Sargent Investment Group’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 | $1.24M | Buy |
44,926
+13,708
| +44% | +$377K | 0.17% | 91 |
|
|
2025
Q1 | $883K | Buy |
31,218
+7,772
| +33% | +$220K | 0.14% | 102 |
|
|
2024
Q4 | $505K | Buy |
+23,446
| New | +$505K | 0.08% | 133 |
|
|
2021
Q4 | – | Sell |
-12,595
| Closed | -$257K | – | 194 |
|
|
2021
Q3 | $257K | Sell |
12,595
-15,981
| -56% | -$326K | 0.06% | 160 |
|
|
2021
Q2 | $621K | Sell |
28,576
-1,897
| -6% | -$41.2K | 0.15% | 104 |
|
|
2021
Q1 | $697K | Buy |
30,473
+7,286
| +31% | +$167K | 0.18% | 96 |
|
|
2020
Q4 | $504K | Buy |
23,187
+4,213
| +22% | +$91.6K | 0.16% | 103 |
|
|
2020
Q3 | $409K | Sell |
18,974
-7,350
| -28% | -$158K | 0.15% | 109 |
|
|
2020
Q2 | $594K | Buy |
26,324
+5,685
| +28% | +$128K | 0.22% | 81 |
|
|
2020
Q1 | $454K | Buy |
20,639
+2,133
| +12% | +$46.9K | 0.21% | 85 |
|
|
2019
Q4 | $546K | Buy |
18,506
+1,223
| +7% | +$36.1K | 0.2% | 91 |
|
|
2019
Q3 | $494K | Buy |
17,283
+2,866
| +20% | +$81.9K | 0.22% | 92 |
|
|
2019
Q2 | $365K | Buy |
14,417
+512
| +4% | +$13K | 0.17% | 102 |
|
|
2019
Q1 | $329K | Sell |
13,905
-284
| -2% | -$6.72K | 0.16% | 102 |
|
|
2018
Q4 | $306K | Buy |
+14,189
| New | +$306K | 0.19% | 91 |
|