Transamerica Financial Advisors’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 | $523K | Buy |
18,046
+8,517
| +89% | +$228K | 0.04% | 285 |
|
|
2025
Q4 | $237K | Buy |
9,529
+3,547
| +59% | +$89.8K | 0.02% | 342 |
|
|
2025
Q3 | $169K | Buy |
5,982
+5,918
| +9,247% | +$168K | 0.01% | 350 |
|
|
2025
Q2 | $1.84K | Hold |
64
| – | – | ﹤0.01% | 389 |
|
|
2025
Q1 | $2K | Sell |
64
-3
| -4% | -$75 | ﹤0.01% | 414 |
|
|
2024
Q4 | $2K | Sell |
67
-19
| -22% | -$428 | ﹤0.01% | 404 |
|
|
2024
Q3 | $2K | Sell |
86
-1,759
| -95% | -$35K | ﹤0.01% | 413 |
|
|
2024
Q2 | $36K | Hold |
1,845
| – | – | ﹤0.01% | 286 |
|
|
2024
Q1 | $33K | Sell |
1,845
-23,723
| -93% | -$405K | ﹤0.01% | 314 |
|
|
2023
Q4 | $430K | Sell |
25,568
-9,732
| -28% | -$154K | 0.06% | 184 |
|
|
2023
Q3 | $531K | Buy |
35,300
+9,267
| +36% | +$136K | 0.07% | 162 |
|
|
2023
Q2 | $416K | Sell |
26,033
-98,543
| -79% | -$1.68M | 0.05% | 188 |
|
|
2023
Q1 | $2.4M | Buy |
124,576
+48,856
| +65% | +$934K | 0.32% | 56 |
|
|
2022
Q4 | $1.4M | Buy |
75,720
+26,963
| +55% | +$483K | 0.2% | 96 |
|
|
2022
Q3 | $748K | Buy |
48,757
+3,829
| +9% | +$69.7K | 0.11% | 142 |
|
|
2022
Q2 | $942K | Buy |
+44,928
| New | +$896K | 0.13% | 121 |
|
|
2021
Q1 | – | Sell |
-29
| Closed | -$1K | – | 208 |
|
|
2020
Q4 | $1K | Sell |
29
-16
| -36% | -$345 | 0.02% | 177 |
|
|
2020
Q3 | $1K | Sell |
45
-64,426
| -100% | -$1.44M | 0.02% | 175 |
|
|
2020
Q2 | $1.47M | Buy |
64,471
+64,464
| +920,914% | +$1.47M | 0.32% | 57 |
|
|
2020
Q1 | $1K | Buy |
+7
| New | +$191 | 0.02% | 112 |
|
|
2019
Q3 | – | Sell |
-326
| Closed | -$9K | – | 471 |
|
|
2019
Q2 | $9K | Buy |
+326
| New | +$7.82K | ﹤0.01% | 310 |
|
|
2019
Q1 | – | Sell |
-195
| Closed | -$5K | – | 412 |
|
|
2018
Q4 | $5K | Sell |
195
-16,107
| -99% | -$375K | ﹤0.01% | 323 |
|
|
2018
Q3 | $414K | Sell |
16,302
-317
| -2% | -$7.76K | 0.09% | 138 |
|
|
2018
Q2 | $404K | Sell |
16,619
-225,365
| -93% | -$5.66M | 0.09% | 132 |
|
|
2018
Q1 | $6.52M | Sell |
241,984
-4,493
| -2% | -$125K | 0.96% | 31 |
|
|
2017
Q4 | $7.24M | Sell |
246,477
-3,691
| -1% | -$101K | 0.96% | 29 |
|
|
2017
Q3 | $7.4M | Sell |
250,168
-6,662
| -3% | -$189K | 0.91% | 31 |
|
|
2017
Q2 | $7.32M | Sell |
256,830
-12,996
| -5% | -$383K | 0.99% | 30 |
|
|
2017
Q1 | $8.47M | Sell |
269,826
-817
| -0.3% | -$25.7K | 1.01% | 22 |
|
|
2016
Q4 | $8.69M | Sell |
270,643
-9,416
| -3% | -$278K | 1.04% | 19 |
|
|
2016
Q3 | $8.59M | Buy |
280,059
+25,689
| +10% | +$812K | 0.93% | 23 |
|
|
2016
Q2 | $8.3M | Buy |
254,370
+63,752
| +33% | +$1.9M | 0.84% | 24 |
|
|
2016
Q1 | $5.64M | Buy |
190,618
+22,679
| +14% | +$628K | 0.48% | 45 |
|
|
2015
Q4 | $4.37M | Buy |
167,939
+11,853
| +8% | +$301K | 0.32% | 63 |
|
|
2015
Q3 | $3.84M | Sell |
156,086
-9,426
| -6% | -$240K | 0.31% | 63 |
|
|
2015
Q2 | $4.44M | Buy |
165,512
+9,847
| +6% | +$254K | 0.32% | 58 |
|
|
2015
Q1 | $3.84M | Sell |
155,665
-7,445
| -5% | -$189K | 0.27% | 61 |
|
|
2014
Q4 | $4.14M | Buy |
163,110
+15,852
| +11% | +$411K | 0.33% | 39 |
|
|
2014
Q3 | $3.92M | Buy |
147,258
+8,431
| +6% | +$224K | 0.35% | 40 |
|
|
2014
Q2 | $3.71M | Buy |
138,827
+26,327
| +23% | +$705K | 0.32% | 47 |
|
|
2014
Q1 | $2.98M | Buy |
112,500
+54,076
| +93% | +$1.36M | 0.3% | 48 |
|
|
2013
Q4 | $1.55M | Sell |
58,424
-1,323
| -2% | -$34.8K | 0.17% | 72 |
|
|
2013
Q3 | $1.53M | Buy |
59,747
+773
| +1% | +$20.3K | 0.2% | 66 |
|
|
2013
Q2 | $1.58M | Buy |
+58,974
| New | +$1.64M | 0.26% | 45 |
|
Other funds holding T
VCM
VPM
