Principle Wealth Partners’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 | $927K | Buy |
32,035
+2,505
| +8% | +$72.5K | 0.06% | 168 |
|
|
2025
Q1 | $835K | Sell |
29,530
-111
| -0.4% | -$3.14K | 0.06% | 173 |
|
|
2024
Q4 | $675K | Sell |
29,641
-3,272
| -10% | -$74.5K | 0.05% | 192 |
|
|
2024
Q3 | $724K | Hold |
32,913
| – | – | 0.05% | 187 |
|
|
2024
Q2 | $629K | Sell |
32,913
-175
| -0.5% | -$3.34K | 0.05% | 192 |
|
|
2024
Q1 | $582K | Buy |
33,088
+920
| +3% | +$16.2K | 0.05% | 202 |
|
|
2023
Q4 | $540K | Sell |
32,168
-3,503
| -10% | -$58.8K | 0.05% | 202 |
|
|
2023
Q3 | $536K | Sell |
35,671
-15,462
| -30% | -$232K | 0.05% | 194 |
|
|
2023
Q2 | $816K | Sell |
51,133
-1,257
| -2% | -$20K | 0.08% | 153 |
|
|
2023
Q1 | $1.01M | Sell |
52,390
-4,471
| -8% | -$86.1K | 0.11% | 135 |
|
|
2022
Q4 | $1.05M | Buy |
56,861
+16,832
| +42% | +$310K | 0.12% | 125 |
|
|
2022
Q3 | $614 | Sell |
40,029
-25,196
| -39% | -$386 | 0.06% | 164 |
|
|
2022
Q2 | $1.37M | Sell |
65,225
-28,869
| -31% | -$605K | 0.16% | 109 |
|
|
2022
Q1 | $1.68M | Sell |
94,094
-28,662
| -23% | -$511K | 0.18% | 103 |
|
|
2021
Q4 | $2.28M | Sell |
122,756
-5,736
| -4% | -$107K | 0.24% | 84 |
|
|
2021
Q3 | $2.62M | Sell |
128,492
-31,470
| -20% | -$642K | 0.3% | 71 |
|
|
2021
Q2 | $3.48M | Sell |
159,962
-31,702
| -17% | -$689K | 0.39% | 59 |
|
|
2021
Q1 | $4.38M | Buy |
191,664
+14,312
| +8% | +$327K | 0.51% | 43 |
|
|
2020
Q4 | $3.85M | Buy |
177,352
+161,912
| +1,049% | +$3.52M | 0.51% | 40 |
|
|
2020
Q3 | $323K | Sell |
15,440
-8,143
| -35% | -$170K | 0.09% | 114 |
|
|
2020
Q2 | $538K | Buy |
23,583
+9,982
| +73% | +$228K | 0.16% | 80 |
|
|
2020
Q1 | $299K | Sell |
13,601
-16,102
| -54% | -$354K | 0.11% | 109 |
|
|
2019
Q4 | $877K | Sell |
29,703
-2,370
| -7% | -$70K | 0.28% | 62 |
|
|
2019
Q3 | $917K | Buy |
32,073
+16,447
| +105% | +$470K | 0.32% | 61 |
|
|
2019
Q2 | $395K | Buy |
15,626
+331
| +2% | +$8.37K | 0.2% | 90 |
|
|
2019
Q1 | $362K | Buy |
+15,295
| New | +$362K | 0.21% | 87 |
|