Stifel Trust’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $814K | Buy |
30,562
+2,442
| +9% | +$65K | 0.16% | 126 |
|
|
2014
Q2 | $752K | Sell |
28,120
-264
| -0.9% | -$7.06K | 0.14% | 127 |
|
|
2014
Q1 | $752K | Sell |
28,384
-1,192
| -4% | -$31.6K | 0.14% | 125 |
|
|
2013
Q4 | $786K | Sell |
29,576
-598
| -2% | -$15.9K | 0.15% | 126 |
|
|
2013
Q3 | $771K | Sell |
30,174
-6,126
| -17% | -$157K | 0.15% | 122 |
|
|
2013
Q2 | $971K | Buy |
+36,300
| New | +$971K | 0.2% | 109 |
|