SFPIA
Stevens First Principles Investment Advisors’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $4.95M | Buy |
195,459
+86
| +0% | +$2.18K | 2.87% | 12 |
|
|
2019
Q1 | $4.63M | Buy |
195,373
+12,746
| +7% | +$302K | 2.76% | 12 |
|
|
2018
Q4 | $3.94M | Sell |
182,627
-47,489
| -21% | -$1.02M | 2.66% | 12 |
|
|
2018
Q3 | $5.84M | Buy |
230,116
+221,793
| +2,665% | +$5.62M | 3.35% | 8 |
|
|
2018
Q2 | $202K | Buy |
8,323
+2,319
| +39% | +$56.3K | 0.12% | 61 |
|
|
2018
Q1 | $162K | Hold |
6,004
| – | – | 0.1% | 72 |
|
|
2017
Q4 | $176K | Hold |
6,004
| – | – | 0.09% | 79 |
|
|
2017
Q3 | $178K | Buy |
6,004
+5,171
| +621% | +$153K | 0.1% | 80 |
|
|
2017
Q2 | $24K | Buy |
833
+265
| +47% | +$7.64K | 0.01% | 125 |
|
|
2017
Q1 | $18K | Buy |
+568
| New | +$18K | 0.01% | 126 |
|
|
2016
Q1 | – | Sell |
-6,620
| Closed | -$172K | – | 178 |
|
|
2015
Q4 | $172K | Hold |
6,620
| – | – | 0.15% | 61 |
|
|
2015
Q3 | $163K | Buy |
+6,620
| New | +$163K | 0.13% | 70 |
|
|
2015
Q1 | – | Sell |
-444
| Closed | -$11K | – | 224 |
|
|
2014
Q4 | $11K | Hold |
444
| – | – | 0.01% | 184 |
|
|
2014
Q3 | $12K | Hold |
444
| – | – | 0.01% | 195 |
|
|
2014
Q2 | $12K | Hold |
444
| – | – | 0.01% | 181 |
|
|
2014
Q1 | $12K | Buy |
+444
| New | +$12K | 0.01% | 171 |
|