Summit Financial Wealth Advisors’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 | $13.2M | Buy |
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|
2025
Q2 | $13.8M | Sell |
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|
2025
Q1 | $14M | Sell |
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|
2024
Q4 | $12.2M | Buy |
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|
2024
Q3 | $10.9M | Buy |
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|
2024
Q2 | $9.3M | Sell |
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|
2024
Q1 | $8.92M | Buy |
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|
2023
Q4 | $4.73M | Buy |
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|
2023
Q3 | $4.02M | Buy |
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|
2023
Q2 | $3.96M | Sell |
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|
2023
Q1 | $4.98M | Buy |
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|
2022
Q4 | $4.58M | Buy |
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|
2022
Q3 | $3.94M | Buy |
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|
2022
Q2 | $3.67M | Sell |
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|
2022
Q1 | $4.69M | Buy |
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|
2021
Q4 | $4.63M | Sell |
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|
2021
Q3 | $7.79M | Buy |
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|
2021
Q2 | $7.86M | Buy |
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|
2021
Q1 | $7.45M | Buy |
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|
2020
Q4 | $7.33M | Sell |
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|
2020
Q3 | $7.41M | Sell |
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|
2020
Q2 | $8.28M | Buy |
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|
2020
Q1 | $7.87M | Sell |
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|
2019
Q4 | $10.6M | Sell |
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|
2019
Q3 | $11.2M | Buy |
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|
2019
Q2 | $9.74M | Buy |
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|
2019
Q1 | $8.17M | Buy |
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|
2018
Q4 | $4.55M | Sell |
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|
2018
Q3 | $5.3M | Buy |
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|
2018
Q2 | $4.56M | Sell |
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|
2018
Q1 | $4.65M | Buy |
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|
2017
Q4 | $4.83M | Sell |
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|
2017
Q3 | $5.09M | Sell |
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|
2017
Q2 | $5.38M | Sell |
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|
2017
Q1 | $5.99M | Sell |
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|
2016
Q4 | $6.41M | Sell |
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|
2016
Q3 | $6.44M | Sell |
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|
2016
Q2 | $7.53M | Sell |
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|
2016
Q1 | $6.97M | Buy |
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|
2015
Q4 | $5.94M | Buy |
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|
2015
Q3 | $4.21M | Buy |
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|
2015
Q2 | $4.57M | Sell |
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|
2015
Q1 | $4.41M | Sell |
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|
2014
Q4 | $4.41M | Buy |
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