SKK

Shepherd Kaplan Krochuk’s AT&T T Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$310K	Sell	10,714 -3,362	-24%	-$97.3K	0.27%	53
2025 Q1	$398K	Hold	14,076	–	–	0.34%	53
2024 Q4	$321K	Hold	14,076	–	–	0.27%	46
2024 Q3	$310K	Hold	14,076	–	–	0.23%	52
2024 Q2	$269K	Hold	14,076	–	–	0.21%	54
2024 Q1	$248K	Hold	14,076	–	–	0.2%	50
2023 Q4	$236K	Hold	14,076	–	–	0.19%	51
2023 Q3	$211K	Hold	14,076	–	–	0.18%	50
2023 Q2	$225K	Hold	14,076	–	–	0.18%	50
2023 Q1	$271K	Hold	14,076	–	–	0.24%	51
2022 Q4	$259K	Hold	14,076	–	–	0.15%	63
2022 Q3	$216K	Hold	14,076	–	–	0.11%	114
2022 Q2	$295K	Hold	14,076	–	–	0.13%	123
2022 Q1	$333K	Hold	14,076	–	–	0.13%	123
2021 Q4	$346K	Hold	14,076	–	–	0.12%	120
2021 Q3	$380K	Hold	14,076	–	–	0.14%	110
2021 Q2	$405K	Hold	14,076	–	–	0.14%	105
2021 Q1	$426K	Hold	14,076	–	–	0.16%	96
2020 Q4	$405K	Hold	14,076	–	–	0.15%	104
2020 Q3	$401K	Hold	14,076	–	–	0.17%	95
2020 Q2	$426K	Buy	+14,076	New	+$426K	0.19%	91
2016 Q3	–	Sell	-10,577	Closed	-$457K	–	390
2016 Q2	$457K	Hold	10,577	–	–	0.11%	115
2016 Q1	$414K	Hold	10,577	–	–	0.13%	108
2015 Q4	$364K	Buy	+10,577	New	+$364K	0.1%	143