Reilly Financial Advisors’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $652K | Sell |
35,091
-15,725
| -31% | -$294K | 0.05% | 140 |
|
|
2021
Q3 | $1.04M | Buy |
50,816
+732
| +1% | +$15.4K | 0.09% | 114 |
|
|
2021
Q2 | $1.09M | Buy |
50,084
+1,916
| +4% | +$43.6K | 0.09% | 113 |
|
|
2021
Q1 | $1.1M | Buy |
48,168
+124
| +0.3% | +$2.74K | 0.1% | 111 |
|
|
2020
Q4 | $1.04M | Sell |
48,044
-1,370
| -3% | -$29.5K | 0.1% | 108 |
|
|
2020
Q3 | $1.06M | Buy |
49,414
+1,422
| +3% | +$31.8K | 0.11% | 102 |
|
|
2020
Q2 | $1.1M | Sell |
47,992
-2,401
| -5% | -$54.7K | 0.13% | 96 |
|
|
2020
Q1 | $1.11M | Buy |
50,393
+411
| +0.8% | +$11.2K | 0.16% | 89 |
|
|
2019
Q4 | $1.48M | Buy |
49,982
+765
| +2% | +$22.1K | 0.17% | 93 |
|
|
2019
Q3 | $1.41M | Buy |
49,217
+28
| +0.1% | +$742 | 0.17% | 90 |
|
|
2019
Q2 | $1.25M | Buy |
49,189
+1,373
| +3% | +$32.9K | 0.16% | 102 |
|
|
2019
Q1 | $1.13M | Sell |
47,816
-940
| -2% | -$21.6K | 0.15% | 105 |
|
|
2018
Q4 | $1.05M | Sell |
48,756
-8,110
| -14% | -$189K | 0.15% | 103 |
|
|
2018
Q3 | $1.44M | Sell |
56,866
-879
| -2% | -$21.5K | 0.19% | 87 |
|
|
2018
Q2 | $1.4M | Sell |
57,745
-1,255
| -2% | -$31.5K | 0.2% | 88 |
|
|
2018
Q1 | $1.59M | Buy |
59,000
+3,924
| +7% | +$109K | 0.22% | 76 |
|
|
2017
Q4 | $1.62M | Sell |
55,076
-7,961
| -13% | -$217K | 0.23% | 74 |
|
|
2017
Q3 | $1.86M | Sell |
63,037
-1,496
| -2% | -$42.5K | 0.28% | 60 |
|
|
2017
Q2 | $1.84M | Buy |
64,533
+1,560
| +2% | +$46K | 0.28% | 58 |
|
|
2017
Q1 | $1.98M | Sell |
62,973
-2,700
| -4% | -$85K | 0.32% | 54 |
|
|
2016
Q4 | $2.11M | Sell |
65,673
-6,130
| -9% | -$181K | 0.36% | 52 |
|
|
2016
Q3 | $2.2M | Sell |
71,803
-159
| -0.2% | -$5.03K | 0.39% | 50 |
|
|
2016
Q2 | $2.35M | Buy |
71,962
+12,726
| +21% | +$379K | 0.43% | 50 |
|
|
2016
Q1 | $1.75M | Buy |
59,236
+15,600
| +36% | +$432K | 0.3% | 56 |
|
|
2015
Q4 | $1.13M | Buy |
43,636
+5,330
| +14% | +$135K | 0.2% | 66 |
|
|
2015
Q3 | $943K | Buy |
38,306
+4,295
| +13% | +$110K | 0.17% | 82 |
|
|
2015
Q2 | $912K | Sell |
34,011
-3,997
| -11% | -$103K | 0.16% | 79 |
|
|
2015
Q1 | $937K | Buy |
38,008
+3,947
| +12% | +$100K | 0.17% | 75 |
|
|
2014
Q4 | $864K | Sell |
34,061
-12,938
| -28% | -$336K | 0.21% | 55 |
|
|
2014
Q3 | $1.25M | Buy |
46,999
+5,935
| +14% | +$158K | 0.3% | 50 |
|
|
2014
Q2 | $1.1M | Buy |
41,064
+3,662
| +10% | +$98.1K | 0.26% | 53 |
|
|
2014
Q1 | $991K | Buy |
37,402
+6,554
| +21% | +$165K | 0.24% | 59 |
|
|
2013
Q4 | $819K | Buy |
30,848
+5,566
| +22% | +$146K | 0.2% | 61 |
|
|
2013
Q3 | $648K | Buy |
25,282
+1,671
| +7% | +$43.9K | 0.18% | 57 |
|
|
2013
Q2 | $634K | Buy |
+23,611
| New | +$656K | 0.19% | 59 |
|
Other funds holding T
Reilly Financial Advisors's T Position: Q4 2021 in Review
Reilly Financial Advisors reduced its AT&T (T) stake by 31% in Q4 2021, selling an estimated $294K and leaving 35,091 shares worth $652K. The position accounts for 0.05% of the portfolio, ranked #140.
Reilly Financial Advisors first reported a position in T in Q2 2013 and has held it in 35 quarters since. The position peaked at $2.35M in Q2 2016. 2,530 funds tracked by Wall St. Rank hold T as of Q4 2021.
- Reilly Financial Advisors held 35,091 shares of AT&T worth $652K as of Q4 2021.
- Reilly Financial Advisors sold 15,725 AT&T shares in Q4 2021, an estimated $294K.
- AT&T made up 0.05% of Reilly Financial Advisors's portfolio in Q4 2021, its #140 holding.
- Reilly Financial Advisors first reported a position in AT&T in Q2 2013 and has held it in 35 quarters since.
- Reilly Financial Advisors's AT&T position peaked at $2.35M in Q2 2016.
- 2,530 funds tracked by Wall St. Rank held AT&T as of Q4 2021.
Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.