SRSA
S.R. Schill & Associates’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-42,418
| Closed | -$811K | – | 76 |
|
|
2024
Q2 | $811K | Buy |
42,418
+19,800
| +88% | +$378K | 0.36% | 31 |
|
|
2024
Q1 | $398K | Hold |
22,618
| – | – | 0.17% | 55 |
|
|
2023
Q4 | $380K | Buy |
22,618
+6,118
| +37% | +$103K | 0.17% | 57 |
|
|
2023
Q3 | $248K | Sell |
16,500
-1,174
| -7% | -$17.6K | 0.12% | 70 |
|
|
2023
Q2 | $282K | Hold |
17,674
| – | – | 0.13% | 63 |
|
|
2023
Q1 | $340K | Sell |
17,674
-4,000
| -18% | -$77K | 0.16% | 51 |
|
|
2022
Q4 | $399K | Buy |
21,674
+4,000
| +23% | +$73.6K | 0.2% | 46 |
|
|
2022
Q3 | $271K | Sell |
17,674
-11,000
| -38% | -$169K | 0.14% | 55 |
|
|
2022
Q2 | $601K | Buy |
+28,674
| New | +$601K | 0.3% | 31 |
|
|
2021
Q4 | – | Sell |
-8,000
| Closed | -$216K | – | 91 |
|
|
2021
Q3 | $216K | Sell |
8,000
-23,354
| -74% | -$631K | 0.09% | 82 |
|
|
2021
Q2 | $902K | Hold |
31,354
| – | – | 0.36% | 35 |
|
|
2021
Q1 | $949K | Sell |
31,354
-7,344
| -19% | -$222K | 0.42% | 30 |
|
|
2020
Q4 | $1.11M | Buy |
38,698
+5,776
| +18% | +$166K | 0.51% | 26 |
|
|
2020
Q3 | $939K | Sell |
32,922
-11,205
| -25% | -$320K | 0.48% | 25 |
|
|
2020
Q2 | $1.33M | Sell |
44,127
-4,235
| -9% | -$128K | 0.78% | 21 |
|
|
2020
Q1 | $1.41M | Buy |
48,362
+2,958
| +7% | +$86.2K | 0.94% | 18 |
|
|
2019
Q4 | $1.77M | Buy |
45,404
+745
| +2% | +$29.1K | 0.96% | 22 |
|
|
2019
Q3 | $1.69M | Buy |
44,659
+8,870
| +25% | +$336K | 0.94% | 20 |
|
|
2019
Q2 | $1.2M | Buy |
35,789
+3,576
| +11% | +$120K | 0.74% | 29 |
|
|
2019
Q1 | $1.01M | Sell |
32,213
-565
| -2% | -$17.7K | 0.61% | 34 |
|
|
2018
Q4 | $935K | Buy |
32,778
+2,713
| +9% | +$77.4K | 0.66% | 33 |
|
|
2018
Q3 | $1.01M | Buy |
30,065
+953
| +3% | +$32K | 0.62% | 35 |
|
|
2018
Q2 | $935K | Buy |
29,112
+207
| +0.7% | +$6.65K | 0.57% | 36 |
|
|
2018
Q1 | $1.03M | Sell |
28,905
-3,975
| -12% | -$142K | 0.64% | 33 |
|
|
2017
Q4 | $1.28M | Sell |
32,880
-10,736
| -25% | -$417K | 0.79% | 28 |
|
|
2017
Q3 | $1.71M | Buy |
43,616
+1,711
| +4% | +$67K | 1.02% | 24 |
|
|
2017
Q2 | $1.58M | Sell |
41,905
-979
| -2% | -$36.9K | 0.99% | 20 |
|
|
2017
Q1 | $1.78M | Buy |
42,884
+633
| +1% | +$26.3K | 1.14% | 21 |
|
|
2016
Q4 | $1.8M | Hold |
42,251
| – | – | 1.17% | 21 |
|
|
2016
Q3 | $1.72M | Sell |
42,251
-768
| -2% | -$31.2K | 1.12% | 22 |
|
|
2016
Q2 | $1.86M | Sell |
43,019
-1,841
| -4% | -$79.6K | 1.25% | 20 |
|
|
2016
Q1 | $1.76M | Buy |
44,860
+3,027
| +7% | +$119K | 1.19% | 17 |
|
|
2015
Q4 | $1.44M | Sell |
41,833
-552
| -1% | -$19K | 1% | 21 |
|
|
2015
Q3 | $1.38M | Buy |
42,385
+5,479
| +15% | +$179K | 0.98% | 23 |
|
|
2015
Q2 | $1.31M | Buy |
36,906
+11,924
| +48% | +$424K | 0.89% | 24 |
|
|
2015
Q1 | $816K | Buy |
24,982
+14,549
| +139% | +$475K | 0.55% | 26 |
|
|
2014
Q4 | $350K | Buy |
+10,433
| New | +$350K | 0.32% | 42 |
|