Summit Financial’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.85M | Buy |
340,306
+103,597
| +44% | +$3M | 0.22% | 82 |
|
|
2025
Q1 | $6.69M | Sell |
236,709
-10,003
| -4% | -$283K | 0.19% | 107 |
|
|
2024
Q4 | $5.62M | Buy |
246,712
+101,206
| +70% | +$2.3M | 0.2% | 101 |
|
|
2024
Q3 | $3.2M | Buy |
145,506
+36,399
| +33% | +$801K | 0.13% | 129 |
|
|
2024
Q2 | $2.09M | Buy |
109,107
+50,182
| +85% | +$959K | 0.1% | 153 |
|
|
2024
Q1 | $1.04M | Buy |
58,925
+4,678
| +9% | +$82.3K | 0.06% | 182 |
|
|
2023
Q4 | $910K | Sell |
54,247
-1,453
| -3% | -$24.4K | 0.06% | 180 |
|
|
2023
Q3 | $837K | Sell |
55,700
-1,848
| -3% | -$27.8K | 0.06% | 177 |
|
|
2023
Q2 | $918K | Buy |
57,548
+2,411
| +4% | +$38.5K | 0.07% | 163 |
|
|
2023
Q1 | $1.06M | Buy |
55,137
+269
| +0.5% | +$5.18K | 0.09% | 113 |
|
|
2022
Q4 | $1.01M | Sell |
54,868
-17,265
| -24% | -$318K | 0.1% | 110 |
|
|
2022
Q3 | $1.11M | Sell |
72,133
-32
| -0% | -$491 | 0.1% | 95 |
|
|
2022
Q2 | $1.51M | Sell |
72,165
-24,082
| -25% | -$505K | 0.14% | 70 |
|
|
2022
Q1 | $1.72M | Buy |
96,247
+11,459
| +14% | +$205K | 0.13% | 75 |
|
|
2021
Q4 | $1.58M | Sell |
84,788
-6,173
| -7% | -$115K | 0.12% | 74 |
|
|
2021
Q3 | $1.86M | Buy |
90,961
+70,497
| +344% | +$1.44M | 0.16% | 44 |
|
|
2021
Q2 | $445K | Buy |
+20,464
| New | +$445K | 0.04% | 93 |
|