Stockman Wealth Management’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
$221K Sell
7,646
-400
-5% -$11.6K 0.03% 162
2025
Q1
$228K Buy
+8,046
New +$228K 0.03% 151
2024
Q1
Sell
-11,019
Closed -$185K 185
2023
Q4
$185K Sell
11,019
-3,943
-26% -$66.2K 0.04% 167
2023
Q3
$225K Sell
14,962
-423,835
-97% -$6.37M 0.05% 164
2023
Q2
$7M Buy
438,797
+30,319
+7% +$484K 1.5% 26
2023
Q1
$7.86M Buy
408,478
+10,310
+3% +$198K 1.76% 17
2022
Q4
$7.33M Sell
398,168
-14,978
-4% -$276K 1.68% 25
2022
Q3
$6.34M Buy
413,146
+69,974
+20% +$1.07M 1.71% 25
2022
Q2
$7.19M Sell
343,172
-78,371
-19% -$1.64M 1.83% 19
2022
Q1
$7.52M Buy
421,543
+36,593
+10% +$653K 1.56% 21
2021
Q4
$7.15M Buy
384,950
+21,634
+6% +$402K 1.46% 22
2021
Q3
$7.41M Buy
363,316
+35,764
+11% +$730K 1.65% 16
2021
Q2
$7.12M Buy
327,552
+15,877
+5% +$345K 1.7% 15
2021
Q1
$7.13M Buy
311,675
+31,863
+11% +$729K 1.98% 10
2020
Q4
$6.08M Buy
279,812
+12,315
+5% +$268K 1.86% 13
2020
Q3
$5.76M Buy
267,497
+11,012
+4% +$237K 2.1% 9
2020
Q2
$5.86M Buy
256,485
+17,163
+7% +$392K 2.19% 8
2020
Q1
$5.27M Buy
239,322
+2,767
+1% +$60.9K 2.34% 9
2019
Q4
$6.98M Sell
236,555
-3,726
-2% -$110K 2.48% 8
2019
Q3
$6.87M Buy
240,281
+3,956
+2% +$113K 2.63% 7
2019
Q2
$5.98M Sell
236,325
-4,275
-2% -$108K 2.44% 7
2019
Q1
$5.7M Buy
240,600
+2,224
+0.9% +$52.7K 2.49% 9
2018
Q4
$5.14M Buy
238,376
+4,940
+2% +$106K 2.45% 9
2018
Q3
$5.92M Buy
233,436
+12,500
+6% +$317K 2.55% 10
2018
Q2
$5.36M Buy
220,936
+44,837
+25% +$1.09M 2.45% 9
2018
Q1
$4.74M Buy
176,099
+8,209
+5% +$221K 2.17% 12
2017
Q4
$4.93M Buy
167,890
+1,499
+0.9% +$44K 2.21% 11
2017
Q3
$4.92M Buy
166,391
+109,778
+194% +$3.25M 2.35% 9
2017
Q2
$1.61M Sell
56,613
-69,878
-55% -$1.99M 1.61% 21
2017
Q1
$3.97M Buy
126,491
+5,456
+5% +$171K 2.26% 11
2016
Q4
$3.89M Buy
121,035
+2,456
+2% +$78.9K 2.36% 9
2016
Q3
$3.64M Buy
118,579
+17,812
+18% +$546K 2.25% 12
2016
Q2
$3.29M Sell
100,767
-3,697
-4% -$121K 2.57% 11
2016
Q1
$3.09M Buy
104,464
+3,194
+3% +$94.5K 2.45% 13
2015
Q4
$2.63M Buy
101,270
+5,058
+5% +$131K 2.13% 15
2015
Q3
$2.37M Buy
96,212
+10,279
+12% +$253K 2.04% 15
2015
Q2
$2.31M Sell
85,933
-1,944
-2% -$52.1K 1.96% 16
2015
Q1
$2.17M Buy
87,877
+5,503
+7% +$136K 1.85% 16
2014
Q4
$2.09M Buy
+82,374
New +$2.09M 1.79% 16