Summit Global Investments’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $998K | Sell |
34,432
-978
| -3% | -$26.1K | 0.06% | 192 |
|
|
2025
Q4 | $880K | Buy |
+35,410
| New | +$896K | 0.05% | 223 |
|
|
2025
Q3 | – | Sell |
-8,322
| Closed | -$241K | – | 548 |
|
|
2025
Q2 | $241K | Sell |
8,322
-44,129
| -84% | -$1.22M | 0.01% | 420 |
|
|
2025
Q1 | $1.48M | Sell |
52,451
-97,272
| -65% | -$2.45M | 0.11% | 114 |
|
|
2024
Q4 | $3.41M | Buy |
+149,723
| New | +$3.37M | 0.21% | 97 |
|
|
2024
Q1 | – | Sell |
-30,657
| Closed | -$514K | – | 599 |
|
|
2023
Q4 | $514K | Sell |
30,657
-10,615
| -26% | -$168K | 0.03% | 334 |
|
|
2023
Q3 | $620K | Sell |
41,272
-77,454
| -65% | -$1.14M | 0.04% | 303 |
|
|
2023
Q2 | $1.89M | Sell |
118,726
-98,333
| -45% | -$1.67M | 0.13% | 142 |
|
|
2023
Q1 | $4.18M | Buy |
217,059
+32,862
| +18% | +$628K | 0.32% | 82 |
|
|
2022
Q4 | $3.39M | Buy |
184,197
+63,411
| +52% | +$1.14M | 0.29% | 100 |
|
|
2022
Q3 | $1.85M | Buy |
120,786
+4,454
| +4% | +$81K | 0.17% | 131 |
|
|
2022
Q2 | $2.44M | Buy |
116,332
+21,515
| +23% | +$429K | 0.21% | 107 |
|
|
2022
Q1 | $1.69M | Buy |
94,817
+16,980
| +22% | +$314K | 0.12% | 167 |
|
|
2021
Q4 | $1.45M | Buy |
77,837
+956
| +1% | +$17.9K | 0.09% | 187 |
|
|
2021
Q3 | $1.57M | Buy |
+76,881
| New | +$1.62M | 0.12% | 152 |
|
|
2020
Q3 | – | Sell |
-114,016
| Closed | -$2.6M | – | 267 |
|
|
2020
Q2 | $2.6M | Buy |
114,016
+87,118
| +324% | +$1.98M | 0.3% | 59 |
|
|
2020
Q1 | $592K | Buy |
+26,898
| New | +$735K | 0.09% | 153 |
|
|
2018
Q4 | – | Sell |
-340,665
| Closed | -$8.64M | – | 303 |
|
|
2018
Q3 | $8.64M | Sell |
340,665
-1,899
| -0.6% | -$46.5K | 1.16% | 27 |
|
|
2018
Q2 | $8.31M | Sell |
342,564
-238,601
| -41% | -$5.99M | 1.25% | 22 |
|
|
2018
Q1 | $15.6M | Buy |
581,165
+152,593
| +36% | +$4.25M | 2.49% | 7 |
|
|
2017
Q4 | $12.6M | Sell |
428,572
-3,158
| -0.7% | -$86.2K | 1.95% | 11 |
|
|
2017
Q3 | $12.8M | Buy |
431,730
+229,376
| +113% | +$6.51M | 2% | 15 |
|
|
2017
Q2 | $5.77M | Sell |
202,354
-4,949
| -2% | -$146K | 1.73% | 14 |
|
|
2017
Q1 | $6.51M | Buy |
207,303
+15,921
| +8% | +$501K | 2.12% | 5 |
|
|
2016
Q4 | $6.15M | Buy |
+191,382
| New | +$5.65M | 2.23% | 1 |
|
Other funds holding T
VCM
VPM
