SFWA
Summit Financial Wealth Advisors’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $14M | Sell |
493,873
-9,220
| -2% | -$261K | 2.77% | 11 |
|
|
2024
Q4 | $12.2M | Buy |
503,093
+6,570
| +1% | +$159K | 2.39% | 12 |
|
|
2024
Q3 | $10.9M | Buy |
496,523
+10,084
| +2% | +$222K | 2.05% | 15 |
|
|
2024
Q2 | $9.3M | Sell |
486,439
-20,599
| -4% | -$394K | 1.88% | 16 |
|
|
2024
Q1 | $8.92M | Buy |
507,038
+225,272
| +80% | +$3.96M | 1.81% | 17 |
|
|
2023
Q4 | $4.73M | Buy |
281,766
+27,913
| +11% | +$468K | 1.07% | 26 |
|
|
2023
Q3 | $4.02M | Buy |
253,853
+5,735
| +2% | +$90.8K | 0.99% | 27 |
|
|
2023
Q2 | $3.96M | Sell |
248,118
-10,439
| -4% | -$167K | 0.91% | 28 |
|
|
2023
Q1 | $4.98M | Buy |
258,557
+10,022
| +4% | +$193K | 1.18% | 26 |
|
|
2022
Q4 | $4.58M | Buy |
248,535
+30,030
| +14% | +$553K | 1.1% | 29 |
|
|
2022
Q3 | $3.94M | Buy |
218,505
+20,583
| +10% | +$371K | 1.13% | 26 |
|
|
2022
Q2 | $3.67M | Sell |
197,922
-690
| -0.3% | -$12.8K | 0.88% | 30 |
|
|
2022
Q1 | $4.69M | Buy |
198,612
+18,243
| +10% | +$431K | 0.95% | 31 |
|
|
2021
Q4 | $4.63M | Sell |
180,369
-107,962
| -37% | -$2.77M | 0.9% | 31 |
|
|
2021
Q3 | $7.79M | Buy |
288,331
+15,162
| +6% | +$410K | 1.77% | 18 |
|
|
2021
Q2 | $7.86M | Buy |
273,169
+14,063
| +5% | +$405K | 1.78% | 19 |
|
|
2021
Q1 | $7.45M | Buy |
259,106
+2,054
| +0.8% | +$59.1K | 1.9% | 16 |
|
|
2020
Q4 | $7.33M | Sell |
257,052
-13,785
| -5% | -$393K | 2% | 11 |
|
|
2020
Q3 | $7.41M | Sell |
270,837
-1,059
| -0.4% | -$29K | 1.98% | 12 |
|
|
2020
Q2 | $8.28M | Buy |
271,896
+4,584
| +2% | +$140K | 2.21% | 10 |
|
|
2020
Q1 | $7.87M | Sell |
267,312
-10,401
| -4% | -$306K | 2.48% | 8 |
|
|
2019
Q4 | $10.6M | Sell |
277,713
-19,352
| -7% | -$740K | 2.58% | 9 |
|
|
2019
Q3 | $11.2M | Buy |
297,065
+6,388
| +2% | +$240K | 2.74% | 9 |
|
|
2019
Q2 | $9.74M | Buy |
290,677
+34,439
| +13% | +$1.15M | 2.38% | 9 |
|
|
2019
Q1 | $8.17M | Buy |
256,238
+96,770
| +61% | +$3.08M | 2.16% | 10 |
|
|
2018
Q4 | $4.55M | Sell |
159,468
-4,244
| -3% | -$121K | 1.48% | 18 |
|
|
2018
Q3 | $5.3M | Buy |
163,712
+35,788
| +28% | +$1.16M | 1.58% | 17 |
|
|
2018
Q2 | $4.56M | Sell |
127,924
-2,490
| -2% | -$88.8K | 1.52% | 16 |
|
|
2018
Q1 | $4.65M | Buy |
130,414
+6,063
| +5% | +$216K | 1.53% | 16 |
|
|
2017
Q4 | $4.84M | Sell |
124,351
-5,601
| -4% | -$218K | 1.66% | 11 |
|
|
2017
Q3 | $5.09M | Sell |
129,952
-12,702
| -9% | -$498K | 1.85% | 10 |
|
|
2017
Q2 | $5.38M | Sell |
142,654
-1,452
| -1% | -$54.8K | 2.13% | 6 |
|
|
2017
Q1 | $5.99M | Sell |
144,106
-6,622
| -4% | -$275K | 2.62% | 5 |
|
|
2016
Q4 | $6.41M | Sell |
150,728
-7,942
| -5% | -$338K | 2.82% | 5 |
|
|
2016
Q3 | $6.44M | Sell |
158,670
-15,673
| -9% | -$637K | 2.79% | 5 |
|
|
2016
Q2 | $7.53M | Sell |
174,343
-3,684
| -2% | -$159K | 3.15% | 3 |
|
|
2016
Q1 | $6.97M | Buy |
178,027
+5,385
| +3% | +$211K | 3.05% | 5 |
|
|
2015
Q4 | $5.94M | Buy |
172,642
+43,437
| +34% | +$1.49M | 2.72% | 7 |
|
|
2015
Q3 | $4.21M | Buy |
129,205
+682
| +0.5% | +$22.2K | 2.72% | 11 |
|
|
2015
Q2 | $4.57M | Sell |
128,523
-1,490
| -1% | -$52.9K | 2.83% | 9 |
|
|
2015
Q1 | $4.41M | Sell |
130,013
-1,330
| -1% | -$45.1K | 2.98% | 8 |
|
|
2014
Q4 | $4.41M | Buy |
+131,343
| New | +$4.41M | 3.06% | 11 |
|