Regent Peak Wealth 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
Q1 | $353K | Sell |
12,485
-507
| -4% | -$14.3K | 0.08% | 104 |
|
|
2024
Q4 | $296K | Sell |
12,992
-4,046
| -24% | -$92.1K | 0.07% | 126 |
|
|
2024
Q3 | $375K | Buy |
17,038
+190
| +1% | +$4.18K | 0.09% | 102 |
|
|
2024
Q2 | $322K | Sell |
16,848
-4,031
| -19% | -$77K | 0.07% | 116 |
|
|
2024
Q1 | $367K | Sell |
20,879
-38
| -0.2% | -$669 | 0.09% | 102 |
|
|
2023
Q4 | $351K | Sell |
20,917
-2,392
| -10% | -$40.1K | 0.1% | 101 |
|
|
2023
Q3 | $350K | Buy |
23,309
+9,624
| +70% | +$145K | 0.11% | 97 |
|
|
2023
Q2 | $218K | Sell |
13,685
-2,255
| -14% | -$36K | 0.06% | 139 |
|
|
2023
Q1 | $307K | Sell |
15,940
-4,248
| -21% | -$81.8K | 0.09% | 104 |
|
|
2022
Q4 | $372K | Sell |
20,188
-2,352
| -10% | -$43.3K | 0.12% | 101 |
|
|
2022
Q3 | $345K | Sell |
22,540
-2,928
| -11% | -$44.8K | 0.12% | 103 |
|
|
2022
Q2 | $533K | Buy |
25,468
+6,449
| +34% | +$135K | 0.17% | 77 |
|
|
2022
Q1 | $339K | Buy |
19,019
+1,599
| +9% | +$28.5K | 0.1% | 116 |
|
|
2021
Q4 | $324K | Sell |
17,420
-6,736
| -28% | -$125K | 0.09% | 123 |
|
|
2021
Q3 | $493K | Sell |
24,156
-1,184
| -5% | -$24.2K | 0.14% | 94 |
|
|
2021
Q2 | $537K | Buy |
25,340
+8,246
| +48% | +$175K | 0.15% | 87 |
|
|
2021
Q1 | $390K | Sell |
17,094
-3,257
| -16% | -$74.3K | 0.13% | 101 |
|
|
2020
Q4 | $442K | Buy |
20,351
+2,885
| +17% | +$62.7K | 0.15% | 89 |
|
|
2020
Q3 | $376K | Sell |
17,466
-1,271
| -7% | -$27.4K | 0.16% | 88 |
|
|
2020
Q2 | $428K | Buy |
18,737
+921
| +5% | +$21K | 0.19% | 73 |
|
|
2020
Q1 | $392K | Sell |
17,816
-1,495
| -8% | -$32.9K | 0.22% | 73 |
|
|
2019
Q4 | $569K | Buy |
+19,311
| New | +$569K | 0.26% | 67 |
|