Rational Advisors’s AT&T T Stock Holding History

Rational Advisors’s Portfolio T Stock Details T Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-9,103	Closed	-$174K	–	196
2024 Q2	$174K	Buy	9,103 +4,783	+111%	+$91.4K	0.02%	121
2024 Q1	$76K	Sell	4,320 -1,392	-24%	-$24.5K	0.01%	132
2023 Q4	$95.8K	Sell	5,712 -4,520	-44%	-$75.8K	0.01%	121
2023 Q3	$154K	Sell	10,232 -4,179	-29%	-$62.8K	0.01%	130
2023 Q2	$230K	Buy	+14,411	New	+$230K	0.02%	124
2020 Q4	–	Sell	-77,413	Closed	-$1.67M	–	552
2020 Q3	$1.67M	Buy	77,413 +9,902	+15%	+$213K	0.71%	42
2020 Q2	$1.54M	Buy	+67,511	New	+$1.54M	0.8%	34
2020 Q1	–	Sell	-1,135	Closed	-$33K	–	474
2019 Q4	$33K	Sell	1,135 -22,133	-95%	-$644K	0.02%	389
2019 Q3	$665K	Sell	23,268 -7,334	-24%	-$210K	0.26%	119
2019 Q2	$774K	Sell	30,602 -111,487	-78%	-$2.82M	0.27%	125
2019 Q1	$3.37M	Buy	142,089 +98,604	+227%	+$2.34M	0.91%	25
2018 Q4	$937K	Sell	43,485 -23,516	-35%	-$507K	0.29%	79
2018 Q3	$1.7M	Sell	67,001 -6,436	-9%	-$163K	0.41%	62
2018 Q2	$1.78M	Buy	73,437 +38,881	+113%	+$943K	0.84%	39
2018 Q1	$931K	Buy	+34,556	New	+$931K	0.44%	86
2017 Q4	–	Sell	-49,451	Closed	-$1.46M	–	368
2017 Q3	$1.46M	Hold	49,451	–	–	0.78%	36
2017 Q2	$1.41M	Sell	49,451 -1,192	-2%	-$34K	0.88%	30
2017 Q1	$1.59M	Buy	50,643 +10,923	+28%	+$343K	1.04%	28
2016 Q4	$1.28M	Sell	39,720 -10,923	-22%	-$351K	1.22%	32
2016 Q3	$1.55M	Buy	50,643 +10,460	+26%	+$321K	1.02%	30
2016 Q2	$1.31M	Buy	+40,183	New	+$1.31M	0.91%	31
2015 Q3	$1.49M	Sell	60,633 -9,208	-13%	-$227K	0.6%	68
2015 Q2	$1.87M	Sell	69,841 -107,575	-61%	-$2.89M	0.6%	60
2015 Q1	$4.38M	Buy	177,416 +56,601	+47%	+$1.4M	1.06%	22
2014 Q4	$3.07M	Buy	+120,815	New	+$3.07M	0.61%	52
2013 Q4	$10.3M	Buy	387,925 +29,121	+8%	+$773K	0.88%	7
2013 Q3	$9.17M	Sell	358,804 -5,428	-1%	-$139K	0.7%	10
2013 Q2	$9.74M	Buy	+364,232	New	+$9.74M	0.82%	9