Sage 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 | – | Sell |
-197,917
| Closed | -$5.6M | – | 136 |
|
|
2025
Q1 | $5.6M | Buy |
197,917
+1,176
| +0.6% | +$33.3K | 1.47% | 23 |
|
|
2024
Q4 | $4.48M | Sell |
196,741
-237
| -0.1% | -$5.4K | 1.17% | 28 |
|
|
2024
Q3 | $4.33M | Buy |
196,978
+1,409
| +0.7% | +$31K | 1.13% | 30 |
|
|
2024
Q2 | $3.74M | Buy |
195,569
+2,157
| +1% | +$41.2K | 1.07% | 31 |
|
|
2024
Q1 | $3.4M | Buy |
193,412
+1,497
| +0.8% | +$26.3K | 0.99% | 40 |
|
|
2023
Q4 | $3.22M | Sell |
191,915
-914
| -0.5% | -$15.3K | 1.04% | 34 |
|
|
2023
Q3 | $2.9M | Sell |
192,829
-3,538
| -2% | -$53.1K | 1.06% | 34 |
|
|
2023
Q2 | $3.13M | Buy |
196,367
+2,430
| +1% | +$38.8K | 1.1% | 32 |
|
|
2023
Q1 | $3.73M | Buy |
193,937
+5,999
| +3% | +$115K | 1.42% | 26 |
|
|
2022
Q4 | $3.46M | Buy |
187,938
+12,888
| +7% | +$237K | 1.53% | 25 |
|
|
2022
Q3 | $2.69M | Sell |
175,050
-9,300
| -5% | -$143K | 1.37% | 25 |
|
|
2022
Q2 | $3.86M | Sell |
184,350
-57,202
| -24% | -$1.2M | 1.84% | 19 |
|
|
2022
Q1 | $4.4M | Buy |
241,552
+4,707
| +2% | +$85.8K | 1.79% | 19 |
|
|
2021
Q4 | $4.88M | Sell |
236,845
-12,434
| -5% | -$256K | 1.85% | 21 |
|
|
2021
Q3 | $5.09M | Buy |
249,279
+5,609
| +2% | +$114K | 2.16% | 9 |
|
|
2021
Q2 | $5.14M | Buy |
243,670
+16,027
| +7% | +$338K | 2.1% | 11 |
|
|
2021
Q1 | $5.21M | Buy |
227,643
+88,657
| +64% | +$2.03M | 2.33% | 7 |
|
|
2020
Q4 | $3.03M | Buy |
138,986
+4,339
| +3% | +$94.7K | 1.5% | 24 |
|
|
2020
Q3 | $2.9M | Buy |
134,647
+440
| +0.3% | +$9.47K | 1.77% | 21 |
|
|
2020
Q2 | $3.06M | Sell |
134,207
-1,507
| -1% | -$34.4K | 1.97% | 15 |
|
|
2020
Q1 | $2.99M | Buy |
135,714
+8,332
| +7% | +$183K | 2.45% | 12 |
|
|
2019
Q4 | $3.76M | Buy |
127,382
+2,186
| +2% | +$64.5K | 2.39% | 7 |
|
|
2019
Q3 | $3.58M | Sell |
125,196
-60,410
| -33% | -$1.73M | 2.7% | 5 |
|
|
2019
Q2 | $4.64M | Buy |
185,606
+668
| +0.4% | +$16.7K | 3.21% | 5 |
|
|
2019
Q1 | $4.38M | Buy |
184,938
+10,554
| +6% | +$250K | 2.82% | 5 |
|
|
2018
Q4 | $3.76M | Buy |
174,384
+1,128
| +0.7% | +$24.3K | 2.84% | 8 |
|
|
2018
Q3 | $4.39M | Buy |
173,256
+23,203
| +15% | +$588K | 2.75% | 10 |
|
|
2018
Q2 | $3.64M | Buy |
150,053
+11,073
| +8% | +$269K | 2.54% | 12 |
|
|
2018
Q1 | $3.74M | Buy |
138,980
+1,742
| +1% | +$46.9K | 2.65% | 10 |
|
|
2017
Q4 | $4.03M | Sell |
137,238
-11,372
| -8% | -$334K | 2.61% | 10 |
|
|
2017
Q3 | $4.4M | Sell |
148,610
-687
| -0.5% | -$20.3K | 3.09% | 5 |
|
|
2017
Q2 | $4.26M | Buy |
+149,297
| New | +$4.26M | 3.13% | 6 |
|