RKL Wealth Management’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 | $994K | Sell |
34,331
-18
| -0.1% | -$521 | 0.09% | 92 |
|
|
2025
Q1 | $971K | Buy |
34,349
+781
| +2% | +$22.1K | 0.09% | 93 |
|
|
2024
Q4 | $764K | Buy |
33,568
+19,220
| +134% | +$438K | 0.07% | 104 |
|
|
2024
Q3 | $316K | Buy |
14,348
+1,271
| +10% | +$28K | 0.03% | 127 |
|
|
2024
Q2 | $250K | Sell |
13,077
-14,812
| -53% | -$283K | 0.02% | 131 |
|
|
2024
Q1 | $491K | Buy |
27,889
+56
| +0.2% | +$986 | 0.05% | 100 |
|
|
2023
Q4 | $467K | Buy |
+27,833
| New | +$467K | 0.05% | 100 |
|
|
2023
Q3 | – | Sell |
-17,975
| Closed | -$287K | – | 133 |
|
|
2023
Q2 | $287K | Buy |
+17,975
| New | +$287K | 0.03% | 115 |
|
|
2022
Q3 | – | Sell |
-9,942
| Closed | -$208K | – | 136 |
|
|
2022
Q2 | $208K | Buy |
+9,942
| New | +$208K | 0.03% | 132 |
|
|
2021
Q2 | – | Sell |
-56,617
| Closed | -$1.29M | – | 136 |
|
|
2021
Q1 | $1.29M | Sell |
56,617
-1,955
| -3% | -$44.7K | 0.17% | 68 |
|
|
2020
Q4 | $1.27M | Sell |
58,572
-11,376
| -16% | -$247K | 0.18% | 65 |
|
|
2020
Q3 | $1.51M | Buy |
69,948
+1,701
| +2% | +$36.6K | 0.24% | 57 |
|
|
2020
Q2 | $1.56M | Buy |
68,247
+2,624
| +4% | +$59.9K | 0.27% | 56 |
|
|
2020
Q1 | $1.45M | Sell |
65,623
-686
| -1% | -$15.1K | 0.3% | 53 |
|
|
2019
Q4 | $1.96M | Sell |
66,309
-475
| -0.7% | -$14K | 0.35% | 52 |
|
|
2019
Q3 | $1.92M | Buy |
66,784
+1,164
| +2% | +$33.4K | 0.36% | 51 |
|
|
2019
Q2 | $1.66M | Sell |
65,620
-719
| -1% | -$18.2K | 0.31% | 54 |
|
|
2019
Q1 | $1.57M | Sell |
66,339
-24
| -0% | -$567 | 0.31% | 54 |
|
|
2018
Q4 | $1.44M | Sell |
66,363
-823
| -1% | -$17.8K | 0.33% | 56 |
|
|
2018
Q3 | $1.7M | Sell |
67,186
-4,307
| -6% | -$109K | 0.36% | 54 |
|
|
2018
Q2 | $1.73M | Sell |
71,493
-1,259
| -2% | -$30.5K | 0.39% | 51 |
|
|
2018
Q1 | $1.96M | Sell |
72,752
-2,466
| -3% | -$66.3K | 0.46% | 48 |
|
|
2017
Q4 | $2.22M | Sell |
75,218
-7,414
| -9% | -$219K | 0.55% | 45 |
|
|
2017
Q3 | $2.45M | Buy |
82,632
+1,603
| +2% | +$47.5K | 0.69% | 41 |
|
|
2017
Q2 | $2.32M | Buy |
81,029
+10,484
| +15% | +$300K | 0.74% | 40 |
|
|
2017
Q1 | $2.21M | Buy |
70,545
+6,126
| +10% | +$192K | 0.89% | 37 |
|
|
2016
Q4 | $2.07M | Buy |
64,419
+2,674
| +4% | +$85.9K | 1% | 30 |
|
|
2016
Q3 | $1.89M | Buy |
61,745
+8,985
| +17% | +$276K | 0.95% | 29 |
|
|
2016
Q2 | $1.68M | Buy |
52,760
+16,106
| +44% | +$512K | 0.87% | 29 |
|
|
2016
Q1 | $1.08M | Buy |
36,654
+20,920
| +133% | +$619K | 0.62% | 31 |
|
|
2015
Q4 | $409 | Buy |
15,734
+100
| +0.6% | +$3 | 0.19% | 39 |
|
|
2015
Q3 | $385K | Hold |
15,634
| – | – | 0.24% | 40 |
|
|
2015
Q2 | $419K | Hold |
15,634
| – | – | 0.25% | 41 |
|
|
2015
Q1 | $386K | Buy |
15,634
+2,554
| +20% | +$63.1K | 0.23% | 44 |
|
|
2014
Q4 | $332K | Sell |
13,080
-53
| -0.4% | -$1.35K | 0.22% | 49 |
|
|
2014
Q3 | $350K | Hold |
13,133
| – | – | 0.24% | 48 |
|
|
2014
Q2 | $351K | Buy |
13,133
+1,197
| +10% | +$32K | 0.26% | 46 |
|
|
2014
Q1 | $316K | Buy |
+11,936
| New | +$316K | 0.24% | 50 |
|