Summit Asset 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 | $1.32M | Buy |
45,758
+903
| +2% | +$26.1K | 0.22% | 59 |
|
|
2025
Q1 | $1.27M | Buy |
44,855
+6,139
| +16% | +$174K | 0.22% | 58 |
|
|
2024
Q4 | $882K | Sell |
38,716
-4,295
| -10% | -$97.8K | 0.15% | 73 |
|
|
2024
Q3 | $946K | Sell |
43,011
-2,219
| -5% | -$48.8K | 0.18% | 66 |
|
|
2024
Q2 | $864K | Buy |
45,230
+2,048
| +5% | +$39.1K | 0.18% | 65 |
|
|
2024
Q1 | $760K | Sell |
43,182
-3,287
| -7% | -$57.9K | 0.16% | 64 |
|
|
2023
Q4 | $780K | Buy |
46,469
+876
| +2% | +$14.7K | 0.19% | 60 |
|
|
2023
Q3 | $685K | Buy |
45,593
+1,064
| +2% | +$16K | 0.19% | 61 |
|
|
2023
Q2 | $710K | Sell |
44,529
-2,197
| -5% | -$35K | 0.19% | 60 |
|
|
2023
Q1 | $899K | Buy |
46,726
+2,913
| +7% | +$56.1K | 0.25% | 52 |
|
|
2022
Q4 | $807K | Buy |
43,813
+5,500
| +14% | +$101K | 0.23% | 55 |
|
|
2022
Q3 | $588K | Sell |
38,313
-1,172
| -3% | -$18K | 0.19% | 67 |
|
|
2022
Q2 | $828K | Sell |
39,485
-11,476
| -23% | -$241K | 0.26% | 53 |
|
|
2022
Q1 | $910K | Buy |
50,961
+4,575
| +10% | +$81.7K | 0.26% | 54 |
|
|
2021
Q4 | $862K | Sell |
46,386
-4,768
| -9% | -$88.6K | 0.24% | 60 |
|
|
2021
Q3 | $1.04M | Buy |
51,154
+837
| +2% | +$17.1K | 0.33% | 42 |
|
|
2021
Q2 | $1.09M | Sell |
50,317
-243
| -0.5% | -$5.28K | 0.34% | 40 |
|
|
2021
Q1 | $1.16M | Buy |
50,560
+797
| +2% | +$18.2K | 0.39% | 36 |
|
|
2020
Q4 | $1.08M | Buy |
49,763
+584
| +1% | +$12.7K | 0.39% | 37 |
|
|
2020
Q3 | $1.06M | Buy |
49,179
+1,814
| +4% | +$39.1K | 0.44% | 33 |
|
|
2020
Q2 | $1.08M | Sell |
47,365
-1,341
| -3% | -$30.6K | 0.49% | 32 |
|
|
2020
Q1 | $1.07M | Buy |
48,706
+2,159
| +5% | +$47.5K | 0.58% | 25 |
|
|
2019
Q4 | $1.37M | Sell |
46,547
-169
| -0.4% | -$4.99K | 0.59% | 24 |
|
|
2019
Q3 | $1.34M | Sell |
46,716
-1,272
| -3% | -$36.4K | 0.62% | 24 |
|
|
2019
Q2 | $1.22M | Buy |
47,988
+2,000
| +4% | +$50.6K | 0.58% | 25 |
|
|
2019
Q1 | $1.09M | Sell |
45,988
-6,664
| -13% | -$158K | 0.54% | 29 |
|
|
2018
Q4 | $1.14M | Buy |
52,652
+1,035
| +2% | +$22.3K | 0.64% | 24 |
|
|
2018
Q3 | $1.31M | Sell |
51,617
-122
| -0.2% | -$3.09K | 0.61% | 25 |
|
|
2018
Q2 | $1.26M | Sell |
51,739
-2,769
| -5% | -$67.2K | 0.6% | 24 |
|
|
2018
Q1 | $1.47M | Buy |
54,508
+4,266
| +8% | +$115K | 0.7% | 25 |
|
|
2017
Q4 | $1.48M | Sell |
50,242
-5,317
| -10% | -$156K | 0.71% | 24 |
|
|
2017
Q3 | $1.64M | Buy |
55,559
+434
| +0.8% | +$12.8K | 0.82% | 23 |
|
|
2017
Q2 | $1.57M | Sell |
55,125
-1,645
| -3% | -$46.9K | 0.83% | 22 |
|
|
2017
Q1 | $1.78M | Buy |
56,770
+648
| +1% | +$20.3K | 1.03% | 17 |
|
|
2016
Q4 | $1.8M | Buy |
56,122
+399
| +0.7% | +$12.8K | 1.13% | 15 |
|
|
2016
Q3 | $1.71M | Buy |
55,723
+351
| +0.6% | +$10.8K | 1.05% | 17 |
|
|
2016
Q2 | $1.81M | Hold |
55,372
| – | – | 1.15% | 16 |
|
|
2016
Q1 | $1.64M | Sell |
55,372
-457
| -0.8% | -$13.5K | 1.07% | 17 |
|
|
2015
Q4 | $1.45M | Sell |
55,829
-110
| -0.2% | -$2.86K | 0.98% | 19 |
|
|
2015
Q3 | $1.38M | Buy |
55,939
+11,066
| +25% | +$272K | 0.99% | 21 |
|
|
2015
Q2 | $1.2M | Buy |
44,873
+1,484
| +3% | +$39.8K | 0.82% | 23 |
|
|
2015
Q1 | $1.07M | Buy |
43,389
+4,070
| +10% | +$100K | 0.75% | 21 |
|
|
2014
Q4 | $998K | Buy |
39,319
+1,470
| +4% | +$37.3K | 0.72% | 22 |
|
|
2014
Q3 | $1.01M | Buy |
37,849
+1,352
| +4% | +$36K | 0.77% | 20 |
|
|
2014
Q2 | $975K | Sell |
36,497
-146
| -0.4% | -$3.9K | 0.75% | 22 |
|
|
2014
Q1 | $971K | Buy |
36,643
+95
| +0.3% | +$2.52K | 0.78% | 19 |
|
|
2013
Q4 | $971K | Buy |
36,548
+1,204
| +3% | +$32K | 0.77% | 18 |
|
|
2013
Q3 | $903K | Sell |
35,344
-450
| -1% | -$11.5K | 0.8% | 18 |
|
|
2013
Q2 | $957K | Buy |
+35,794
| New | +$957K | 0.93% | 16 |
|