RCG
T icon

Regatta Capital Group’s AT&T T Stock Holding History

Regatta Capital Group’s Portfolio T Stock Details T Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.91M Buy
100,411
+6,082
+6% +$162K 0.44% 41
2025
Q4 		$2.34M Sell
94,329
-8,187
-8% -$207K 0.35% 46
2025
Q3 		$2.9M Sell
102,516
-13,559
-12% -$385K 0.46% 35
2025
Q2 		$3.36M Buy
116,075
+3,202
+3% +$88.2K 0.58% 31
2025
Q1 		$3.19M Sell
112,873
-26,131
-19% -$657K 0.62% 31
2024
Q4 		$3.17M Sell
139,004
-9,652
-6% -$217K 0.61% 29
2024
Q3 		$3.27M Buy
148,656
+2,604
+2% +$51.8K 0.63% 31
2024
Q2 		$2.79M Buy
146,052
+4,164
+3% +$72.4K 0.6% 35
2024
Q1 		$2.5M Buy
141,888
+5,824
+4% +$99.4K 0.56% 38
2023
Q4 		$2.28M Sell
136,064
-1,660
-1% -$26.2K 0.6% 38
2023
Q3 		$2.07M Buy
137,724
+23,185
+20% +$340K 0.66% 30
2023
Q2 		$1.83M Buy
114,539
+28,679
+33% +$488K 0.58% 35
2023
Q1 		$1.58M Hold
85,860
– – 0.56% 41
2022
Q4 		$1.58M Buy
85,860
+394
+0.5% +$7.05K 0.56% 41
2022
Q3 		$1.79M Buy
85,466
+3,989
+5% +$72.6K 0.73% 33
2022
Q2 		$1.71M Sell
81,477
-28,438
-26% -$567K 0.81% 26
2022
Q1 		$1.96M Buy
109,915
+7,038
+7% +$130K 0.68% 35
2021
Q4 		$1.91M Buy
+102,877
New +$1.92M 0.67% 38

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Newport Trust Company
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return