
+40% +$3.61M 0.13% 142
2024
Q4
$7.36M Buy
323,088
+11,687
+4% +$266K 0.07% 245
2024
Q3
$6.85M Sell
311,401
-17,436
-5% -$384K 0.07% 272
2024
Q2
$6.28M Buy
328,837
+638
+0.2% +$12.2K 0.07% 269
2024
Q1
$5.78M Buy
328,199
+12,591
+4% +$222K 0.06% 296
2023
Q4
$5.47M Sell
315,608
-1,693
-0.5% -$29.3K 0.06% 290
2023
Q3
$4.77M Sell
317,301
-137,199
-30% -$2.06M 0.06% 311
2023
Q2
$7.25M Sell
454,500
-4,894
-1% -$78.1K 0.08% 251
2023
Q1
$8.84M Buy
459,394
+346,592
+307% +$6.67M 0.11% 174
2022
Q4
$2.08M Buy
112,802
+30,482
+37% +$561K 0.07% 190
2022
Q3
$1.26M Buy
82,320
+21,047
+34% +$323K 0.05% 217
2022
Q2
$1.28M Sell
61,273
-20,295
-25% -$425K 0.05% 208
2022
Q1
$1.46M Buy
81,568
+6,332
+8% +$113K 0.05% 210
2021
Q4
$1.4M Sell
75,236
-5,797
-7% -$108K 0.05% 222
2021
Q3
$1.65M Buy
81,033
+11,833
+17% +$241K 0.06% 184
2021
Q2
$1.5M Buy
69,200
+1,556
+2% +$33.8K 0.06% 175
2021
Q1
$1.55M Buy
67,644
+3,979
+6% +$91K 0.07% 152
2020
Q4
$1.38M Sell
63,665
-3,419
-5% -$74.3K 0.06% 166
2020
Q3
$1.45M Sell
67,084
-7,706
-10% -$166K 0.08% 142
2020
Q2
$1.71M Buy
74,790
+1,317
+2% +$30.1K 0.09% 113
2020
Q1
$1.62M Sell
73,473
-15,966
-18% -$352K 0.11% 92
2019
Q4
$2.64M Buy
+89,439
New +$2.64M 0.21% 74