SWA
SFMG Wealth Advisors’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $643K | Sell |
22,227
-2,086
| -9% | -$60.4K | 0.05% | 128 |
|
|
2025
Q1 | $688K | Buy |
24,313
+2,172
| +10% | +$61.4K | 0.05% | 125 |
|
|
2024
Q4 | $504K | Buy |
22,141
+1,736
| +9% | +$39.5K | 0.04% | 150 |
|
|
2024
Q3 | $449K | Sell |
20,405
-4,029
| -16% | -$88.6K | 0.04% | 152 |
|
|
2024
Q2 | $467K | Sell |
24,434
-5,120
| -17% | -$97.8K | 0.04% | 150 |
|
|
2024
Q1 | $520K | Sell |
29,554
-2,534
| -8% | -$44.6K | 0.04% | 139 |
|
|
2023
Q4 | $538K | Sell |
32,088
-170
| -0.5% | -$2.85K | 0.05% | 130 |
|
|
2023
Q3 | $485K | Buy |
32,258
+2,031
| +7% | +$30.5K | 0.05% | 134 |
|
|
2023
Q2 | $482K | Sell |
30,227
-1,573
| -5% | -$25.1K | 0.05% | 129 |
|
|
2023
Q1 | $612K | Sell |
31,800
-122,279
| -79% | -$2.35M | 0.07% | 115 |
|
|
2022
Q4 | $2.84M | Sell |
154,079
-31,460
| -17% | -$579K | 0.31% | 46 |
|
|
2022
Q3 | $2.71M | Sell |
185,539
-3,436
| -2% | -$50.3K | 0.32% | 43 |
|
|
2022
Q2 | $3.96M | Buy |
188,975
+1,739
| +0.9% | +$36.5K | 0.46% | 30 |
|
|
2022
Q1 | $4.42M | Sell |
187,236
-10,430
| -5% | -$246K | 0.44% | 34 |
|
|
2021
Q4 | $4.86M | Buy |
197,666
+4,749
| +2% | +$117K | 0.47% | 28 |
|
|
2021
Q3 | $5.21M | Sell |
192,917
-1,233
| -0.6% | -$33.3K | 0.58% | 20 |
|
|
2021
Q2 | $5.59M | Buy |
194,150
+65,349
| +51% | +$1.88M | 0.62% | 20 |
|
|
2021
Q1 | $3.9M | Sell |
128,801
-62,107
| -33% | -$1.88M | 0.45% | 27 |
|
|
2020
Q4 | $5.49M | Buy |
190,908
+27,683
| +17% | +$796K | 0.7% | 19 |
|
|
2020
Q3 | $4.65M | Buy |
163,225
+55,293
| +51% | +$1.58M | 0.64% | 22 |
|
|
2020
Q2 | $3.26M | Buy |
107,932
+60,036
| +125% | +$1.82M | 0.46% | 27 |
|
|
2020
Q1 | $1.4M | Buy |
47,896
+17,383
| +57% | +$507K | 0.21% | 34 |
|
|
2019
Q4 | $1.19M | Buy |
30,513
+127
| +0.4% | +$4.96K | 0.15% | 58 |
|
|
2019
Q3 | $1.15M | Sell |
30,386
-11,179
| -27% | -$423K | 0.16% | 52 |
|
|
2019
Q2 | $1.42M | Buy |
41,565
+4,601
| +12% | +$157K | 0.19% | 32 |
|
|
2019
Q1 | $1.16M | Buy |
36,964
+163
| +0.4% | +$5.11K | 0.17% | 40 |
|
|
2018
Q4 | $1.04M | Buy |
36,801
+1,845
| +5% | +$51.9K | 0.17% | 41 |
|
|
2018
Q3 | $1.07M | Buy |
34,956
+9,806
| +39% | +$299K | 0.16% | 38 |
|
|
2018
Q2 | $808K | Sell |
25,150
-4,626
| -16% | -$149K | 0.13% | 54 |
|
|
2018
Q1 | $1.06M | Buy |
29,776
+981
| +3% | +$35K | 0.18% | 43 |
|
|
2017
Q4 | $1.12M | Sell |
28,795
-19,307
| -40% | -$751K | 0.19% | 41 |
|
|
2017
Q3 | $1.88M | Buy |
48,102
+17,748
| +58% | +$695K | 0.37% | 27 |
|
|
2017
Q2 | $1.15M | Buy |
30,354
+2,983
| +11% | +$113K | 0.24% | 35 |
|
|
2017
Q1 | $1.14M | Buy |
27,371
+56
| +0.2% | +$2.33K | 0.23% | 37 |
|
|
2016
Q4 | $1.16M | Sell |
27,315
-263
| -1% | -$11.2K | 0.25% | 38 |
|
|
2016
Q3 | $1.12M | Sell |
27,578
-92
| -0.3% | -$3.74K | 0.25% | 44 |
|
|
2016
Q2 | $1.2M | Buy |
27,670
+36
| +0.1% | +$1.56K | 0.27% | 42 |
|
|
2016
Q1 | $1.08M | Sell |
27,634
-30,746
| -53% | -$1.2M | 0.24% | 46 |
|
|
2015
Q4 | $2.01M | Sell |
58,380
-275
| -0.5% | -$9.46K | 0.46% | 24 |
|
|
2015
Q3 | $1.91M | Buy |
58,655
+1,524
| +3% | +$49.7K | 0.46% | 25 |
|
|
2015
Q2 | $2.03M | Sell |
57,131
-9,088
| -14% | -$323K | 0.45% | 26 |
|
|
2015
Q1 | $2.16M | Buy |
66,219
+40,632
| +159% | +$1.33M | 0.17% | 50 |
|
|
2014
Q4 | $859K | Sell |
25,587
-2,585
| -9% | -$86.8K | 0.19% | 64 |
|
|
2014
Q3 | $993K | Buy |
28,172
+4,070
| +17% | +$143K | 0.31% | 32 |
|
|
2014
Q2 | $852K | Sell |
24,102
-979
| -4% | -$34.6K | 0.29% | 29 |
|
|
2014
Q1 | $880K | Sell |
25,081
-300
| -1% | -$10.5K | 0.3% | 30 |
|
|
2013
Q4 | $892K | Buy |
25,381
+3,397
| +15% | +$119K | 0.31% | 28 |
|
|
2013
Q3 | $743K | Buy |
21,984
+25
| +0.1% | +$845 | 0.3% | 29 |
|
|
2013
Q2 | $777K | Buy |
+21,959
| New | +$777K | 0.31% | 26 |
|