Strategic Wealth Partners’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 | $619K | Buy |
+21,381
| New | +$619K | 0.05% | 189 |
|
|
2024
Q4 | $621K | Sell |
24,215
-17,039
| -41% | -$437K | 0.05% | 183 |
|
|
2024
Q3 | $908K | Sell |
41,254
-13,169
| -24% | -$290K | 0.09% | 154 |
|
|
2024
Q2 | $1.04M | Buy |
+54,423
| New | +$1.04M | 0.11% | 134 |
|
|
2023
Q4 | – | Sell |
-61,835
| Closed | -$929K | – | 300 |
|
|
2023
Q3 | $929K | Sell |
61,835
-23,983
| -28% | -$360K | 0.12% | 160 |
|
|
2023
Q2 | $1.37M | Buy |
85,818
+6,492
| +8% | +$104K | 0.18% | 134 |
|
|
2023
Q1 | $1.53M | Buy |
79,326
+3,398
| +4% | +$65.4K | 0.23% | 108 |
|
|
2022
Q4 | $1.4M | Sell |
75,928
-20,379
| -21% | -$375K | 0.26% | 102 |
|
|
2022
Q3 | $1.48M | Sell |
96,307
-948
| -1% | -$14.5K | 0.31% | 103 |
|
|
2022
Q2 | $2.04M | Sell |
97,255
-30,446
| -24% | -$638K | 0.44% | 83 |
|
|
2022
Q1 | $2.28M | Sell |
127,701
-12,850
| -9% | -$229K | 0.44% | 78 |
|
|
2021
Q4 | $2.61M | Buy |
+140,551
| New | +$2.61M | 0.49% | 65 |
|
|
2020
Q2 | – | Sell |
-10,141
| Closed | -$299K | – | 163 |
|
|
2020
Q1 | $299K | Hold |
10,141
| – | – | 0.16% | 111 |
|
|
2019
Q4 | $299K | Sell |
10,141
-1,407
| -12% | -$41.5K | 0.16% | 111 |
|
|
2019
Q3 | $29.4K | Buy |
11,548
+1,079
| +10% | +$2.74K | 0.15% | 105 |
|
|
2019
Q2 | $265K | Buy |
10,469
+58
| +0.6% | +$1.47K | 0.13% | 120 |
|
|
2019
Q1 | $251K | Buy |
10,411
+69
| +0.7% | +$1.66K | 0.12% | 127 |
|
|
2018
Q4 | $258K | Sell |
10,342
-374
| -3% | -$9.33K | 0.13% | 114 |
|
|
2018
Q3 | $272K | Sell |
10,716
-2,108
| -16% | -$53.5K | 0.15% | 116 |
|
|
2018
Q2 | $311K | Buy |
12,824
+3,776
| +42% | +$91.6K | 0.18% | 114 |
|
|
2018
Q1 | $244K | Sell |
9,048
-943
| -9% | -$25.4K | 0.13% | 139 |
|
|
2017
Q4 | $257K | Buy |
+9,991
| New | +$257K | 0.14% | 135 |
|