Rational Advisors’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-9,103
| Closed | -$174K | – | 196 |
|
|
2024
Q2 | $174K | Buy |
9,103
+4,783
| +111% | +$83.2K | 0.02% | 121 |
|
|
2024
Q1 | $76K | Sell |
4,320
-1,392
| -24% | -$23.8K | 0.01% | 132 |
|
|
2023
Q4 | $95.8K | Sell |
5,712
-4,520
| -44% | -$71.4K | 0.01% | 121 |
|
|
2023
Q3 | $154K | Sell |
10,232
-4,179
| -29% | -$61.3K | 0.01% | 130 |
|
|
2023
Q2 | $230K | Buy |
+14,411
| New | +$245K | 0.02% | 124 |
|
|
2020
Q4 | – | Sell |
-77,413
| Closed | -$1.67M | – | 552 |
|
|
2020
Q3 | $1.67M | Buy |
77,413
+9,902
| +15% | +$221K | 0.71% | 42 |
|
|
2020
Q2 | $1.54M | Buy |
+67,511
| New | +$1.54M | 0.8% | 34 |
|
|
2020
Q1 | – | Sell |
-1,135
| Closed | -$33K | – | 475 |
|
|
2019
Q4 | $33K | Sell |
1,135
-22,133
| -95% | -$639K | 0.02% | 389 |
|
|
2019
Q3 | $665K | Sell |
23,268
-7,334
| -24% | -$194K | 0.26% | 119 |
|
|
2019
Q2 | $774K | Sell |
30,602
-111,487
| -78% | -$2.67M | 0.27% | 125 |
|
|
2019
Q1 | $3.37M | Buy |
142,089
+98,604
| +227% | +$2.27M | 0.91% | 25 |
|
|
2018
Q4 | $937K | Sell |
43,485
-23,516
| -35% | -$547K | 0.29% | 79 |
|
|
2018
Q3 | $1.7M | Sell |
67,001
-6,436
| -9% | -$158K | 0.41% | 62 |
|
|
2018
Q2 | $1.78M | Buy |
73,437
+38,881
| +113% | +$976K | 0.84% | 39 |
|
|
2018
Q1 | $931K | Buy |
+34,556
| New | +$962K | 0.44% | 86 |
|
|
2017
Q4 | – | Sell |
-49,451
| Closed | -$1.46M | – | 369 |
|
|
2017
Q3 | $1.46M | Hold |
49,451
| – | – | 0.78% | 36 |
|
|
2017
Q2 | $1.41M | Sell |
49,451
-1,192
| -2% | -$35.1K | 0.88% | 30 |
|
|
2017
Q1 | $1.59M | Buy |
50,643
+10,923
| +28% | +$344K | 1.04% | 28 |
|
|
2016
Q4 | $1.28M | Sell |
39,720
-10,923
| -22% | -$322K | 1.22% | 32 |
|
|
2016
Q3 | $1.55M | Buy |
50,643
+10,460
| +26% | +$331K | 1.02% | 30 |
|
|
2016
Q2 | $1.31M | Buy |
+40,183
| New | +$1.2M | 0.91% | 31 |
|
|
2015
Q3 | $1.49M | Sell |
60,633
-9,208
| -13% | -$235K | 0.63% | 70 |
|
|
2015
Q2 | $1.87M | Sell |
69,841
-107,575
| -61% | -$2.78M | 0.63% | 62 |
|
|
2015
Q1 | $4.38M | Buy |
177,416
+56,601
| +47% | +$1.44M | 1.11% | 24 |
|
|
2014
Q4 | $3.06M | Buy |
+120,815
| New | +$3.13M | 0.63% | 54 |
|
|
2013
Q4 | $10.3M | Buy |
387,925
+29,121
| +8% | +$766K | 0.89% | 7 |
|
|
2013
Q3 | $9.16M | Sell |
358,804
-5,428
| -1% | -$143K | 0.76% | 12 |
|
|
2013
Q2 | $9.74M | Buy |
+364,232
| New | +$10.1M | 0.83% | 10 |
|
Other funds holding T
