SIS
Sound Income Strategies’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.8M | Buy |
891,758
+48,870
| +6% | +$1.41M | 1.48% | 15 |
|
|
2025
Q1 | $23.8M | Sell |
842,888
-434,405
| -34% | -$12.3M | 1.41% | 15 |
|
|
2024
Q4 | $29.1M | Buy |
1,277,293
+98,043
| +8% | +$2.23M | 1.8% | 13 |
|
|
2024
Q3 | $25.9M | Buy |
1,179,250
+59,778
| +5% | +$1.32M | 1.67% | 13 |
|
|
2024
Q2 | $21.4M | Buy |
1,119,472
+44,364
| +4% | +$848K | 1.34% | 16 |
|
|
2024
Q1 | $18.9M | Buy |
1,075,108
+79,111
| +8% | +$1.39M | 1.41% | 16 |
|
|
2023
Q4 | $16.7M | Buy |
995,997
+78,302
| +9% | +$1.31M | 1.39% | 18 |
|
|
2023
Q3 | $13.8M | Buy |
917,695
+147,556
| +19% | +$2.22M | 1.16% | 24 |
|
|
2023
Q2 | $12.3M | Buy |
770,139
+220,461
| +40% | +$3.52M | 1.26% | 24 |
|
|
2023
Q1 | $10.6M | Buy |
549,678
+53,068
| +11% | +$1.02M | 1.15% | 23 |
|
|
2022
Q4 | $9.14M | Buy |
496,610
+45,712
| +10% | +$842K | 1.17% | 23 |
|
|
2022
Q3 | $6.92M | Buy |
450,898
+48,368
| +12% | +$742K | 1.01% | 29 |
|
|
2022
Q2 | $8.44M | Buy |
402,530
+94,157
| +31% | +$1.97M | 1.13% | 27 |
|
|
2022
Q1 | $7.29M | Buy |
308,373
+28,901
| +10% | +$683K | 0.84% | 33 |
|
|
2021
Q4 | $6.88M | Buy |
279,472
+35,235
| +14% | +$867K | 0.81% | 31 |
|
|
2021
Q3 | $6.6M | Buy |
244,237
+32,143
| +15% | +$868K | 0.85% | 29 |
|
|
2021
Q2 | $6.1M | Buy |
212,094
+20,485
| +11% | +$590K | 0.88% | 27 |
|
|
2021
Q1 | $5.8M | Buy |
191,609
+43,985
| +30% | +$1.33M | 0.98% | 20 |
|
|
2020
Q4 | $4.25M | Buy |
147,624
+24,645
| +20% | +$709K | 0.94% | 16 |
|
|
2020
Q3 | $3.51M | Buy |
122,979
+15,106
| +14% | +$431K | 0.96% | 12 |
|
|
2020
Q2 | $3.26M | Buy |
107,873
+8,757
| +9% | +$265K | 0.98% | 12 |
|
|
2020
Q1 | $2.89M | Buy |
99,116
+17,794
| +22% | +$519K | 0.99% | 12 |
|
|
2019
Q4 | $3.18M | Buy |
81,322
+12,357
| +18% | +$483K | 0.85% | 12 |
|
|
2019
Q3 | $2.61M | Sell |
68,965
-2,442
| -3% | -$92.4K | 0.79% | 12 |
|
|
2019
Q2 | $2.39M | Buy |
71,407
+14,398
| +25% | +$483K | 0.83% | 12 |
|
|
2019
Q1 | $1.79M | Buy |
57,009
+601
| +1% | +$18.8K | 0.82% | 14 |
|
|
2018
Q4 | $1.61M | Buy |
56,408
+4,667
| +9% | +$133K | 0.84% | 13 |
|
|
2018
Q3 | $1.74M | Buy |
51,741
+13,955
| +37% | +$468K | 0.85% | 13 |
|
|
2018
Q2 | $1.21M | Buy |
37,786
+7,097
| +23% | +$228K | 0.71% | 13 |
|
|
2018
Q1 | $1.09M | Buy |
30,689
+4,102
| +15% | +$146K | 0.72% | 13 |
|
|
2017
Q4 | $973K | Buy |
+26,587
| New | +$973K | 0.64% | 20 |
|