SFS
Summit Financial Strategies’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $252K | Buy |
+8,701
| New | +$252K | 0.02% | 129 |
|
|
2022
Q2 | – | Sell |
-9,422
| Closed | -$223K | – | 128 |
|
|
2022
Q1 | $223K | Buy |
+9,422
| New | +$223K | 0.04% | 107 |
|
|
2021
Q4 | – | Sell |
-11,580
| Closed | -$313K | – | 131 |
|
|
2021
Q3 | $313K | Buy |
11,580
+141
| +1% | +$3.81K | 0.06% | 86 |
|
|
2021
Q2 | $329K | Sell |
11,439
-71
| -0.6% | -$2.04K | 0.07% | 83 |
|
|
2021
Q1 | $348K | Buy |
11,510
+2,637
| +30% | +$79.7K | 0.12% | 49 |
|
|
2020
Q4 | $255K | Buy |
8,873
+841
| +10% | +$24.2K | 0.09% | 72 |
|
|
2020
Q3 | $229K | Sell |
8,032
-1,475
| -16% | -$42.1K | 0.09% | 68 |
|
|
2020
Q2 | $287K | Buy |
9,507
+1,396
| +17% | +$42.1K | 0.13% | 61 |
|
|
2020
Q1 | $236K | Sell |
8,111
-1,511
| -16% | -$44K | 0.13% | 52 |
|
|
2019
Q4 | $376K | Sell |
9,622
-1,000
| -9% | -$39.1K | 0.18% | 36 |
|
|
2019
Q3 | $402K | Sell |
10,622
-86
| -0.8% | -$3.26K | 0.19% | 33 |
|
|
2019
Q2 | $359K | Sell |
10,708
-1,611
| -13% | -$54K | 0.17% | 32 |
|
|
2019
Q1 | $386K | Buy |
12,319
+1,097
| +10% | +$34.4K | 0.2% | 30 |
|
|
2018
Q4 | $320K | Sell |
11,222
-25
| -0.2% | -$713 | 0.18% | 37 |
|
|
2018
Q3 | $378K | Buy |
11,247
+895
| +9% | +$30.1K | 0.17% | 31 |
|
|
2018
Q2 | $332K | Sell |
10,352
-1,078
| -9% | -$34.6K | 0.16% | 31 |
|
|
2018
Q1 | $407K | Buy |
11,430
+63
| +0.6% | +$2.24K | 0.21% | 26 |
|
|
2017
Q4 | $442K | Sell |
11,367
-1,085
| -9% | -$42.2K | 0.23% | 24 |
|
|
2017
Q3 | $488K | Buy |
12,452
+30
| +0.2% | +$1.18K | 0.28% | 23 |
|
|
2017
Q2 | $469K | Buy |
12,422
+1,031
| +9% | +$38.9K | 0.28% | 25 |
|
|
2017
Q1 | $473K | Sell |
11,391
-1,282
| -10% | -$53.2K | 0.35% | 22 |
|
|
2016
Q4 | $539K | Buy |
12,673
+797
| +7% | +$33.9K | 0.37% | 19 |
|
|
2016
Q3 | $482K | Sell |
11,876
-162
| -1% | -$6.58K | 0.34% | 22 |
|
|
2016
Q2 | $520K | Buy |
12,038
+1,000
| +9% | +$43.2K | 0.39% | 19 |
|
|
2016
Q1 | $432K | Buy |
+11,038
| New | +$432K | 0.32% | 24 |
|
|
2015
Q4 | – | Sell |
-12,524
| Closed | -$408K | – | 49 |
|
|
2015
Q3 | $408K | Buy |
12,524
+265
| +2% | +$8.63K | 0.34% | 26 |
|
|
2015
Q2 | $435K | Sell |
12,259
-108
| -0.9% | -$3.83K | 0.34% | 27 |
|
|
2015
Q1 | $404K | Buy |
12,367
+181
| +1% | +$5.91K | 0.33% | 24 |
|
|
2014
Q4 | $409K | Buy |
+12,186
| New | +$409K | 0.33% | 26 |
|