Summit Financial Group’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $664K | Sell |
37,745
-4,017
| -10% | -$70.7K | 0.24% | 106 |
|
|
2023
Q4 | $701K | Sell |
41,762
-2,181
| -5% | -$36.6K | 0.27% | 100 |
|
|
2023
Q3 | $660K | Sell |
43,943
-2,835
| -6% | -$42.6K | 0.28% | 96 |
|
|
2023
Q2 | $746K | Sell |
46,778
-1,546
| -3% | -$24.7K | 0.29% | 97 |
|
|
2023
Q1 | $930K | Sell |
48,324
-100
| -0.2% | -$1.93K | 0.35% | 81 |
|
|
2022
Q4 | $892K | Sell |
48,424
-4,330
| -8% | -$79.8K | 0.35% | 86 |
|
|
2022
Q3 | $810K | Sell |
52,754
-60
| -0.1% | -$921 | 0.34% | 87 |
|
|
2022
Q2 | $1.11M | Sell |
52,814
-17,684
| -25% | -$371K | 0.43% | 68 |
|
|
2022
Q1 | $1.26M | Sell |
70,498
-2,913
| -4% | -$52K | 0.43% | 67 |
|
|
2021
Q4 | $1.36M | Buy |
73,411
+1,391
| +2% | +$25.8K | 0.44% | 64 |
|
|
2021
Q3 | $1.47M | Buy |
72,020
+993
| +1% | +$20.3K | 0.53% | 55 |
|
|
2021
Q2 | $1.54M | Sell |
71,027
-653
| -0.9% | -$14.2K | 0.58% | 48 |
|
|
2021
Q1 | $1.64M | Buy |
71,680
+1,754
| +3% | +$40.1K | 0.68% | 42 |
|
|
2020
Q4 | $1.52M | Buy |
69,926
+1,157
| +2% | +$25.1K | 0.66% | 46 |
|
|
2020
Q3 | $1.48M | Sell |
68,769
-1,645
| -2% | -$35.4K | 0.73% | 38 |
|
|
2020
Q2 | $1.61M | Sell |
70,414
-203
| -0.3% | -$4.64K | 0.84% | 34 |
|
|
2020
Q1 | $1.56M | Hold |
70,617
| – | – | 0.93% | 31 |
|
|
2019
Q4 | $2.09M | Buy |
70,617
+385
| +0.5% | +$11.4K | 1% | 28 |
|
|
2019
Q3 | $2.01M | Sell |
70,232
-7,051
| -9% | -$201K | 1.02% | 26 |
|
|
2019
Q2 | $1.96M | Sell |
77,283
-3,015
| -4% | -$76.3K | 0.88% | 32 |
|
|
2019
Q1 | $1.9M | Sell |
80,298
-4,817
| -6% | -$114K | 1.49% | 20 |
|
|
2018
Q4 | $1.84M | Buy |
85,115
+100
| +0.1% | +$2.16K | 1.56% | 19 |
|
|
2018
Q3 | $2.16M | Sell |
85,015
-629
| -0.7% | -$16K | 1.61% | 14 |
|
|
2018
Q2 | $2.08M | Sell |
85,644
-261
| -0.3% | -$6.33K | 1.62% | 16 |
|
|
2018
Q1 | $2.31M | Buy |
85,905
+6,871
| +9% | +$185K | 1.81% | 12 |
|
|
2017
Q4 | $2.32M | Sell |
79,034
-2,759
| -3% | -$81K | 1.9% | 13 |
|
|
2017
Q3 | $2.42M | Buy |
81,793
+833
| +1% | +$24.6K | 2.01% | 13 |
|
|
2017
Q2 | $2.31M | Buy |
+80,960
| New | +$2.31M | 2% | 12 |
|