Sugarloaf 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $582K | Buy |
25,570
+195
| +0.8% | +$4.44K | 0.11% | 82 |
|
|
2024
Q3 | $558K | Sell |
25,375
-925
| -4% | -$20.4K | 0.11% | 84 |
|
|
2024
Q2 | $503K | Buy |
26,300
+9,994
| +61% | +$191K | 0.1% | 82 |
|
|
2024
Q1 | $287K | Sell |
16,306
-2,858
| -15% | -$50.3K | 0.06% | 117 |
|
|
2023
Q4 | $322K | Sell |
19,164
-1,923
| -9% | -$32.3K | 0.08% | 101 |
|
|
2023
Q3 | $317K | Sell |
21,087
-1,261
| -6% | -$18.9K | 0.08% | 97 |
|
|
2023
Q2 | $356K | Sell |
22,348
-1,928
| -8% | -$30.8K | 0.08% | 93 |
|
|
2023
Q1 | $467K | Sell |
24,276
-2,625
| -10% | -$50.5K | 0.11% | 82 |
|
|
2022
Q4 | $495K | Sell |
26,901
-6,954
| -21% | -$128K | 0.12% | 75 |
|
|
2022
Q3 | $520K | Buy |
33,855
+3,714
| +12% | +$57K | 0.13% | 75 |
|
|
2022
Q2 | $632K | Sell |
30,141
-9,342
| -24% | -$196K | 0.16% | 61 |
|
|
2022
Q1 | $705K | Sell |
39,483
-2,962
| -7% | -$52.9K | 0.17% | 56 |
|
|
2021
Q4 | $789K | Buy |
42,445
+127
| +0.3% | +$2.36K | 0.19% | 54 |
|
|
2021
Q3 | $863K | Sell |
42,318
-253
| -0.6% | -$5.16K | 0.23% | 48 |
|
|
2021
Q2 | $925K | Buy |
42,571
+623
| +1% | +$13.5K | 0.25% | 48 |
|
|
2021
Q1 | $959 | Buy |
41,948
+2,351
| +6% | +$54 | 0.29% | 45 |
|
|
2020
Q4 | $860K | Sell |
39,597
-552
| -1% | -$12K | 0.29% | 48 |
|
|
2020
Q3 | $856K | Sell |
40,149
-2,978
| -7% | -$63.5K | 0.31% | 49 |
|
|
2020
Q2 | $985K | Buy |
43,127
+997
| +2% | +$22.8K | 0.38% | 43 |
|
|
2020
Q1 | $928K | Sell |
42,130
-6,106
| -13% | -$134K | 0.42% | 39 |
|
|
2019
Q4 | $1.42M | Buy |
+48,236
| New | +$1.42M | 0.61% | 26 |
|