Strategic Investment Advisors’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 | $5.16M | Sell |
178,985
-10,540
| -6% | -$304K | 0.5% | 37 |
|
|
2025
Q1 | $5.36M | Buy |
189,525
+3,468
| +2% | +$98.1K | 0.57% | 38 |
|
|
2024
Q4 | $4.24M | Buy |
+186,057
| New | +$4.24M | 0.45% | 43 |
|
|
2021
Q2 | – | Sell |
-36,707
| Closed | -$839K | – | 209 |
|
|
2021
Q1 | $839K | Buy |
36,707
+1,884
| +5% | +$43.1K | 0.22% | 92 |
|
|
2020
Q4 | $756K | Buy |
34,823
+2,067
| +6% | +$44.9K | 0.22% | 92 |
|
|
2020
Q3 | $705K | Sell |
32,756
-4,369
| -12% | -$94K | 0.24% | 78 |
|
|
2020
Q2 | $848K | Buy |
37,125
+1,287
| +4% | +$29.4K | 0.32% | 64 |
|
|
2020
Q1 | $789K | Buy |
35,838
+12,513
| +54% | +$275K | 0.36% | 60 |
|
|
2019
Q4 | $688K | Buy |
23,325
+400
| +2% | +$11.8K | 0.28% | 68 |
|
|
2019
Q3 | $655K | Buy |
22,925
+1,350
| +6% | +$38.6K | 0.31% | 62 |
|
|
2019
Q2 | $546K | Sell |
21,575
-5,972
| -22% | -$151K | 0.3% | 62 |
|
|
2019
Q1 | $652K | Buy |
27,547
+3,436
| +14% | +$81.3K | 0.45% | 53 |
|
|
2018
Q4 | $520K | Buy |
+24,111
| New | +$520K | 0.47% | 54 |
|