Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$10.4M Buy
470,799
+28,698
+6% +$571K 0.23% 98
2024
Q2
$8.45M Sell
442,101
-15,402
-3% -$268K 0.2% 104
2024
Q1
$8.05M Sell
457,503
-99,369
-18% -$1.7M 0.2% 110
2023
Q4
$9.34M Buy
556,872
+12,957
+2% +$205K 0.25% 91
2023
Q3
$8.17M Sell
543,915
-27,992
-5% -$410K 0.24% 92
2023
Q2
$9.12M Buy
571,907
+24,881
+5% +$424K 0.26% 85
2023
Q1
$10.5M Buy
547,026
+29,688
+6% +$567K 0.33% 74
2022
Q4
$9.52M Buy
517,338
+25,391
+5% +$454K 0.32% 72
2022
Q3
$7.55M Buy
491,947
+20,499
+4% +$373K 0.28% 86
2022
Q2
$9.88M Sell
471,448
-129,214
-22% -$2.58M 0.35% 68
2022
Q1
$10.7M Buy
600,662
+5,703
+1% +$106K 0.33% 70
2021
Q4
$11.1M Sell
594,959
-91,103
-13% -$1.7M 0.33% 71
2021
Q3
$14M Buy
686,062
+1,142
+0.2% +$24K 0.47% 48
2021
Q2
$14.9M Sell
684,920
-19,590
-3% -$446K 0.49% 49
2021
Q1
$16.1M Sell
704,510
-32,492
-4% -$718K 0.56% 45
2020
Q4
$16M Sell
737,002
-14,690
-2% -$317K 0.61% 40
2020
Q3
$16.2M Buy
751,692
+18,113
+2% +$405K 0.7% 34
2020
Q2
$16.7M Buy
733,579
+3,190
+0.4% +$72.6K 0.81% 24
2020
Q1
$16.1M Sell
730,389
-20,147
-3% -$550K 0.95% 20
2019
Q4
$22.2M Buy
750,536
+11,238
+2% +$324K 1.06% 18
2019
Q3
$21.1M Buy
739,298
+3,960
+0.5% +$105K 1.09% 15
2019
Q2
$18.6M Buy
735,338
+45,911
+7% +$1.1M 1.03% 19
2019
Q1
$16.3M Sell
689,427
-5,163
-0.7% -$119K 0.94% 21
2018
Q4
$15M Sell
694,590
-10,044
-1% -$234K 0.96% 20
2018
Q3
$17.9M Buy
704,634
+27,056
+4% +$663K 1.01% 19
2018
Q2
$16.4M Buy
677,578
+51,874
+8% +$1.3M 1% 19
2018
Q1
$16.8M Buy
625,704
+19,532
+3% +$544K 1.16% 14
2017
Q4
$17.8M Buy
606,172
+24,980
+4% +$682K 1.2% 15
2017
Q3
$17.2M Sell
581,192
-398
-0.1% -$11.3K 1.23% 14
2017
Q2
$16.6M Buy
581,590
+579
+0.1% +$17.1K 1.24% 12
2017
Q1
$18.2M Buy
581,011
+14,314
+3% +$450K 1.39% 9
2016
Q4
$18.2M Buy
566,697
+8,851
+2% +$261K 1.45% 9
2016
Q3
$17.1M Sell
557,846
-2,587
-0.5% -$81.8K 1.47% 10
2016
Q2
$18.3M Buy
560,433
+3,984
+0.7% +$119K 1.61% 7
2016
Q1
$16.5M Sell
556,449
-19,000
-3% -$526K 1.54% 8
2015
Q4
$15M Buy
575,449
+93,438
+19% +$2.37M 1.38% 10
2015
Q3
$11.9M Buy
482,011
+45,280
+10% +$1.15M 1.34% 11
2015
Q2
$11.7M Buy
436,731
+15,261
+4% +$394K 1.24% 13
2015
Q1
$10.4M Buy
421,470
+7,504
+2% +$191K 1.11% 16
2014
Q4
$10.5M Buy
413,966
+5,531
+1% +$144K 1.13% 11
2014
Q3
$10.9M Buy
408,435
+16,622
+4% +$442K 1.24% 12
2014
Q2
$10.5M Sell
391,813
-1,821
-0.5% -$48.8K 1.2% 14
2014
Q1
$10.4M Buy
393,634
+28,691
+8% +$720K 1.28% 12
2013
Q4
$9.69M Buy
364,943
+5,408
+2% +$142K 1.27% 15
2013
Q3
$9.18M Buy
359,535
+13,975
+4% +$367K 1.41% 9
2013
Q2
$9.24M Buy
+345,560
New +$9.6M 1.51% 7

Other funds holding T

Raymond James Trust's T Position: Q3 2024 in Review

Raymond James Trust increased its AT&T (T) stake by 6.5% in Q3 2024, buying an estimated $571K and bringing the position to 470,799 shares worth $10.4M. The position accounts for 0.23% of the portfolio, ranked #98.

Raymond James Trust first reported a position in T in Q2 2013 and has held it in 46 quarters since. The position peaked at $22.2M in Q4 2019. 2,444 funds tracked by Wall St. Rank hold T as of Q3 2024.

  • Raymond James Trust held 470,799 shares of AT&T worth $10.4M as of Q3 2024.
  • Raymond James Trust bought 28,698 AT&T shares in Q3 2024, an estimated $571K.
  • AT&T made up 0.23% of Raymond James Trust's portfolio in Q3 2024, its #98 holding.
  • Raymond James Trust first reported a position in AT&T in Q2 2013 and has held it in 46 quarters since.
  • Raymond James Trust's AT&T position peaked at $22.2M in Q4 2019.
  • 2,444 funds tracked by Wall St. Rank held AT&T as of Q3 2024.

Based on Raymond James Trust's 13F filing for Q3 2024, filed 12 Nov 2024.