Pinion Investment Advisors’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
$1.54M Sell
53,273
-51,813
-49% -$1.5M 0.53% 34
2025
Q1
$2.97M Buy
105,086
+53,166
+102% +$1.5M 0.65% 30
2024
Q4
$1.18M Buy
51,920
+2,698
+5% +$61.4K 0.47% 35
2024
Q3
$1.08M Buy
49,222
+3,306
+7% +$72.7K 0.45% 43
2024
Q2
$877K Buy
45,916
+235
+0.5% +$4.49K 0.44% 43
2024
Q1
$804K Buy
45,681
+6,687
+17% +$118K 0.42% 48
2023
Q4
$654K Buy
38,994
+1,111
+3% +$18.6K 0.39% 50
2023
Q3
$569K Buy
37,883
+3,700
+11% +$55.6K 0.37% 63
2023
Q2
$545K Buy
34,183
+2,199
+7% +$35.1K 0.37% 68
2023
Q1
$616K Buy
31,984
+4,063
+15% +$78.3K 0.58% 46
2022
Q4
$514K Buy
27,921
+3,275
+13% +$60.3K 0.48% 59
2022
Q3
$378K Buy
24,646
+4,287
+21% +$65.8K 0.33% 97
2022
Q2
$427K Buy
20,359
+7,859
+63% +$165K 0.36% 92
2022
Q1
$223K Buy
+12,500
New +$223K 0.15% 156
2021
Q4
Sell
-23,439
Closed -$478K 158
2021
Q3
$478K Buy
23,439
+808
+4% +$16.5K 0.38% 84
2021
Q2
$492K Sell
22,631
-607
-3% -$13.2K 0.4% 91
2021
Q1
$531K Sell
23,238
-3,276
-12% -$74.9K 0.49% 73
2020
Q4
$576K Buy
26,514
+2,808
+12% +$61K 0.61% 54
2020
Q3
$541K Hold
23,706
0.82% 46
2020
Q2
$541K Sell
23,706
-1,018
-4% -$23.2K 0.82% 46
2020
Q1
$544K Buy
24,724
+754
+3% +$16.6K 1.17% 33
2019
Q4
$708K Buy
23,970
+1,447
+6% +$42.7K 1.31% 15
2019
Q3
$644K Buy
22,523
+354
+2% +$10.1K 1.32% 12
2019
Q2
$561K Sell
22,169
-3,031
-12% -$76.7K 1.2% 19
2019
Q1
$597K Buy
25,200
+615
+3% +$14.6K 1.04% 32
2018
Q4
$530K Sell
24,585
-1,993
-7% -$43K 1.12% 27
2018
Q3
$674K Sell
26,578
-2,150
-7% -$54.5K 1.29% 16
2018
Q2
$697K Buy
28,728
+6,779
+31% +$164K 1.35% 10
2018
Q1
$591K Buy
+21,949
New +$591K 1.27% 19