Plancorp LLC’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 | $1.33M | Buy |
45,818
+2,106
| +5% | +$60.9K | 0.05% | 134 |
|
|
2025
Q1 | $1.24M | Buy |
43,712
+7,133
| +20% | +$202K | 0.05% | 130 |
|
|
2024
Q4 | $833K | Sell |
36,579
-8,785
| -19% | -$200K | 0.03% | 145 |
|
|
2024
Q3 | $998K | Sell |
45,364
-392
| -0.9% | -$8.62K | 0.04% | 124 |
|
|
2024
Q2 | $874K | Buy |
45,756
+674
| +1% | +$12.9K | 0.04% | 132 |
|
|
2024
Q1 | $793K | Buy |
45,082
+1,571
| +4% | +$27.6K | 0.03% | 139 |
|
|
2023
Q4 | $730K | Sell |
43,511
-798
| -2% | -$13.4K | 0.04% | 134 |
|
|
2023
Q3 | $666K | Buy |
44,309
+2,595
| +6% | +$39K | 0.04% | 136 |
|
|
2023
Q2 | $665K | Sell |
41,714
-39,592
| -49% | -$631K | 0.04% | 131 |
|
|
2023
Q1 | $1.57M | Buy |
81,306
+47,198
| +138% | +$909K | 0.09% | 82 |
|
|
2022
Q4 | $628K | Buy |
34,108
+1,179
| +4% | +$21.7K | 0.04% | 132 |
|
|
2022
Q3 | $505K | Sell |
32,929
-1,949
| -6% | -$29.9K | 0.03% | 143 |
|
|
2022
Q2 | $731K | Sell |
34,878
-11,906
| -25% | -$250K | 0.05% | 115 |
|
|
2022
Q1 | $835K | Buy |
46,784
+2,811
| +6% | +$50.2K | 0.05% | 110 |
|
|
2021
Q4 | $817K | Sell |
43,973
-1,112
| -2% | -$20.7K | 0.05% | 112 |
|
|
2021
Q3 | $920K | Sell |
45,085
-845
| -2% | -$17.2K | 0.06% | 98 |
|
|
2021
Q2 | $998K | Buy |
45,930
+991
| +2% | +$21.5K | 0.08% | 88 |
|
|
2021
Q1 | $1.03M | Buy |
44,939
+307
| +0.7% | +$7.02K | 0.23% | 77 |
|
|
2020
Q4 | $970K | Buy |
44,632
+1,745
| +4% | +$37.9K | 0.24% | 77 |
|
|
2020
Q3 | $923K | Sell |
42,887
-10,882
| -20% | -$234K | 0.28% | 65 |
|
|
2020
Q2 | $1.23M | Buy |
53,769
+2,737
| +5% | +$62.5K | 0.37% | 51 |
|
|
2020
Q1 | $1.12M | Buy |
51,032
+1,070
| +2% | +$23.6K | 0.44% | 46 |
|
|
2019
Q4 | $1.48M | Sell |
49,962
-1,481
| -3% | -$43.7K | 0.45% | 47 |
|
|
2019
Q3 | $1.47M | Sell |
51,443
-989
| -2% | -$28.3K | 0.56% | 38 |
|
|
2019
Q2 | $1.33M | Sell |
52,432
-23,449
| -31% | -$593K | 0.53% | 41 |
|
|
2019
Q1 | $1.8M | Buy |
75,881
+2,756
| +4% | +$65.3K | 0.68% | 32 |
|
|
2018
Q4 | $1.58M | Sell |
73,125
-509
| -0.7% | -$11K | 0.72% | 32 |
|
|
2018
Q3 | $1.87M | Sell |
73,634
-2,957
| -4% | -$75K | 0.74% | 31 |
|
|
2018
Q2 | $1.86M | Buy |
76,591
+2,823
| +4% | +$68.4K | 0.74% | 30 |
|
|
2018
Q1 | $1.99M | Buy |
73,768
+524
| +0.7% | +$14.1K | 0.63% | 27 |
|
|
2017
Q4 | $2.15M | Buy |
73,244
+2,741
| +4% | +$80.6K | 0.7% | 29 |
|
|
2017
Q3 | $2.09M | Sell |
70,503
-3,015
| -4% | -$89.3K | 0.62% | 28 |
|
|
2017
Q2 | $2.1M | Sell |
73,518
-3,357
| -4% | -$95.7K | 0.62% | 26 |
|
|
2017
Q1 | $2.41M | Sell |
76,875
-1,959
| -2% | -$61.5K | 0.7% | 24 |
|
|
2016
Q4 | $2.53M | Sell |
78,834
-3,249
| -4% | -$104K | 0.72% | 22 |
|
|
2016
Q3 | $2.52M | Buy |
82,083
+55,235
| +206% | +$1.69M | 1.6% | 18 |
|
|
2016
Q2 | $876K | Buy |
+26,848
| New | +$876K | 0.78% | 25 |
|
|
2016
Q1 | – | Sell |
-20,661
| Closed | -$537K | – | 77 |
|
|
2015
Q4 | $537K | Hold |
20,661
| – | – | 0.64% | 39 |
|
|
2015
Q3 | $508K | Sell |
20,661
-7,944
| -28% | -$195K | 0.46% | 46 |
|
|
2015
Q2 | $767K | Buy |
28,605
+7,944
| +38% | +$213K | 0.71% | 24 |
|
|
2015
Q1 | $509K | Sell |
20,661
-7,944
| -28% | -$196K | 0.51% | 49 |
|
|
2014
Q4 | $726K | Sell |
28,605
-28,596
| -50% | -$726K | 0.76% | 25 |
|
|
2014
Q3 | $1.52M | Buy |
57,201
+28,596
| +100% | +$762K | 1.6% | 13 |
|
|
2014
Q2 | $764K | Sell |
28,605
-39,319
| -58% | -$1.05M | 0.69% | 25 |
|
|
2014
Q1 | $1.8M | Buy |
67,924
+11,884
| +21% | +$315K | 1.22% | 17 |
|
|
2013
Q4 | $1.49M | Buy |
+56,040
| New | +$1.49M | 1.31% | 14 |
|