Sequoia Financial 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
$11.7M Buy
403,893
+26,147
+7% +$757K 0.08% 173
2025
Q1
$10.7M Sell
377,746
-3,873
-1% -$110K 0.08% 178
2024
Q4
$8.69M Buy
381,619
+133,627
+54% +$3.04M 0.08% 189
2024
Q3
$5.46M Buy
247,992
+77,849
+46% +$1.71M 0.06% 211
2024
Q2
$3.25M Sell
170,143
-7,359
-4% -$141K 0.04% 246
2024
Q1
$3.12M Sell
177,502
-417,870
-70% -$7.35M 0.04% 259
2023
Q4
$9.99M Buy
595,372
+488,557
+457% +$8.2M 0.12% 146
2023
Q3
$1.6M Sell
106,815
-5,795
-5% -$87K 0.03% 258
2023
Q2
$1.8M Sell
112,610
-14,460
-11% -$231K 0.03% 255
2023
Q1
$2.45M Buy
127,070
+6,651
+6% +$128K 0.05% 191
2022
Q4
$2.22M Buy
120,419
+33,606
+39% +$619K 0.05% 194
2022
Q3
$1.33M Sell
86,813
-16,060
-16% -$246K 0.04% 187
2022
Q2
$2.16M Sell
102,873
-37,847
-27% -$793K 0.06% 165
2022
Q1
$2.51M Buy
140,720
+20,051
+17% +$358K 0.06% 168
2021
Q4
$2.24M Buy
120,669
+69,217
+135% +$1.29M 0.06% 171
2021
Q3
$1.05M Sell
51,452
-211,917
-80% -$4.32M 0.11% 103
2021
Q2
$5.73M Buy
263,369
+46,183
+21% +$1M 0.21% 88
2021
Q1
$4.97M Buy
217,186
+12,002
+6% +$274K 0.21% 75
2020
Q4
$4.46M Buy
205,184
+13,450
+7% +$292K 0.2% 69
2020
Q3
$4.13M Buy
191,734
+12,509
+7% +$269K 0.22% 61
2020
Q2
$4.09M Buy
179,225
+10,418
+6% +$238K 0.24% 56
2020
Q1
$3.72M Buy
168,807
+15,962
+10% +$351K 0.27% 50
2019
Q4
$4.51M Sell
152,845
-2,275
-1% -$67.1K 0.29% 54
2019
Q3
$4.43M Buy
155,120
+44,718
+41% +$1.28M 0.32% 49
2019
Q2
$2.79M Sell
110,402
-2,760
-2% -$69.8K 0.21% 69
2019
Q1
$2.68M Buy
113,162
+51,016
+82% +$1.21M 0.22% 66
2018
Q4
$1.34M Sell
62,146
-7,086
-10% -$153K 0.16% 89
2018
Q3
$1.76M Buy
69,232
+6,199
+10% +$157K 0.17% 83
2018
Q2
$1.53M Buy
63,033
+3,792
+6% +$92K 0.16% 87
2018
Q1
$1.6M Buy
59,241
+9,798
+20% +$264K 0.17% 87
2017
Q4
$1.45M Sell
49,443
-1,820
-4% -$53.4K 0.15% 92
2017
Q3
$1.52M Sell
51,263
-766
-1% -$22.7K 0.18% 86
2017
Q2
$1.48M Sell
52,029
-1,785
-3% -$50.9K 0.18% 89
2017
Q1
$1.69M Buy
53,814
+1,213
+2% +$38.1K 0.21% 80
2016
Q4
$1.69M Buy
52,601
+23,886
+83% +$767K 0.24% 73
2016
Q3
$881K Sell
28,715
-8,818
-23% -$271K 0.16% 89
2016
Q2
$1.23M Buy
37,533
+601
+2% +$19.6K 0.34% 63
2016
Q1
$1.09M Buy
36,932
+4,899
+15% +$145K 0.35% 53
2015
Q4
$833K Sell
32,033
-365
-1% -$9.49K 0.34% 62
2015
Q3
$797K Buy
32,398
+2,345
+8% +$57.7K 0.35% 58
2015
Q2
$806K Buy
30,053
+2,307
+8% +$61.9K 0.34% 71
2015
Q1
$684K Buy
27,746
+7,658
+38% +$189K 0.31% 77
2014
Q4
$510K Sell
20,088
-132
-0.7% -$3.35K 0.35% 70
2014
Q3
$538K Buy
20,220
+1,244
+7% +$33.1K 0.37% 68
2014
Q2
$507K Buy
18,976
+125
+0.7% +$3.34K 0.39% 65
2014
Q1
$499K Buy
18,851
+156
+0.8% +$4.13K 0.42% 71
2013
Q4
$496K Buy
+18,695
New +$496K 0.41% 71