Stamos Capital Partners’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.2M | Buy |
214,309
+62,714
| +41% | +$1.81M | 1.11% | 23 |
|
|
2025
Q1 | $4.29M | Sell |
151,595
-145,745
| -49% | -$4.12M | 1.12% | 22 |
|
|
2024
Q4 | $6.77M | Sell |
297,340
-30,240
| -9% | -$689K | 1.59% | 12 |
|
|
2024
Q3 | $7.21M | Sell |
327,580
-52,710
| -14% | -$1.16M | 1.7% | 12 |
|
|
2024
Q2 | $7.27M | Sell |
380,290
-98,880
| -21% | -$1.89M | 1.54% | 12 |
|
|
2024
Q1 | $8.43M | Sell |
479,170
-57,730
| -11% | -$1.02M | 1.91% | 8 |
|
|
2023
Q4 | $9.01M | Sell |
536,900
-509,260
| -49% | -$8.55M | 2.44% | 8 |
|
|
2023
Q3 | $15.7M | Buy |
1,046,160
+550,300
| +111% | +$8.27M | 3.5% | 2 |
|
|
2023
Q2 | $7.91M | Buy |
495,860
+206,770
| +72% | +$3.3M | 1.85% | 14 |
|
|
2023
Q1 | $5.56M | Buy |
289,090
+34,630
| +14% | +$667K | 1.44% | 19 |
|
|
2022
Q4 | $4.68M | Sell |
254,460
-497,750
| -66% | -$9.16M | 1.48% | 17 |
|
|
2022
Q3 | $11.5M | Sell |
752,210
-321,280
| -30% | -$4.93M | 2.93% | 3 |
|
|
2022
Q2 | $22.5M | Sell |
1,073,490
-110,960
| -9% | -$2.33M | 6.8% | 1 |
|
|
2022
Q1 | $21.1M | Buy |
1,184,450
+433,345
| +58% | +$7.73M | 7.06% | 1 |
|
|
2021
Q4 | $14M | Buy |
751,105
+417,603
| +125% | +$7.76M | 6.47% | 2 |
|
|
2021
Q3 | $6.8M | Sell |
333,502
-67,008
| -17% | -$1.37M | 3.81% | 7 |
|
|
2021
Q2 | $8.71M | Buy |
400,510
+32,835
| +9% | +$714K | 4.59% | 2 |
|
|
2021
Q1 | $8.41M | Hold |
367,675
| – | – | 4.24% | 5 |
|
|
2020
Q4 | $7.99M | Buy |
367,675
+35,351
| +11% | +$768K | 3.41% | 2 |
|
|
2020
Q3 | $7.16M | Buy |
332,324
+181,388
| +120% | +$3.91M | 2.66% | 5 |
|
|
2020
Q2 | $3.45M | Sell |
150,936
-157,022
| -51% | -$3.58M | 1.97% | 9 |
|
|
2020
Q1 | $6.78M | Buy |
307,958
+172,473
| +127% | +$3.8M | 3.57% | 5 |
|
|
2019
Q4 | $4M | Sell |
135,485
-14,127
| -9% | -$417K | 3.23% | 5 |
|
|
2019
Q3 | $4.28M | Sell |
149,612
-13,240
| -8% | -$378K | 3.8% | 5 |
|
|
2019
Q2 | $4.11M | Buy |
162,852
+101,506
| +165% | +$2.56M | 4.11% | 2 |
|
|
2019
Q1 | $1.43M | Sell |
61,346
-71,936
| -54% | -$1.67M | 1.83% | 20 |
|
|
2018
Q4 | $2.87M | Buy |
+133,282
| New | +$2.87M | 2.17% | 16 |
|