Realta Investment 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
$542K Sell
18,712
-4,932
-21% -$143K 0.21% 98
2025
Q1
$669K Sell
23,644
-2,268
-9% -$64.1K 0.3% 80
2024
Q4
$587K Sell
25,912
-278
-1% -$6.3K 0.24% 88
2024
Q3
$557K Sell
26,190
-19,378
-43% -$412K 0.26% 99
2024
Q2
$871K Sell
45,568
-8,474
-16% -$162K 0.17% 134
2024
Q1
$951K Sell
54,042
-745
-1% -$13.1K 0.2% 125
2023
Q4
$919K Sell
54,787
-28,926
-35% -$485K 0.21% 125
2023
Q3
$1.34M Sell
83,713
-7,005
-8% -$112K 0.31% 70
2023
Q2
$1.45M Sell
90,718
-14,203
-14% -$227K 0.32% 68
2023
Q1
$2.02M Sell
104,921
-10,077
-9% -$194K 0.49% 43
2022
Q4
$2.12M Buy
114,998
+13,011
+13% +$240K 0.52% 40
2022
Q3
$1.56M Buy
101,987
+1,927
+2% +$29.6K 0.41% 50
2022
Q2
$2.13M Sell
100,060
-11,921
-11% -$254K 0.52% 34
2022
Q1
$2M Sell
111,981
-2,052
-2% -$36.6K 0.4% 54
2021
Q4
$2.12M Buy
114,033
+3,180
+3% +$59.1K 0.47% 46
2021
Q3
$2.26M Sell
110,853
-7,596
-6% -$155K 0.53% 36
2021
Q2
$2.58M Sell
118,449
-19,774
-14% -$430K 0.61% 33
2021
Q1
$3.16M Buy
138,223
+17,081
+14% +$390K 0.83% 19
2020
Q4
$2.63M Buy
121,142
+10,208
+9% +$222K 0.74% 21
2020
Q3
$2.39M Buy
110,934
+15,771
+17% +$340K 0.8% 19
2020
Q2
$2.17M Buy
95,163
+2,073
+2% +$47.3K 0.71% 23
2020
Q1
$2.05M Sell
93,090
-20,856
-18% -$459K 0.88% 20
2019
Q4
$3.21M Buy
113,946
+2,828
+3% +$79.5K 0.88% 13
2019
Q3
$3.2M Sell
111,118
-4,410
-4% -$127K 0.87% 15
2019
Q2
$2.92M Buy
115,528
+38,136
+49% +$965K 0.81% 18
2019
Q1
$1.82M Buy
+77,392
New +$1.82M 0.83% 9