Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,982
Closed -$57K 766
2024
Q2
$57K Buy
+2,982
New +$51.9K 0.01% 377
2019
Q4
Sell
-7,853
Closed -$224K 156
2019
Q3
$224K Sell
7,853
-1,088
-12% -$28.8K 0.08% 132
2019
Q2
$226K Buy
8,941
+33
+0.4% +$791 0.08% 132
2019
Q1
$211K Sell
8,908
-1,763
-17% -$40.6K 0.08% 136
2018
Q4
$230K Sell
10,671
-731
-6% -$17K 0.09% 122
2018
Q3
$289K Sell
11,402
-705
-6% -$17.3K 0.1% 112
2018
Q2
$294K Buy
12,107
+2,243
+23% +$56.3K 0.11% 104
2018
Q1
$266K Sell
9,864
-805
-8% -$22.4K 0.1% 109
2017
Q4
$313K Buy
10,669
+37
+0.3% +$1.01K 0.12% 99
2017
Q3
$315K Sell
10,632
-95
-0.9% -$2.7K 0.13% 93
2017
Q2
$306K Buy
10,727
+503
+5% +$14.8K 0.14% 92
2017
Q1
$321K Sell
10,224
-597
-6% -$18.8K 0.15% 81
2016
Q4
$348K Buy
10,821
+736
+7% +$21.7K 0.16% 76
2016
Q3
$309K Buy
10,085
+107
+1% +$3.38K 0.15% 81
2016
Q2
$326K Buy
9,978
+47
+0.5% +$1.4K 0.16% 77
2016
Q1
$294K Sell
9,931
-991
-9% -$27.4K 0.15% 82
2015
Q4
$284K Sell
10,922
-114
-1% -$2.89K 0.15% 83
2015
Q3
$272K Buy
11,036
+1,965
+22% +$50.1K 0.15% 79
2015
Q2
$243K Sell
9,071
-374
-4% -$9.66K 0.13% 89
2015
Q1
$233K Buy
9,445
+332
+4% +$8.44K 0.12% 95
2014
Q4
$231K Buy
+9,113
New +$236K 0.12% 90

Other funds holding T

The Family Firm's T Position: Q3 2024 in Review

The Family Firm sold out of AT&T (T) in Q3 2024, closing a stake of 2,982 shares — an estimated $57K sold.

The Family Firm first reported a position in T in Q4 2014 and held it in 21 quarters. The position peaked at $348K in Q4 2016. 2,444 funds tracked by Wall St. Rank hold T as of Q3 2024.

  • The Family Firm reported no remaining AT&T position as of Q3 2024 after selling out during the quarter.
  • The Family Firm sold 2,982 AT&T shares in Q3 2024, an estimated $57K.
  • The Family Firm first reported a position in AT&T in Q4 2014 and held it in 21 quarters.
  • The Family Firm's AT&T position peaked at $348K in Q4 2016.
  • 2,444 funds tracked by Wall St. Rank held AT&T as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.