SWA
Sutton Wealth Advisors’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $33.6K | Sell |
2,239
-1,694
| -43% | -$25.4K | 0.02% | 278 |
|
|
2023
Q2 | $62.7K | Sell |
3,933
-2,076
| -35% | -$33.1K | 0.03% | 202 |
|
|
2023
Q1 | $116K | Sell |
6,009
-1,665
| -22% | -$32.1K | 0.06% | 150 |
|
|
2022
Q4 | $141K | Buy |
7,674
+310
| +4% | +$5.71K | 0.05% | 210 |
|
|
2022
Q3 | $113K | Sell |
7,364
-898
| -11% | -$13.8K | 0.05% | 234 |
|
|
2022
Q2 | $173K | Buy |
8,262
+182
| +2% | +$3.82K | 0.07% | 182 |
|
|
2022
Q1 | $191K | Sell |
8,080
-3,034
| -27% | -$71.7K | 0.07% | 186 |
|
|
2021
Q4 | $273K | Buy |
11,114
+41
| +0.4% | +$1.01K | 0.09% | 148 |
|
|
2021
Q3 | $299K | Sell |
11,073
-224
| -2% | -$6.05K | 0.11% | 129 |
|
|
2021
Q2 | $325K | Sell |
11,297
-1,394
| -11% | -$40.1K | 0.12% | 123 |
|
|
2021
Q1 | $384K | Buy |
12,691
+44
| +0.3% | +$1.33K | 0.15% | 107 |
|
|
2020
Q4 | $364K | Sell |
12,647
-862
| -6% | -$24.8K | 0.15% | 108 |
|
|
2020
Q3 | $385K | Sell |
13,509
-4
| -0% | -$114 | 0.19% | 94 |
|
|
2020
Q2 | $408K | Sell |
13,513
-2,015
| -13% | -$60.9K | 0.21% | 78 |
|
|
2020
Q1 | $453K | Buy |
15,528
+2,365
| +18% | +$68.9K | 0.28% | 60 |
|
|
2019
Q4 | $514K | Buy |
13,163
+525
| +4% | +$20.5K | 0.26% | 66 |
|
|
2019
Q3 | $478K | Buy |
12,638
+7
| +0.1% | +$265 | 0.27% | 64 |
|
|
2019
Q2 | $423K | Buy |
12,631
+177
| +1% | +$5.93K | 0.24% | 73 |
|
|
2019
Q1 | $391K | Sell |
12,454
-640
| -5% | -$20.1K | 0.23% | 80 |
|
|
2018
Q4 | $374K | Buy |
13,094
+1,432
| +12% | +$40.9K | 0.24% | 69 |
|
|
2018
Q3 | $392K | Sell |
11,662
-1,950
| -14% | -$65.5K | 0.26% | 65 |
|
|
2018
Q2 | $437K | Buy |
13,612
+167
| +1% | +$5.36K | 0.3% | 57 |
|
|
2018
Q1 | $479K | Buy |
13,445
+800
| +6% | +$28.5K | 0.34% | 50 |
|
|
2017
Q4 | $492K | Buy |
12,645
+301
| +2% | +$11.7K | 0.36% | 49 |
|
|
2017
Q3 | $484K | Sell |
12,344
-378
| -3% | -$14.8K | 0.37% | 49 |
|
|
2017
Q2 | $480K | Buy |
12,722
+94
| +0.7% | +$3.55K | 0.38% | 49 |
|
|
2017
Q1 | $525K | Sell |
12,628
-228
| -2% | -$9.47K | 0.44% | 41 |
|
|
2016
Q4 | $547K | Buy |
12,856
+106
| +0.8% | +$4.51K | 0.49% | 39 |
|
|
2016
Q3 | $518K | Buy |
12,750
+2
| +0% | +$81 | 0.47% | 40 |
|
|
2016
Q2 | $551K | Sell |
12,748
-723
| -5% | -$31.2K | 0.52% | 32 |
|
|
2016
Q1 | $528K | Buy |
+13,471
| New | +$528K | 0.5% | 34 |
|