Patriot Financial Group Insurance Agency’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
Q1 | $1.64M | Sell |
56,646
-1,034
| -2% | -$27.6K | 0.09% | 232 |
|
|
2025
Q4 | $1.43M | Buy |
57,680
+35,143
| +156% | +$890K | 0.17% | 152 |
|
|
2025
Q3 | $636K | Sell |
22,537
-4,113
| -15% | -$117K | 0.08% | 250 |
|
|
2025
Q2 | $771K | Buy |
26,650
+985
| +4% | +$27.1K | 0.09% | 249 |
|
|
2025
Q1 | $726K | Sell |
25,665
-13,699
| -35% | -$344K | 0.1% | 231 |
|
|
2024
Q4 | $896K | Sell |
39,364
-1,002
| -2% | -$22.6K | 0.12% | 198 |
|
|
2024
Q3 | $888K | Buy |
40,366
+8,928
| +28% | +$178K | 0.12% | 201 |
|
|
2024
Q2 | $601K | Buy |
31,438
+2,630
| +9% | +$45.7K | 0.09% | 244 |
|
|
2024
Q1 | $507K | Sell |
28,808
-1,047
| -4% | -$17.9K | 0.08% | 270 |
|
|
2023
Q4 | $501K | Sell |
29,855
-1,448
| -5% | -$22.9K | 0.09% | 246 |
|
|
2023
Q3 | $470K | Sell |
31,303
-3,088
| -9% | -$45.3K | 0.1% | 244 |
|
|
2023
Q2 | $549K | Buy |
34,391
+5,904
| +21% | +$101K | 0.1% | 229 |
|
|
2023
Q1 | $548K | Buy |
28,487
+1,550
| +6% | +$29.6K | 0.11% | 210 |
|
|
2022
Q4 | $496K | Sell |
26,937
-298
| -1% | -$5.33K | 0.11% | 213 |
|
|
2022
Q3 | $418K | Sell |
27,235
-3,290
| -11% | -$59.9K | 0.1% | 220 |
|
|
2022
Q2 | $640K | Sell |
30,525
-6,985
| -19% | -$139K | 0.13% | 165 |
|
|
2022
Q1 | $669K | Sell |
37,510
-8,651
| -19% | -$160K | 0.12% | 190 |
|
|
2021
Q4 | $858K | Sell |
46,161
-14,521
| -24% | -$271K | 0.14% | 153 |
|
|
2021
Q3 | $1.24M | Sell |
60,682
-3,402
| -5% | -$71.5K | 0.22% | 110 |
|
|
2021
Q2 | $1.39M | Sell |
64,084
-15,735
| -20% | -$358K | 0.25% | 91 |
|
|
2021
Q1 | $1.82M | Sell |
79,819
-5,068
| -6% | -$112K | 0.42% | 36 |
|
|
2020
Q4 | $1.84M | Buy |
84,887
+14,081
| +20% | +$304K | 0.46% | 35 |
|
|
2020
Q3 | $1.52M | Sell |
70,806
-4,493
| -6% | -$100K | 0.5% | 36 |
|
|
2020
Q2 | $1.72M | Sell |
75,299
-36,206
| -32% | -$825K | 0.66% | 19 |
|
|
2020
Q1 | $2.46M | Buy |
111,505
+5,226
| +5% | +$143K | 1.12% | 10 |
|
|
2019
Q4 | $3.14M | Buy |
106,279
+8,615
| +9% | +$249K | 1.18% | 11 |
|
|
2019
Q3 | $2.79M | Buy |
97,664
+7,502
| +8% | +$199K | 1.25% | 9 |
|
|
2019
Q2 | $2.31M | Buy |
90,162
+13,468
| +18% | +$323K | 0.99% | 15 |
|
|
2019
Q1 | $1.82M | Buy |
76,694
+22,062
| +40% | +$508K | 0.93% | 15 |
|
|
2018
Q4 | $1.18M | Buy |
54,632
+10,421
| +24% | +$243K | 0.78% | 22 |
|
|
2018
Q3 | $1.12M | Buy |
44,211
+32,556
| +279% | +$797K | 0.67% | 19 |
|
|
2018
Q2 | $283K | Sell |
11,655
-20,925
| -64% | -$525K | 0.3% | 56 |
|
|
2018
Q1 | $864K | Buy |
32,580
+649
| +2% | +$18.1K | 0.64% | 28 |
|
|
2017
Q4 | $930K | Sell |
31,931
-2,235
| -7% | -$61K | 0.7% | 23 |
|
|
2017
Q3 | $988K | Buy |
34,166
+1,748
| +5% | +$49.6K | 0.88% | 18 |
|
|
2017
Q2 | $902K | Buy |
32,418
+1,640
| +5% | +$48.3K | 0.94% | 16 |
|
|
2017
Q1 | $964K | Buy |
30,778
+3,580
| +13% | +$113K | 1.02% | 14 |
|
|
2016
Q4 | $851K | Buy |
+27,198
| New | +$803K | 1.16% | 11 |
|
Other funds holding T
VCM
VPM
