Plante Moran Financial 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 | $38.1K | Sell |
1,317
-2,078
| -61% | -$60.1K | ﹤0.01% | 379 |
|
2025
Q1 | $96K | Sell |
3,395
-995
| -23% | -$28.1K | 0.01% | 249 |
|
2024
Q4 | $100K | Sell |
4,390
-1,038
| -19% | -$23.6K | 0.01% | 257 |
|
2024
Q3 | $119K | Buy |
5,428
+1,255
| +30% | +$27.6K | 0.01% | 252 |
|
2024
Q2 | $79.7K | Buy |
4,173
+2,133
| +105% | +$40.8K | 0.01% | 272 |
|
2024
Q1 | $35.9K | Sell |
2,040
-1,618
| -44% | -$28.5K | ﹤0.01% | 408 |
|
2023
Q4 | $61.4K | Sell |
3,658
-1,214
| -25% | -$20.4K | 0.01% | 299 |
|
2023
Q3 | $73.2K | Buy |
4,872
+1,692
| +53% | +$25.4K | 0.01% | 254 |
|
2023
Q2 | $50.7K | Sell |
3,180
-2,642
| -45% | -$42.1K | 0.01% | 299 |
|
2023
Q1 | $112K | Sell |
5,822
-2,448
| -30% | -$47.1K | 0.02% | 218 |
|
2022
Q4 | $152K | Sell |
8,270
-4,157
| -33% | -$76.5K | 0.02% | 179 |
|
2022
Q3 | $191K | Sell |
12,427
-160
| -1% | -$2.46K | 0.03% | 149 |
|
2022
Q2 | $264K | Sell |
12,587
-6,554
| -34% | -$137K | 0.04% | 126 |
|
2022
Q1 | $342K | Sell |
19,141
-1,756
| -8% | -$31.4K | 0.06% | 114 |
|
2021
Q4 | $388K | Sell |
20,897
-11,145
| -35% | -$207K | 0.06% | 113 |
|
2021
Q3 | $654K | Buy |
32,042
+15,528
| +94% | +$317K | 0.15% | 68 |
|
2021
Q2 | $359K | Buy |
16,514
+1,652
| +11% | +$35.9K | 0.09% | 114 |
|
2021
Q1 | $340K | Sell |
14,862
-3,719
| -20% | -$85.1K | 0.09% | 114 |
|
2020
Q4 | $404K | Buy |
18,581
+4,356
| +31% | +$94.7K | 0.12% | 98 |
|
2020
Q3 | $306K | Buy |
14,225
+208
| +1% | +$4.47K | 0.11% | 105 |
|
2020
Q2 | $320K | Sell |
14,017
-9,084
| -39% | -$207K | 0.13% | 92 |
|
2020
Q1 | $509K | Sell |
23,101
-1,361
| -6% | -$30K | 0.23% | 63 |
|
2019
Q4 | $722K | Sell |
24,462
-1,163
| -5% | -$34.3K | 0.25% | 57 |
|
2019
Q3 | $732K | Buy |
25,625
+55
| +0.2% | +$1.57K | 0.21% | 65 |
|
2019
Q2 | $647K | Buy |
25,570
+2,465
| +11% | +$62.4K | 0.2% | 67 |
|
2019
Q1 | $547K | Buy |
23,105
+2,837
| +14% | +$67.2K | 0.17% | 73 |
|
2018
Q4 | $437K | Sell |
20,268
-5,670
| -22% | -$122K | 0.15% | 84 |
|
2018
Q3 | $658K | Sell |
25,938
-286
| -1% | -$7.26K | 0.21% | 62 |
|
2018
Q2 | $636K | Sell |
26,224
-1,089
| -4% | -$26.4K | 0.32% | 64 |
|
2018
Q1 | $735K | Sell |
27,313
-1,910
| -7% | -$51.4K | 0.4% | 52 |
|
2017
Q4 | $858K | Sell |
29,223
-4,787
| -14% | -$141K | 0.48% | 45 |
|
2017
Q3 | $1.01M | Sell |
34,010
-3,013
| -8% | -$89.1K | 0.6% | 34 |
|
2017
Q2 | $1.06M | Buy |
37,023
+1,237
| +3% | +$35.2K | 0.66% | 30 |
|
2017
Q1 | $1.12M | Sell |
35,786
-1,953
| -5% | -$61.3K | 0.68% | 27 |
|
2016
Q4 | $1.21M | Buy |
37,739
+561
| +2% | +$18K | 0.76% | 28 |
|
2016
Q3 | $1.14M | Buy |
37,178
+3,404
| +10% | +$104K | 0.77% | 29 |
|
2016
Q2 | $1.1M | Buy |
33,774
+2,107
| +7% | +$68.7K | 0.8% | 30 |
|
2016
Q1 | $937K | Buy |
31,667
+1,189
| +4% | +$35.2K | 0.72% | 31 |
|
2015
Q4 | $792K | Sell |
30,478
-3,183
| -9% | -$82.7K | 0.59% | 35 |
|
2015
Q3 | $828K | Buy |
33,661
+3,296
| +11% | +$81.1K | 0.65% | 35 |
|
2015
Q2 | $815K | Buy |
30,365
+7,165
| +31% | +$192K | 0.58% | 39 |
|
2015
Q1 | $572K | Buy |
23,200
+4,232
| +22% | +$104K | 0.4% | 57 |
|
2014
Q4 | $481K | Sell |
18,968
-1,587
| -8% | -$40.2K | 0.35% | 59 |
|
2014
Q3 | $547K | Buy |
20,555
+1,540
| +8% | +$41K | 0.48% | 45 |
|
2014
Q2 | $508K | Buy |
19,015
+9,351
| +97% | +$250K | 0.46% | 52 |
|
2014
Q1 | $256K | Sell |
9,664
-9,310
| -49% | -$247K | 0.28% | 61 |
|
2013
Q4 | $504K | Buy |
18,974
+5,529
| +41% | +$147K | 0.28% | 54 |
|
2013
Q3 | $343K | Sell |
13,445
-26,940
| -67% | -$687K | 0.21% | 54 |
|
2013
Q2 | $1.08M | Buy |
+40,385
| New | +$1.08M | 0.8% | 19 |
|