SFS
Sowell Financial Services’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.13M | Buy |
246,540
+2,463
| +1% | +$71.3K | 0.29% | 72 |
|
|
2025
Q1 | $6.9M | Sell |
244,077
-12,506
| -5% | -$354K | 0.31% | 65 |
|
|
2024
Q4 | $5.84M | Buy |
256,583
+11,493
| +5% | +$262K | 0.31% | 76 |
|
|
2024
Q3 | $5.39M | Sell |
245,090
-3,959
| -2% | -$87.1K | 0.25% | 98 |
|
|
2024
Q2 | $4.76M | Sell |
249,049
-15,659
| -6% | -$299K | 0.23% | 109 |
|
|
2024
Q1 | $4.66M | Sell |
264,708
-19,523
| -7% | -$344K | 0.22% | 113 |
|
|
2023
Q4 | $4.77M | Sell |
284,231
-75,837
| -21% | -$1.27M | 0.26% | 101 |
|
|
2023
Q3 | $5.41M | Sell |
360,068
-23,453
| -6% | -$352K | 0.34% | 76 |
|
|
2023
Q2 | $6.12M | Buy |
383,521
+143,214
| +60% | +$2.28M | 0.34% | 70 |
|
|
2023
Q1 | $4.63M | Sell |
240,307
-153,606
| -39% | -$2.96M | 0.36% | 60 |
|
|
2022
Q4 | $7.25M | Buy |
393,913
+87,366
| +29% | +$1.61M | 0.47% | 38 |
|
|
2022
Q3 | $4.7M | Buy |
306,547
+41,511
| +16% | +$637K | 0.47% | 50 |
|
|
2022
Q2 | $5.56M | Buy |
265,036
+196,542
| +287% | +$4.12M | 0.51% | 42 |
|
|
2022
Q1 | $1.5M | Sell |
68,494
-153,692
| -69% | -$3.37M | 0.26% | 65 |
|
|
2021
Q4 | $5.47M | Sell |
222,186
-39,891
| -15% | -$981K | 0.31% | 68 |
|
|
2021
Q3 | $7.08M | Sell |
262,077
-21,081
| -7% | -$569K | 0.48% | 46 |
|
|
2021
Q2 | $8.15M | Sell |
283,158
-228,935
| -45% | -$6.59M | 0.54% | 39 |
|
|
2021
Q1 | $16.6M | Buy |
512,093
+71,683
| +16% | +$2.32M | 0.58% | 35 |
|
|
2020
Q4 | $12.7M | Buy |
440,410
+18,392
| +4% | +$529K | 0.54% | 45 |
|
|
2020
Q3 | $12M | Buy |
422,018
+10,282
| +2% | +$293K | 0.6% | 41 |
|
|
2020
Q2 | $12.4M | Buy |
411,736
+17,817
| +5% | +$539K | 0.68% | 25 |
|
|
2020
Q1 | $11.5M | Buy |
393,919
+59,137
| +18% | +$1.72M | 0.85% | 20 |
|
|
2019
Q4 | $13.1M | Buy |
334,782
+2,939
| +0.9% | +$115K | 1% | 10 |
|
|
2019
Q3 | $12.6M | Buy |
+331,843
| New | +$12.6M | 1.04% | 9 |
|
|
2019
Q1 | $8.7M | Buy |
277,294
+11,679
| +4% | +$366K | 0.97% | 17 |
|
|
2018
Q4 | $7.58M | Buy |
265,615
+29,388
| +12% | +$839K | 1.07% | 16 |
|
|
2018
Q3 | $7.93M | Buy |
236,227
+26,674
| +13% | +$896K | 1.15% | 12 |
|
|
2018
Q2 | $6.75M | Buy |
209,553
+28,010
| +15% | +$902K | 1.43% | 12 |
|
|
2018
Q1 | $5.82M | Buy |
181,543
+11,522
| +7% | +$369K | 1.45% | 15 |
|
|
2017
Q4 | $6.32M | Sell |
170,021
-7,195
| -4% | -$267K | 1.54% | 12 |
|
|
2017
Q3 | $5.95M | Buy |
177,216
+10,046
| +6% | +$337K | 1.55% | 14 |
|
|
2017
Q2 | $6.41M | Buy |
167,170
+26,063
| +18% | +$1,000K | 1.82% | 12 |
|
|
2017
Q1 | $5.38M | Buy |
141,107
+2,665
| +2% | +$102K | 1.59% | 11 |
|
|
2016
Q4 | $5.64M | Buy |
+138,442
| New | +$5.64M | 1.89% | 6 |
|