SWS Partners’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,070
| Closed | -$20.5K | – | 279 |
|
|
2024
Q2 | $20.5K | Buy |
+1,070
| New | +$20.5K | 0.01% | 202 |
|
|
2022
Q2 | – | Sell |
-1,417
| Closed | -$25K | – | 110 |
|
|
2022
Q1 | $25K | Buy |
+1,417
| New | +$25K | 0.02% | 92 |
|
|
2020
Q4 | – | Sell |
-64,443
| Closed | -$1.39M | – | 118 |
|
|
2020
Q3 | $1.39M | Buy |
64,443
+11,443
| +22% | +$246K | 0.7% | 48 |
|
|
2020
Q2 | $1.18M | Sell |
53,000
-12,492
| -19% | -$279K | 1.51% | 24 |
|
|
2020
Q1 | $1.44M | Buy |
+65,492
| New | +$1.44M | 1.03% | 27 |
|
|
2019
Q3 | $2.48M | Buy |
83,416
+1,288
| +2% | +$38.2K | 1.46% | 16 |
|
|
2019
Q2 | $2.05M | Buy |
+82,128
| New | +$2.05M | 1.3% | 18 |
|
|
2018
Q4 | $1.63M | Sell |
75,500
-11,957
| -14% | -$258K | 1.23% | 28 |
|
|
2018
Q3 | $2.69M | Buy |
87,457
+6,174
| +8% | +$190K | 1.71% | 13 |
|
|
2018
Q2 | $1.97M | Buy |
81,283
+11,527
| +17% | +$280K | 1.39% | 30 |
|
|
2018
Q1 | $1.85M | Buy |
69,756
+3,725
| +6% | +$98.7K | 1.36% | 19 |
|
|
2017
Q4 | $1.94M | Buy |
+66,031
| New | +$1.94M | 1.46% | 18 |
|