SGCA
Steel Grove Capital Advisors’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.14M | Sell |
73,792
-22,837
| -24% | -$661K | 0.25% | 45 |
|
|
2025
Q1 | $2.73M | Sell |
96,629
-2,065
| -2% | -$58.4K | 0.41% | 25 |
|
|
2024
Q4 | $2.25M | Sell |
98,694
-5,198
| -5% | -$118K | 0.31% | 30 |
|
|
2024
Q3 | $2.28M | Sell |
103,892
-3,556
| -3% | -$77.9K | 0.32% | 30 |
|
|
2024
Q2 | $2.05M | Sell |
107,448
-391
| -0.4% | -$7.47K | 0.28% | 34 |
|
|
2024
Q1 | $1.9M | Buy |
107,839
+71,352
| +196% | +$1.26M | 0.25% | 57 |
|
|
2023
Q4 | $612K | Sell |
36,487
-96,625
| -73% | -$1.62M | 0.08% | 89 |
|
|
2023
Q3 | $2M | Buy |
133,112
+5,511
| +4% | +$82.8K | 0.27% | 50 |
|
|
2023
Q2 | $2.04M | Buy |
127,601
+8,524
| +7% | +$136K | 0.26% | 55 |
|
|
2023
Q1 | $2.29M | Buy |
119,077
+10,085
| +9% | +$194K | 0.31% | 41 |
|
|
2022
Q4 | $2.01M | Sell |
108,992
-457
| -0.4% | -$8.41K | 0.29% | 53 |
|
|
2022
Q3 | $1.68M | Buy |
109,449
+7,940
| +8% | +$122K | 0.3% | 54 |
|
|
2022
Q2 | $2.13M | Buy |
101,509
+23,114
| +29% | +$485K | 0.39% | 28 |
|
|
2022
Q1 | $1.85M | Buy |
78,395
+43,417
| +124% | +$1.03M | 0.29% | 50 |
|
|
2021
Q4 | $860K | Sell |
34,978
-34,626
| -50% | -$851K | 0.17% | 67 |
|
|
2021
Q3 | $1.88M | Buy |
69,604
+3,190
| +5% | +$86.2K | 0.43% | 31 |
|
|
2021
Q2 | $1.91M | Sell |
66,414
-4,638
| -7% | -$133K | 0.52% | 27 |
|
|
2021
Q1 | $2.15M | Buy |
71,052
+27,489
| +63% | +$832K | 0.7% | 21 |
|
|
2020
Q4 | $1.25M | Sell |
43,563
-15,005
| -26% | -$432K | 0.41% | 53 |
|
|
2020
Q3 | $1.67M | Sell |
58,568
-1,407
| -2% | -$40.1K | 0.68% | 25 |
|
|
2020
Q2 | $1.81M | Sell |
59,975
-7,266
| -11% | -$220K | 0.81% | 17 |
|
|
2020
Q1 | $1.96M | Buy |
67,241
+2,414
| +4% | +$70.4K | 1.28% | 13 |
|
|
2019
Q4 | $2.53M | Sell |
64,827
-3,753
| -5% | -$147K | 1.42% | 14 |
|
|
2019
Q3 | $2.6M | Buy |
68,580
+534
| +0.8% | +$20.2K | 1.54% | 13 |
|
|
2019
Q2 | $2.28M | Buy |
68,046
+1,118
| +2% | +$37.5K | 1.42% | 15 |
|
|
2019
Q1 | $2.1M | Sell |
66,928
-141,729
| -68% | -$4.44M | 1.36% | 18 |
|
|
2018
Q4 | $5.96M | Sell |
208,657
-55,711
| -21% | -$1.59M | 0.84% | 36 |
|
|
2018
Q3 | $8.88M | Buy |
264,368
+41,236
| +18% | +$1.38M | 1.24% | 16 |
|
|
2018
Q2 | $7.17M | Sell |
223,132
-18,405
| -8% | -$591K | 1.15% | 21 |
|
|
2018
Q1 | $8.61M | Sell |
241,537
-1,425
| -0.6% | -$50.8K | 1.35% | 9 |
|
|
2017
Q4 | $9.45M | Buy |
242,962
+63,189
| +35% | +$2.46M | 1.42% | 12 |
|
|
2017
Q3 | $7.04M | Sell |
179,773
-4,833
| -3% | -$189K | 1.27% | 16 |
|
|
2017
Q2 | $6.97M | Buy |
184,606
+5,252
| +3% | +$198K | 1.24% | 19 |
|
|
2017
Q1 | $7.45M | Buy |
179,354
+34,269
| +24% | +$1.42M | 1.31% | 13 |
|
|
2016
Q4 | $6.17M | Buy |
145,085
+19,543
| +16% | +$831K | 1.23% | 15 |
|
|
2016
Q3 | $5.1M | Buy |
125,542
+956
| +0.8% | +$38.8K | 1.15% | 20 |
|
|
2016
Q2 | $5.38M | Sell |
124,586
-1,650
| -1% | -$71.3K | 1.33% | 14 |
|
|
2016
Q1 | $4.95M | Buy |
126,236
+2,463
| +2% | +$96.5K | 1.26% | 14 |
|
|
2015
Q4 | $4.26M | Sell |
123,773
-28,772
| -19% | -$990K | 1.05% | 27 |
|
|
2015
Q3 | $4.97M | Sell |
152,545
-7,272
| -5% | -$237K | 1.24% | 18 |
|
|
2015
Q2 | $5.68M | Buy |
159,817
+3,807
| +2% | +$135K | 1.26% | 20 |
|
|
2015
Q1 | $5.09M | Buy |
+156,010
| New | +$5.09M | 1.15% | 36 |
|
|
2014
Q3 | $4.68M | Buy |
132,883
+6,967
| +6% | +$246K | 1.1% | 30 |
|
|
2014
Q2 | $4.45M | Buy |
125,916
+2,893
| +2% | +$102K | 1.05% | 34 |
|
|
2014
Q1 | $4.31M | Buy |
123,023
+22,562
| +22% | +$791K | 1.07% | 32 |
|
|
2013
Q4 | $3.53M | Buy |
100,461
+14,538
| +17% | +$511K | 0.89% | 41 |
|
|
2013
Q3 | $2.91M | Buy |
85,923
+3,322
| +4% | +$112K | 0.82% | 42 |
|
|
2013
Q2 | $2.92M | Buy |
+82,601
| New | +$2.92M | 0.93% | 32 |
|