TFA
Transamerica Financial Advisors’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.84K | Hold |
64
| – | – | ﹤0.01% | 389 |
|
|
2025
Q1 | $2K | Sell |
64
-3
| -4% | -$94 | ﹤0.01% | 414 |
|
|
2024
Q4 | $2K | Sell |
67
-19
| -22% | -$567 | ﹤0.01% | 404 |
|
|
2024
Q3 | $2K | Sell |
86
-1,759
| -95% | -$40.9K | ﹤0.01% | 413 |
|
|
2024
Q2 | $36K | Hold |
1,845
| – | – | ﹤0.01% | 286 |
|
|
2024
Q1 | $33K | Sell |
1,845
-23,723
| -93% | -$424K | ﹤0.01% | 314 |
|
|
2023
Q4 | $430K | Sell |
25,568
-9,732
| -28% | -$164K | 0.06% | 184 |
|
|
2023
Q3 | $531K | Buy |
35,300
+9,267
| +36% | +$139K | 0.07% | 162 |
|
|
2023
Q2 | $416K | Sell |
26,033
-98,543
| -79% | -$1.57M | 0.05% | 188 |
|
|
2023
Q1 | $2.4M | Buy |
124,576
+48,856
| +65% | +$941K | 0.32% | 56 |
|
|
2022
Q4 | $1.4M | Buy |
75,720
+26,963
| +55% | +$497K | 0.2% | 96 |
|
|
2022
Q3 | $748K | Buy |
48,757
+3,829
| +9% | +$58.7K | 0.11% | 142 |
|
|
2022
Q2 | $942K | Buy |
+44,928
| New | +$942K | 0.13% | 121 |
|
|
2021
Q1 | – | Sell |
-22
| Closed | -$1K | – | 208 |
|
|
2020
Q4 | $1K | Sell |
22
-12
| -35% | -$545 | 0.02% | 177 |
|
|
2020
Q3 | $1K | Sell |
34
-48,660
| -100% | -$1.43M | 0.02% | 175 |
|
|
2020
Q2 | $1.47M | Buy |
48,694
+48,689
| +973,780% | +$1.47M | 0.32% | 57 |
|
|
2020
Q1 | $1K | Buy |
+5
| New | +$1K | 0.02% | 112 |
|
|
2019
Q3 | – | Sell |
-246
| Closed | -$9K | – | 471 |
|
|
2019
Q2 | $9K | Buy |
+246
| New | +$9K | ﹤0.01% | 310 |
|
|
2019
Q1 | – | Sell |
-147
| Closed | -$5K | – | 412 |
|
|
2018
Q4 | $5K | Sell |
147
-12,166
| -99% | -$414K | ﹤0.01% | 323 |
|
|
2018
Q3 | $414K | Sell |
12,313
-239
| -2% | -$8.04K | 0.09% | 138 |
|
|
2018
Q2 | $404K | Sell |
12,552
-170,215
| -93% | -$5.48M | 0.09% | 132 |
|
|
2018
Q1 | $6.52M | Sell |
182,767
-3,394
| -2% | -$121K | 0.96% | 31 |
|
|
2017
Q4 | $7.24M | Sell |
186,161
-2,788
| -1% | -$108K | 0.96% | 29 |
|
|
2017
Q3 | $7.4M | Sell |
188,949
-5,031
| -3% | -$197K | 0.91% | 31 |
|
|
2017
Q2 | $7.32M | Sell |
193,980
-9,816
| -5% | -$370K | 0.99% | 30 |
|
|
2017
Q1 | $8.47M | Sell |
203,796
-617
| -0.3% | -$25.6K | 1.01% | 22 |
|
|
2016
Q4 | $8.69M | Sell |
204,413
-7,112
| -3% | -$302K | 1.04% | 19 |
|
|
2016
Q3 | $8.59M | Buy |
211,525
+19,403
| +10% | +$788K | 0.93% | 23 |
|
|
2016
Q2 | $8.3M | Buy |
192,122
+48,151
| +33% | +$2.08M | 0.84% | 24 |
|
|
2016
Q1 | $5.64M | Buy |
143,971
+17,129
| +14% | +$671K | 0.48% | 45 |
|
|
2015
Q4 | $4.37M | Buy |
126,842
+8,952
| +8% | +$308K | 0.32% | 63 |
|
|
2015
Q3 | $3.84M | Sell |
117,890
-7,119
| -6% | -$232K | 0.31% | 63 |
|
|
2015
Q2 | $4.44M | Buy |
125,009
+7,437
| +6% | +$264K | 0.32% | 58 |
|
|
2015
Q1 | $3.84M | Sell |
117,572
-5,623
| -5% | -$184K | 0.27% | 61 |
|
|
2014
Q4 | $4.14M | Buy |
123,195
+11,973
| +11% | +$402K | 0.33% | 39 |
|
|
2014
Q3 | $3.92M | Buy |
111,222
+6,368
| +6% | +$224K | 0.35% | 40 |
|
|
2014
Q2 | $3.71M | Buy |
104,854
+19,884
| +23% | +$703K | 0.32% | 47 |
|
|
2014
Q1 | $2.98M | Buy |
84,970
+40,843
| +93% | +$1.43M | 0.3% | 48 |
|
|
2013
Q4 | $1.55M | Sell |
44,127
-999
| -2% | -$35.1K | 0.17% | 72 |
|
|
2013
Q3 | $1.53M | Buy |
45,126
+584
| +1% | +$19.8K | 0.2% | 66 |
|
|
2013
Q2 | $1.58M | Buy |
+44,542
| New | +$1.58M | 0.26% | 45 |
|