SWM
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SeaCrest Wealth Management’s AT&T T Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.11M Sell
72,819
-42,582
-37% -$1.23M 0.23% 80
2025
Q1
$3.26M Sell
115,401
-2,021
-2% -$57.2K 0.37% 43
2024
Q4
$2.67M Buy
117,422
+4,663
+4% +$106K 0.28% 53
2024
Q3
$2.48M Sell
112,759
-6,027
-5% -$133K 0.27% 65
2024
Q2
$2.27M Sell
118,786
-13,114
-10% -$251K 0.26% 66
2024
Q1
$2.32M Sell
131,900
-84,150
-39% -$1.48M 0.28% 56
2023
Q4
$3.77M Sell
216,050
-619
-0.3% -$10.8K 0.47% 38
2023
Q3
$3.25M Sell
216,669
-23,416
-10% -$352K 0.42% 43
2023
Q2
$3.83M Buy
240,085
+6,132
+3% +$97.8K 0.48% 36
2023
Q1
$4.5M Sell
233,953
-2,256
-1% -$43.4K 0.61% 26
2022
Q4
$4.35M Buy
236,209
+39,897
+20% +$735K 0.62% 30
2022
Q3
$3.01M Sell
196,312
-64,948
-25% -$996K 0.46% 41
2022
Q2
$5.48M Buy
261,260
+6,796
+3% +$142K 0.69% 20
2022
Q1
$6.01M Sell
254,464
-1,601
-0.6% -$37.8K 0.69% 17
2021
Q4
$6.3M Sell
256,065
-10,338
-4% -$254K 0.69% 23
2021
Q3
$7.2M Sell
266,403
-2,180
-0.8% -$58.9K 0.87% 13
2021
Q2
$7.73M Sell
268,583
-7,159
-3% -$206K 0.93% 11
2021
Q1
$8.35M Buy
275,742
+6,981
+3% +$211K 1.11% 9
2020
Q4
$7.73M Sell
268,761
-5,362
-2% -$154K 1.09% 9
2020
Q3
$7.82M Sell
274,123
-34,823
-11% -$993K 1.25% 8
2020
Q2
$9.34M Buy
308,946
+11,169
+4% +$338K 1.61% 6
2020
Q1
$8.68M Buy
297,777
+9,258
+3% +$270K 1.87% 5
2019
Q4
$11.3M Buy
288,519
+22,237
+8% +$869K 1.89% 3
2019
Q3
$10.1M Sell
266,282
-13,516
-5% -$511K 1.89% 4
2019
Q2
$9.38M Sell
279,798
-2,193
-0.8% -$73.5K 1.91% 3
2019
Q1
$8.84M Buy
281,991
+10,611
+4% +$333K 1.52% 5
2018
Q4
$7.75M Sell
271,380
-13,140
-5% -$375K 1.6% 3
2018
Q3
$9.55M Buy
284,520
+18,023
+7% +$605K 1.62% 4
2018
Q2
$8.56M Buy
266,497
+14,594
+6% +$469K 1.54% 4
2018
Q1
$8.98M Sell
251,903
-1,107
-0.4% -$39.5K 1.65% 3
2017
Q4
$9.84M Buy
+253,010
New +$9.84M 1.8% 3