Steward Partners Investment Advisory’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
$34M Buy
1,176,138
+242
+0% +$7K 0.27% 72
2025
Q1
$33.3M Buy
1,175,896
+12,559
+1% +$355K 0.29% 68
2024
Q4
$26.5M Buy
1,163,337
+193,406
+20% +$4.4M 0.24% 89
2024
Q3
$21.3M Buy
969,931
+62,005
+7% +$1.36M 0.2% 109
2024
Q2
$17.4M Buy
907,926
+31,713
+4% +$606K 0.18% 111
2024
Q1
$15.4M Buy
876,213
+40,852
+5% +$719K 0.17% 123
2023
Q4
$14M Buy
835,361
+197,234
+31% +$3.31M 0.19% 117
2023
Q3
$9.58M Buy
638,127
+59,205
+10% +$889K 0.15% 149
2023
Q2
$9.23M Sell
578,922
-128,847
-18% -$2.06M 0.14% 159
2023
Q1
$13.6M Buy
707,769
+39,949
+6% +$769K 0.22% 103
2022
Q4
$12.3M Buy
667,820
+32,780
+5% +$603K 0.21% 119
2022
Q3
$9.74M Buy
635,040
+48,086
+8% +$738K 0.18% 128
2022
Q2
$12.3M Buy
586,954
+11,361
+2% +$238K 0.23% 109
2022
Q1
$10.3M Buy
575,593
+16,570
+3% +$296K 0.16% 148
2021
Q4
$10.4M Sell
559,023
-23,443
-4% -$436K 0.16% 143
2021
Q3
$11.9M Sell
582,466
-731
-0.1% -$14.9K 0.2% 119
2021
Q2
$12.7M Sell
583,197
-178,423
-23% -$3.88M 0.21% 104
2021
Q1
$17.4M Buy
761,620
+195,182
+34% +$4.46M 0.31% 73
2020
Q4
$12.3M Sell
566,438
-72,458
-11% -$1.57M 0.27% 93
2020
Q3
$13.8M Sell
638,896
-307,873
-33% -$6.63M 0.35% 66
2020
Q2
$21.6M Buy
946,769
+28,232
+3% +$645K 0.62% 29
2020
Q1
$20.2M Buy
918,537
+129,669
+16% +$2.85M 0.74% 23
2019
Q4
$23.3M Buy
788,868
+66,242
+9% +$1.96M 0.69% 28
2019
Q3
$20.7M Buy
722,626
+7,028
+1% +$201K 0.7% 28
2019
Q2
$18.1M Buy
715,598
+241,613
+51% +$6.11M 0.66% 35
2019
Q1
$11.2M Buy
473,985
+4,356
+0.9% +$103K 0.48% 50
2018
Q4
$10.1M Buy
469,629
+64,338
+16% +$1.39M 0.49% 50
2018
Q3
$10.3M Sell
405,291
-161,807
-29% -$4.1M 0.49% 44
2018
Q2
$13.8M Buy
567,098
+207,122
+58% +$5.02M 0.82% 17
2018
Q1
$9.69M Buy
359,976
+23,254
+7% +$626K 0.66% 24
2017
Q4
$9.89M Buy
336,722
+95,371
+40% +$2.8M 0.76% 24
2017
Q3
$7.14M Buy
241,351
+8,924
+4% +$264K 0.73% 28
2017
Q2
$6.62M Buy
232,427
+40,125
+21% +$1.14M 0.74% 30
2017
Q1
$6.03M Buy
192,302
+71,698
+59% +$2.25M 0.91% 26
2016
Q4
$3.87M Buy
+120,604
New +$3.87M 1.77% 13