RFA
Reilly Financial Advisors’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $652K | Sell |
26,504
-11,877
| -31% | -$292K | 0.05% | 140 |
|
|
2021
Q3 | $1.04M | Buy |
38,381
+553
| +1% | +$14.9K | 0.09% | 114 |
|
|
2021
Q2 | $1.09M | Buy |
37,828
+1,447
| +4% | +$41.7K | 0.09% | 113 |
|
|
2021
Q1 | $1.1M | Buy |
36,381
+94
| +0.3% | +$2.85K | 0.1% | 111 |
|
|
2020
Q4 | $1.04M | Sell |
36,287
-1,035
| -3% | -$29.8K | 0.1% | 108 |
|
|
2020
Q3 | $1.06M | Buy |
37,322
+1,074
| +3% | +$30.6K | 0.11% | 102 |
|
|
2020
Q2 | $1.1M | Sell |
36,248
-1,813
| -5% | -$54.8K | 0.13% | 96 |
|
|
2020
Q1 | $1.11M | Buy |
38,061
+310
| +0.8% | +$9.03K | 0.16% | 89 |
|
|
2019
Q4 | $1.48M | Buy |
37,751
+578
| +2% | +$22.6K | 0.17% | 93 |
|
|
2019
Q3 | $1.41M | Buy |
37,173
+21
| +0.1% | +$795 | 0.17% | 90 |
|
|
2019
Q2 | $1.25M | Buy |
37,152
+1,037
| +3% | +$34.8K | 0.16% | 102 |
|
|
2019
Q1 | $1.13M | Sell |
36,115
-710
| -2% | -$22.3K | 0.15% | 105 |
|
|
2018
Q4 | $1.05M | Sell |
36,825
-6,125
| -14% | -$175K | 0.15% | 103 |
|
|
2018
Q3 | $1.44M | Sell |
42,950
-664
| -2% | -$22.3K | 0.19% | 87 |
|
|
2018
Q2 | $1.4M | Sell |
43,614
-948
| -2% | -$30.4K | 0.2% | 88 |
|
|
2018
Q1 | $1.59M | Buy |
44,562
+2,964
| +7% | +$106K | 0.22% | 76 |
|
|
2017
Q4 | $1.62M | Sell |
41,598
-6,013
| -13% | -$234K | 0.23% | 74 |
|
|
2017
Q3 | $1.87M | Sell |
47,611
-1,130
| -2% | -$44.3K | 0.28% | 60 |
|
|
2017
Q2 | $1.84M | Buy |
48,741
+1,178
| +2% | +$44.4K | 0.28% | 58 |
|
|
2017
Q1 | $1.98M | Sell |
47,563
-2,039
| -4% | -$84.7K | 0.32% | 54 |
|
|
2016
Q4 | $2.11M | Sell |
49,602
-4,630
| -9% | -$197K | 0.36% | 52 |
|
|
2016
Q3 | $2.2M | Sell |
54,232
-120
| -0.2% | -$4.87K | 0.39% | 50 |
|
|
2016
Q2 | $2.35M | Buy |
54,352
+9,612
| +21% | +$415K | 0.43% | 50 |
|
|
2016
Q1 | $1.75M | Buy |
44,740
+11,782
| +36% | +$461K | 0.3% | 44 |
|
|
2015
Q4 | $1.13M | Buy |
32,958
+4,026
| +14% | +$139K | 0.2% | 51 |
|
|
2015
Q3 | $943K | Buy |
28,932
+3,244
| +13% | +$106K | 0.17% | 82 |
|
|
2015
Q2 | $912K | Sell |
25,688
-3,019
| -11% | -$107K | 0.16% | 79 |
|
|
2015
Q1 | $937K | Buy |
28,707
+2,981
| +12% | +$97.3K | 0.17% | 75 |
|
|
2014
Q4 | $864K | Sell |
25,726
-9,772
| -28% | -$328K | 0.21% | 55 |
|
|
2014
Q3 | $1.25M | Buy |
35,498
+4,483
| +14% | +$158K | 0.3% | 50 |
|
|
2014
Q2 | $1.1M | Buy |
31,015
+2,766
| +10% | +$98.1K | 0.26% | 53 |
|
|
2014
Q1 | $991K | Buy |
28,249
+4,950
| +21% | +$174K | 0.24% | 59 |
|
|
2013
Q4 | $819K | Buy |
23,299
+4,204
| +22% | +$148K | 0.2% | 61 |
|
|
2013
Q3 | $648K | Buy |
19,095
+1,262
| +7% | +$42.8K | 0.18% | 57 |
|
|
2013
Q2 | $634K | Buy |
+17,833
| New | +$634K | 0.19% | 59 |
|