Transcend Capital Advisors’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 | $989K | Sell |
34,183
-354
| -1% | -$10.2K | 0.08% | 234 |
|
|
2025
Q1 | $977K | Sell |
34,537
-19,863
| -37% | -$562K | 0.07% | 258 |
|
|
2024
Q4 | $1.24M | Buy |
54,400
+13,470
| +33% | +$307K | 0.09% | 215 |
|
|
2024
Q3 | $900K | Sell |
40,930
-1,078
| -3% | -$23.7K | 0.06% | 279 |
|
|
2024
Q2 | $803K | Buy |
42,008
+1,733
| +4% | +$33.1K | 0.06% | 286 |
|
|
2024
Q1 | $709K | Buy |
40,275
+1,907
| +5% | +$33.6K | 0.06% | 277 |
|
|
2023
Q4 | $644K | Sell |
38,368
-29,992
| -44% | -$503K | 0.06% | 274 |
|
|
2023
Q3 | $1.03M | Sell |
68,360
-9,984
| -13% | -$150K | 0.1% | 205 |
|
|
2023
Q2 | $1.25M | Sell |
78,344
-13,197
| -14% | -$210K | 0.12% | 181 |
|
|
2023
Q1 | $1.76M | Buy |
91,541
+4,268
| +5% | +$82.2K | 0.18% | 129 |
|
|
2022
Q4 | $1.61M | Sell |
87,273
-4,285
| -5% | -$78.9K | 0.17% | 138 |
|
|
2022
Q3 | $1.4M | Sell |
91,558
-15,240
| -14% | -$234K | 0.16% | 151 |
|
|
2022
Q2 | $2.24M | Sell |
106,798
-34,256
| -24% | -$718K | 0.23% | 114 |
|
|
2022
Q1 | $2.52M | Buy |
141,054
+36,361
| +35% | +$649K | 0.23% | 116 |
|
|
2021
Q4 | $1.95M | Buy |
104,693
+9,507
| +10% | +$177K | 0.17% | 141 |
|
|
2021
Q3 | $1.82M | Sell |
95,186
-11,934
| -11% | -$229K | 0.16% | 141 |
|
|
2021
Q2 | $2.33M | Buy |
107,120
+10,117
| +10% | +$220K | 0.33% | 77 |
|
|
2021
Q1 | $2.21M | Buy |
97,003
+6,089
| +7% | +$139K | 0.27% | 97 |
|
|
2020
Q4 | $1.98M | Buy |
90,914
+30,488
| +50% | +$662K | 0.26% | 103 |
|
|
2020
Q3 | $1.3M | Buy |
60,426
+6,864
| +13% | +$148K | 0.24% | 96 |
|
|
2020
Q2 | $1.22M | Sell |
53,562
-2,695
| -5% | -$61.5K | 0.4% | 73 |
|
|
2020
Q1 | $1.24M | Sell |
56,257
-1,172
| -2% | -$25.8K | 0.37% | 79 |
|
|
2019
Q4 | $1.7M | Buy |
+57,429
| New | +$1.7M | 0.46% | 68 |
|