Tortoise Investment Management’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $269K | Buy |
9,302
+588
| +7% | +$17K | 0.03% | 190 |
|
|
2025
Q1 | $246K | Hold |
8,714
| – | – | 0.03% | 192 |
|
|
2024
Q4 | $198K | Hold |
8,714
| – | – | 0.02% | 222 |
|
|
2024
Q3 | $192K | Sell |
8,714
-390
| -4% | -$8.58K | 0.02% | 231 |
|
|
2024
Q2 | $174K | Buy |
9,104
+1,184
| +15% | +$22.6K | 0.02% | 229 |
|
|
2024
Q1 | $139K | Hold |
7,920
| – | – | 0.02% | 257 |
|
|
2023
Q4 | $133K | Sell |
7,920
-2,561
| -24% | -$43K | 0.02% | 247 |
|
|
2023
Q3 | $157K | Sell |
10,481
-317
| -3% | -$4.76K | 0.02% | 219 |
|
|
2023
Q2 | $172K | Buy |
10,798
+2,000
| +23% | +$31.9K | 0.03% | 209 |
|
|
2023
Q1 | $169K | Hold |
8,798
| – | – | 0.03% | 204 |
|
|
2022
Q4 | $162K | Hold |
8,798
| – | – | 0.03% | 206 |
|
|
2022
Q3 | $135K | Buy |
8,798
+941
| +12% | +$14.4K | 0.03% | 217 |
|
|
2022
Q2 | $165K | Sell |
7,857
-2,546
| -24% | -$53.5K | 0.03% | 184 |
|
|
2022
Q1 | $186K | Sell |
10,403
-881
| -8% | -$15.8K | 0.03% | 187 |
|
|
2021
Q4 | $210K | Buy |
11,284
+1,046
| +10% | +$19.5K | 0.04% | 164 |
|
|
2021
Q3 | $209K | Buy |
10,238
+850
| +9% | +$17.4K | 0.04% | 152 |
|
|
2021
Q2 | $204K | Hold |
9,388
| – | – | 0.04% | 153 |
|
|
2021
Q1 | $215K | Buy |
9,388
+1,383
| +17% | +$31.7K | 0.05% | 149 |
|
|
2020
Q4 | $174K | Buy |
8,005
+727
| +10% | +$15.8K | 0.04% | 152 |
|
|
2020
Q3 | $157K | Buy |
7,278
+12
| +0.2% | +$259 | 0.04% | 153 |
|
|
2020
Q2 | $166K | Sell |
7,266
-585
| -7% | -$13.4K | 0.04% | 147 |
|
|
2020
Q1 | $173K | Sell |
7,851
-37
| -0.5% | -$815 | 0.05% | 138 |
|
|
2019
Q4 | $233K | Sell |
7,888
-331
| -4% | -$9.78K | 0.05% | 129 |
|
|
2019
Q3 | $235K | Sell |
8,219
-63
| -0.8% | -$1.8K | 0.06% | 129 |
|
|
2019
Q2 | $210K | Hold |
8,282
| – | – | 0.05% | 138 |
|
|
2019
Q1 | $196K | Hold |
8,282
| – | – | 0.05% | 141 |
|
|
2018
Q4 | $179K | Sell |
8,282
-102
| -1% | -$2.21K | 0.05% | 147 |
|
|
2018
Q3 | $213K | Hold |
8,384
| – | – | 0.06% | 134 |
|
|
2018
Q2 | $203K | Hold |
8,384
| – | – | 0.06% | 132 |
|
|
2018
Q1 | $226K | Hold |
8,384
| – | – | 0.06% | 129 |
|
|
2017
Q4 | $246K | Buy |
8,384
+331
| +4% | +$9.71K | 0.07% | 124 |
|
|
2017
Q3 | $238K | Sell |
8,053
-1,047
| -12% | -$30.9K | 0.07% | 124 |
|
|
2017
Q2 | $259K | Sell |
9,100
-159
| -2% | -$4.53K | 0.08% | 110 |
|
|
2017
Q1 | $291K | Buy |
9,259
+31
| +0.3% | +$974 | 0.1% | 95 |
|
|
2016
Q4 | $296K | Buy |
9,228
+2,420
| +36% | +$77.6K | 0.1% | 91 |
|
|
2016
Q3 | $209K | Sell |
6,808
-2,084
| -23% | -$64K | 0.07% | 94 |
|
|
2016
Q2 | $290K | Buy |
8,892
+1,956
| +28% | +$63.8K | 0.1% | 92 |
|
|
2016
Q1 | $205K | Hold |
6,936
| – | – | 0.07% | 105 |
|
|
2015
Q4 | $180K | Hold |
6,936
| – | – | 0.06% | 112 |
|
|
2015
Q3 | $171K | Buy |
6,936
+3,090
| +80% | +$76.2K | 0.07% | 109 |
|
|
2015
Q2 | $103K | Sell |
3,846
-61
| -2% | -$1.63K | 0.04% | 154 |
|
|
2015
Q1 | $96K | Hold |
3,907
| – | – | 0.04% | 162 |
|
|
2014
Q4 | $99K | Buy |
3,907
+686
| +21% | +$17.4K | 0.04% | 157 |
|
|
2014
Q3 | $86K | Sell |
3,221
-1,528
| -32% | -$40.8K | 0.04% | 163 |
|
|
2014
Q2 | $127K | Buy |
4,749
+2,218
| +88% | +$59.3K | 0.05% | 130 |
|
|
2014
Q1 | $67K | Hold |
2,531
| – | – | 0.03% | 169 |
|
|
2013
Q4 | $67K | Hold |
2,531
| – | – | 0.04% | 160 |
|
|
2013
Q3 | $65K | Sell |
2,531
-153
| -6% | -$3.93K | 0.04% | 133 |
|
|
2013
Q2 | $72K | Buy |
+2,684
| New | +$72K | 0.05% | 122 |
|