SIA
Soltis Investment Advisors’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $587K | Buy |
20,293
+3,186
| +19% | +$92.2K | 0.05% | 236 |
|
|
2025
Q1 | $484K | Sell |
17,107
-23,449
| -58% | -$663K | 0.04% | 246 |
|
|
2024
Q4 | $923K | Buy |
40,556
+25,052
| +162% | +$570K | 0.09% | 170 |
|
|
2024
Q3 | $341K | Buy |
15,504
+2,941
| +23% | +$64.7K | 0.03% | 264 |
|
|
2024
Q2 | $240K | Sell |
12,563
-83,585
| -87% | -$1.6M | 0.03% | 292 |
|
|
2024
Q1 | $1.69M | Buy |
96,148
+29,460
| +44% | +$518K | 0.19% | 128 |
|
|
2023
Q4 | $1.12M | Buy |
66,688
+3,019
| +5% | +$50.7K | 0.13% | 135 |
|
|
2023
Q3 | $956K | Buy |
63,669
+50,091
| +369% | +$752K | 0.12% | 131 |
|
|
2023
Q2 | $217K | Buy |
13,578
+264
| +2% | +$4.21K | 0.03% | 243 |
|
|
2023
Q1 | $256K | Sell |
13,314
-34,613
| -72% | -$666K | 0.03% | 226 |
|
|
2022
Q4 | $882K | Sell |
47,927
-707
| -1% | -$13K | 0.12% | 133 |
|
|
2022
Q3 | $746K | Sell |
48,634
-1,466
| -3% | -$22.5K | 0.11% | 137 |
|
|
2022
Q2 | $1.05M | Sell |
50,100
-1,657
| -3% | -$34.7K | 0.15% | 122 |
|
|
2022
Q1 | $1.22M | Sell |
51,757
-2,207
| -4% | -$52.2K | 0.17% | 114 |
|
|
2021
Q4 | $1.33M | Sell |
53,964
-1,794
| -3% | -$44.1K | 0.19% | 114 |
|
|
2021
Q3 | $1.51M | Sell |
55,758
-64,537
| -54% | -$1.74M | 0.23% | 88 |
|
|
2021
Q2 | $3.46M | Buy |
120,295
+9,588
| +9% | +$276K | 0.55% | 36 |
|
|
2021
Q1 | $3.35M | Buy |
110,707
+13,920
| +14% | +$421K | 0.61% | 35 |
|
|
2020
Q4 | $2.78M | Buy |
96,787
+40,589
| +72% | +$1.17M | 0.52% | 36 |
|
|
2020
Q3 | $1.6M | Buy |
56,198
+9,613
| +21% | +$274K | 0.38% | 50 |
|
|
2020
Q2 | $1.41M | Buy |
46,585
+9,965
| +27% | +$301K | 0.37% | 48 |
|
|
2020
Q1 | $1.07M | Buy |
36,620
+3,003
| +9% | +$87.5K | 0.33% | 46 |
|
|
2019
Q4 | $1.31M | Buy |
+33,617
| New | +$1.31M | 0.25% | 51 |
|