Resonant Capital 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
Q2 | $765K | Sell |
26,449
-794
| -3% | -$23K | 0.05% | 189 |
|
|
2025
Q1 | $770K | Buy |
27,243
+4,336
| +19% | +$123K | 0.05% | 166 |
|
|
2024
Q4 | $522K | Buy |
22,907
+3,741
| +20% | +$85.2K | 0.04% | 201 |
|
|
2024
Q3 | $422K | Buy |
19,166
+4,662
| +32% | +$103K | 0.03% | 224 |
|
|
2024
Q2 | $277K | Buy |
14,504
+3,316
| +30% | +$63.4K | 0.02% | 282 |
|
|
2024
Q1 | $197K | Sell |
11,188
-3,414
| -23% | -$60.1K | 0.02% | 335 |
|
|
2023
Q4 | $245K | Buy |
14,602
+2,676
| +22% | +$44.9K | 0.02% | 260 |
|
|
2023
Q3 | $179K | Buy |
+11,926
| New | +$179K | 0.02% | 264 |
|
|
2023
Q1 | – | Sell |
-12,722
| Closed | -$234K | – | 265 |
|
|
2022
Q4 | $234K | Buy |
+12,722
| New | +$234K | 0.03% | 235 |
|
|
2020
Q2 | – | Sell |
-13,478
| Closed | -$297K | – | 191 |
|
|
2020
Q1 | $297K | Sell |
13,478
-2,063
| -13% | -$45.5K | 0.11% | 155 |
|
|
2019
Q4 | $459K | Buy |
+15,541
| New | +$459K | 0.14% | 150 |
|