Symphony Financial’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 | $1.54M | Sell |
53,951
-6,789
| -11% | -$181K | 0.2% | 92 |
|
|
2025
Q4 | $1.51M | Sell |
60,740
-57,139
| -48% | -$1.45M | 0.2% | 93 |
|
|
2025
Q3 | $3.22M | Buy |
117,879
+2,395
| +2% | +$68K | 0.39% | 61 |
|
|
2025
Q2 | $3.37M | Buy |
115,484
+60,194
| +109% | +$1.66M | 0.44% | 57 |
|
|
2025
Q1 | $1.46M | Sell |
55,290
-48,943
| -47% | -$1.23M | 0.86% | 32 |
|
|
2024
Q4 | $2.33M | Sell |
104,233
-2,220
| -2% | -$50K | 0.37% | 61 |
|
|
2024
Q3 | $2.34M | Buy |
106,453
+4,858
| +5% | +$96.7K | 0.39% | 64 |
|
|
2024
Q2 | $1.91M | Buy |
101,595
+44,110
| +77% | +$767K | 0.35% | 65 |
|
|
2024
Q1 | $1.01M | Sell |
57,485
-38,659
| -40% | -$660K | 0.24% | 81 |
|
|
2023
Q4 | $1.6M | Buy |
+96,144
| New | +$1.52M | 0.34% | 71 |
|
|
2023
Q3 | – | Sell |
-59,529
| Closed | -$950K | – | 188 |
|
|
2023
Q2 | $950K | Buy |
59,529
+212
| +0.4% | +$3.61K | 0.23% | 85 |
|
|
2023
Q1 | $1.13M | Buy |
59,317
+29
| +0% | +$554 | 0.29% | 71 |
|
|
2022
Q4 | $1.13M | Buy |
59,288
+28,895
| +95% | +$517K | 0.3% | 67 |
|
|
2022
Q3 | $472K | Sell |
30,393
-1,078
| -3% | -$19.6K | 0.15% | 140 |
|
|
2022
Q2 | $659K | Sell |
31,471
-13,949
| -31% | -$278K | 0.19% | 103 |
|
|
2022
Q1 | $814K | Buy |
45,420
+7,493
| +20% | +$139K | 0.19% | 99 |
|
|
2021
Q4 | $728K | Buy |
37,927
+2,956
| +8% | +$55.3K | 0.2% | 91 |
|
|
2021
Q3 | $724K | Sell |
34,971
-16,742
| -32% | -$352K | 0.25% | 70 |
|
|
2021
Q2 | $1.12M | Sell |
51,713
-6,785
| -12% | -$154K | 0.38% | 53 |
|
|
2021
Q1 | $1.37M | Buy |
58,498
+27,193
| +87% | +$601K | 0.36% | 52 |
|
|
2020
Q4 | $696K | Buy |
31,305
+2,095
| +7% | +$45.2K | 0.25% | 69 |
|
|
2020
Q3 | $629K | Sell |
29,210
-2,393
| -8% | -$53.5K | 0.26% | 64 |
|
|
2020
Q2 | $722K | Buy |
31,603
+4,386
| +16% | +$99.9K | 0.35% | 48 |
|
|
2020
Q1 | $621K | Buy |
+27,217
| New | +$744K | 0.43% | 45 |
|
Other funds holding T
VCM
VPM
