SFM
Systematic Financial Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,941
| Closed | -$73K | – | 569 |
|
|
2019
Q3 | $73K | Sell |
1,941
-103,162
| -98% | -$3.88M | ﹤0.01% | 489 |
|
|
2019
Q2 | $3.52M | Sell |
105,103
-20,007
| -16% | -$670K | 0.14% | 150 |
|
|
2019
Q1 | $3.92M | Sell |
125,110
-4,866
| -4% | -$153K | 0.13% | 192 |
|
|
2018
Q4 | $3.71M | Sell |
129,976
-35,281
| -21% | -$1.01M | 0.11% | 218 |
|
|
2018
Q3 | $5.55M | Sell |
165,257
-3,620
| -2% | -$122K | 0.13% | 220 |
|
|
2018
Q2 | $5.42M | Sell |
168,877
-1,002
| -0.6% | -$32.2K | 0.13% | 212 |
|
|
2018
Q1 | $6.06M | Buy |
169,879
+33,563
| +25% | +$1.2M | 0.13% | 212 |
|
|
2017
Q4 | $5.3M | Sell |
136,316
-7,781
| -5% | -$303K | 0.11% | 213 |
|
|
2017
Q3 | $5.64M | Buy |
144,097
+75,494
| +110% | +$2.96M | 0.11% | 198 |
|
|
2017
Q2 | $2.59M | Sell |
68,603
-4,195
| -6% | -$158K | 0.05% | 317 |
|
|
2017
Q1 | $3.03M | Sell |
72,798
-83,162
| -53% | -$3.46M | 0.05% | 297 |
|
|
2016
Q4 | $6.63M | Buy |
155,960
+50,742
| +48% | +$2.16M | 0.11% | 232 |
|
|
2016
Q3 | $4.27M | Sell |
105,218
-3,399
| -3% | -$138K | 0.06% | 283 |
|
|
2016
Q2 | $4.69M | Sell |
108,617
-147,476
| -58% | -$6.37M | 0.06% | 255 |
|
|
2016
Q1 | $10M | Sell |
256,093
-127,324
| -33% | -$4.99M | 0.13% | 185 |
|
|
2015
Q4 | $13.2M | Sell |
383,417
-10,037
| -3% | -$345K | 0.14% | 145 |
|
|
2015
Q3 | $12.8M | Buy |
+393,454
| New | +$12.8M | 0.14% | 172 |
|
|
2014
Q4 | – | Sell |
-733,975
| Closed | -$25.9M | – | 721 |
|
|
2014
Q3 | $25.9M | Sell |
733,975
-21,075
| -3% | -$743K | 0.19% | 127 |
|
|
2014
Q2 | $26.7M | Sell |
755,050
-90,790
| -11% | -$3.21M | 0.18% | 130 |
|
|
2014
Q1 | $29.7M | Sell |
845,840
-37,764
| -4% | -$1.32M | 0.2% | 122 |
|
|
2013
Q4 | $31.1M | Sell |
883,604
-400,092
| -31% | -$14.1M | 0.23% | 118 |
|
|
2013
Q3 | $43.4M | Sell |
1,283,696
-67,125
| -5% | -$2.27M | 0.34% | 90 |
|
|
2013
Q2 | $47.8M | Buy |
+1,350,821
| New | +$47.8M | 0.41% | 83 |
|