RIA
Regal Investment Advisors’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.29M | Buy |
286,447
+10,551
| +4% | +$305K | 0.62% | 37 |
|
|
2025
Q1 | $7.8M | Sell |
275,896
-82,457
| -23% | -$2.33M | 0.63% | 37 |
|
|
2024
Q4 | $8.16M | Sell |
358,353
-7,685
| -2% | -$175K | 0.61% | 40 |
|
|
2024
Q3 | $8.05M | Sell |
366,038
-10,107
| -3% | -$222K | 0.56% | 41 |
|
|
2024
Q2 | $7.19M | Buy |
376,145
+1,259
| +0.3% | +$24.1K | 0.47% | 53 |
|
|
2024
Q1 | $6.6M | Sell |
374,886
-2,902
| -0.8% | -$51.1K | 0.45% | 59 |
|
|
2023
Q4 | $6.34M | Sell |
377,788
-21,085
| -5% | -$354K | 0.48% | 57 |
|
|
2023
Q3 | $5.99M | Buy |
398,873
+2,999
| +0.8% | +$45K | 0.5% | 54 |
|
|
2023
Q2 | $6.31M | Buy |
395,874
+27,818
| +8% | +$444K | 0.53% | 53 |
|
|
2023
Q1 | $7.09M | Buy |
368,056
+41,242
| +13% | +$794K | 0.63% | 40 |
|
|
2022
Q4 | $6.02M | Buy |
326,814
+20,377
| +7% | +$375K | 0.58% | 45 |
|
|
2022
Q3 | $4.7M | Buy |
306,437
+32,344
| +12% | +$496K | 0.5% | 56 |
|
|
2022
Q2 | $5.75M | Buy |
274,093
+12,008
| +5% | +$252K | 0.6% | 42 |
|
|
2022
Q1 | $6.19M | Buy |
262,085
+4,256
| +2% | +$101K | 0.57% | 39 |
|
|
2021
Q4 | $6.34M | Sell |
257,829
-10,973
| -4% | -$270K | 0.56% | 39 |
|
|
2021
Q3 | $7.26M | Buy |
268,802
+15,339
| +6% | +$414K | 0.7% | 31 |
|
|
2021
Q2 | $7.3M | Buy |
+253,463
| New | +$7.3M | 0.73% | 31 |
|
|
2021
Q1 | – | Sell |
-255,203
| Closed | -$7.34M | – | 376 |
|
|
2020
Q4 | $7.34M | Buy |
+255,203
| New | +$7.34M | 0.83% | 27 |
|
|
2020
Q1 | – | Sell |
-222,391
| Closed | -$8.69M | – | 272 |
|
|
2019
Q4 | $8.69M | Sell |
222,391
-5,104
| -2% | -$199K | 1.56% | 10 |
|
|
2019
Q3 | $8.61M | Sell |
227,495
-20,422
| -8% | -$773K | 1.68% | 7 |
|
|
2019
Q2 | $8.31M | Buy |
247,917
+4,807
| +2% | +$161K | 1.62% | 10 |
|
|
2019
Q1 | $7.62M | Buy |
243,110
+11,757
| +5% | +$369K | 1.55% | 11 |
|
|
2018
Q4 | $6.6M | Buy |
231,353
+15,161
| +7% | +$433K | 1.45% | 12 |
|
|
2018
Q3 | $7.26M | Buy |
216,192
+88,611
| +69% | +$2.98M | 1.53% | 9 |
|
|
2018
Q2 | $4.1M | Sell |
127,581
-56,453
| -31% | -$1.81M | 1.24% | 12 |
|
|
2018
Q1 | $6.56M | Buy |
184,034
+7,712
| +4% | +$275K | 1.45% | 10 |
|
|
2017
Q4 | $6.86M | Buy |
176,322
+15,782
| +10% | +$614K | 1.53% | 9 |
|
|
2017
Q3 | $6.29M | Buy |
160,540
+21,576
| +16% | +$845K | 1.47% | 9 |
|
|
2017
Q2 | $5.24M | Buy |
138,964
+4,627
| +3% | +$175K | 1.3% | 12 |
|
|
2017
Q1 | $5.58M | Buy |
134,337
+8,581
| +7% | +$357K | 1.46% | 8 |
|
|
2016
Q4 | $5.35M | Buy |
125,756
+318
| +0.3% | +$13.5K | 1.48% | 8 |
|
|
2016
Q3 | $5.09M | Buy |
125,438
+871
| +0.7% | +$35.4K | 1.45% | 7 |
|
|
2016
Q2 | $5.38M | Sell |
124,567
-2,478
| -2% | -$107K | 1.48% | 9 |
|
|
2016
Q1 | $4.98M | Sell |
127,045
-1,360
| -1% | -$53.3K | 1.35% | 12 |
|
|
2015
Q4 | $4.42M | Buy |
128,405
+12,671
| +11% | +$436K | 1.15% | 14 |
|
|
2015
Q3 | $3.77M | Buy |
115,734
+6,141
| +6% | +$200K | 0.98% | 16 |
|
|
2015
Q2 | $3.89M | Buy |
109,593
+1,125
| +1% | +$40K | 1.05% | 15 |
|
|
2015
Q1 | $3.54M | Buy |
108,468
+5,879
| +6% | +$192K | 0.87% | 19 |
|
|
2014
Q4 | $3.45M | Buy |
102,589
+2,078
| +2% | +$69.8K | 0.92% | 20 |
|
|
2014
Q3 | $3.54M | Sell |
100,511
-10,018
| -9% | -$353K | 1.07% | 14 |
|
|
2014
Q2 | $3.91M | Buy |
110,529
+17,576
| +19% | +$621K | 1.39% | 7 |
|
|
2014
Q1 | $3.26M | Buy |
92,953
+14,838
| +19% | +$520K | 1.38% | 7 |
|
|
2013
Q4 | $2.75M | Buy |
78,115
+4,738
| +6% | +$167K | 1.57% | 5 |
|
|
2013
Q3 | $2.48M | Buy |
73,377
+6,268
| +9% | +$212K | 1.45% | 5 |
|
|
2013
Q2 | $2.38M | Buy |
+67,109
| New | +$2.38M | 1.31% | 13 |
|