Summit Financial Strategies’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $244K | Sell |
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|
2025
Q2 | $252K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $223K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $313K | Buy |
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|
2021
Q2 | $329K | Sell |
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|
2021
Q1 | $348K | Buy |
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|
2020
Q4 | $255K | Buy |
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|
2020
Q3 | $229K | Sell |
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|
2020
Q2 | $287K | Buy |
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|
2020
Q1 | $236K | Sell |
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|
2019
Q4 | $376K | Sell |
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|
2019
Q3 | $402K | Sell |
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|
2019
Q2 | $359K | Sell |
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|
2019
Q1 | $386K | Buy |
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|
2018
Q4 | $320K | Sell |
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|
2018
Q3 | $378K | Buy |
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|
2018
Q2 | $332K | Sell |
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|
2018
Q1 | $407K | Buy |
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|
2017
Q4 | $442K | Sell |
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|
2017
Q3 | $488K | Buy |
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|
2017
Q2 | $469K | Buy |
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|
2017
Q1 | $473K | Sell |
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|
2016
Q4 | $539K | Buy |
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|
2016
Q3 | $482K | Sell |
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|
2016
Q2 | $520K | Buy |
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|
2016
Q1 | $432K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $408K | Buy |
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|
2015
Q2 | $435K | Sell |
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|
2015
Q1 | $404K | Buy |
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|
2014
Q4 | $409K | Buy |
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