Security National Trust’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.33M | Hold |
61,251
| – | – | 0.31% | 79 |
|
|
2021
Q2 | $1.33M | Sell |
61,251
-8,577
| -12% | -$186K | 0.3% | 82 |
|
|
2021
Q1 | $1.6M | Sell |
69,828
-28,122
| -29% | -$643K | 0.38% | 74 |
|
|
2020
Q4 | $2.13M | Sell |
97,950
-14,264
| -13% | -$310K | 0.53% | 61 |
|
|
2020
Q3 | $2.42M | Sell |
112,214
-13,690
| -11% | -$295K | 0.68% | 50 |
|
|
2020
Q2 | $2.87M | Buy |
125,904
+819
| +0.7% | +$18.7K | 0.86% | 37 |
|
|
2020
Q1 | $2.75M | Sell |
125,085
-2,870
| -2% | -$63.2K | 1% | 31 |
|
|
2019
Q4 | $3.78M | Buy |
127,955
+6,305
| +5% | +$186K | 1.1% | 31 |
|
|
2019
Q3 | $3.48M | Sell |
121,650
-1,053
| -0.9% | -$30.1K | 1.09% | 31 |
|
|
2019
Q2 | $3.1M | Buy |
122,703
+304
| +0.2% | +$7.69K | 0.97% | 36 |
|
|
2019
Q1 | $2.9M | Buy |
122,399
+1,314
| +1% | +$31.1K | 0.93% | 36 |
|
|
2018
Q4 | $2.61M | Sell |
121,085
-24,386
| -17% | -$526K | 0.97% | 35 |
|
|
2018
Q3 | $3.69M | Sell |
145,471
-23,275
| -14% | -$590K | 1.16% | 25 |
|
|
2018
Q2 | $4.09M | Sell |
168,746
-2,533
| -1% | -$61.4K | 1.36% | 18 |
|
|
2018
Q1 | $4.61M | Buy |
171,279
+36,263
| +27% | +$976K | 1.53% | 12 |
|
|
2017
Q4 | $3.97M | Sell |
135,016
-4,257
| -3% | -$125K | 1.28% | 20 |
|
|
2017
Q3 | $4.12M | Sell |
139,273
-2,797
| -2% | -$82.7K | 1.36% | 16 |
|
|
2017
Q2 | $4.05M | Sell |
142,070
-799
| -0.6% | -$22.8K | 1.36% | 19 |
|
|
2017
Q1 | $4.48M | Sell |
142,869
-1,808
| -1% | -$56.7K | 1.51% | 16 |
|
|
2016
Q4 | $4.65M | Buy |
144,677
+2,130
| +1% | +$68.4K | 1.67% | 15 |
|
|
2016
Q3 | $4.37M | Buy |
142,547
+6,179
| +5% | +$190K | 1.59% | 13 |
|
|
2016
Q2 | $4.45M | Buy |
136,368
+6,815
| +5% | +$222K | 1.64% | 14 |
|
|
2016
Q1 | $3.83M | Buy |
129,553
+3,545
| +3% | +$105K | 1.44% | 18 |
|
|
2015
Q4 | $3.27M | Sell |
126,008
-3,473
| -3% | -$90.2K | 1.29% | 26 |
|
|
2015
Q3 | $3.19M | Buy |
129,481
+4,906
| +4% | +$121K | 1.24% | 25 |
|
|
2015
Q2 | $3.34M | Buy |
124,575
+397
| +0.3% | +$10.7K | 1.2% | 27 |
|
|
2015
Q1 | $3.06M | Sell |
124,178
-364
| -0.3% | -$8.97K | 1.09% | 31 |
|
|
2014
Q4 | $3.16M | Buy |
124,542
+4,349
| +4% | +$110K | 1.15% | 30 |
|
|
2014
Q3 | $3.2M | Buy |
120,193
+37
| +0% | +$984 | 1.3% | 25 |
|
|
2014
Q2 | $3.21M | Buy |
120,156
+1,258
| +1% | +$33.6K | 1.25% | 25 |
|
|
2014
Q1 | $3.15M | Buy |
118,898
+5,348
| +5% | +$142K | 1.27% | 24 |
|
|
2013
Q4 | $3.02M | Buy |
113,550
+2,699
| +2% | +$71.7K | 1.25% | 26 |
|
|
2013
Q3 | $2.83M | Buy |
110,851
+4,987
| +5% | +$127K | 1.27% | 26 |
|
|
2013
Q2 | $2.83M | Buy |
+105,864
| New | +$2.83M | 1.37% | 22 |
|