Trek Financial’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 | $5.05M | Buy |
174,474
+115,368
| +195% | +$3.34M | 0.34% | 86 |
|
|
2025
Q1 | $1.67M | Buy |
59,106
+39,542
| +202% | +$1.12M | 0.12% | 142 |
|
|
2024
Q4 | $445K | Sell |
19,564
-913
| -4% | -$20.8K | 0.03% | 262 |
|
|
2024
Q3 | $450K | Sell |
20,477
-1,351
| -6% | -$29.7K | 0.03% | 247 |
|
|
2024
Q2 | $417K | Buy |
21,828
+8,442
| +63% | +$161K | 0.03% | 248 |
|
|
2024
Q1 | $236K | Buy |
13,386
+191
| +1% | +$3.36K | 0.02% | 351 |
|
|
2023
Q4 | $221K | Buy |
+13,195
| New | +$221K | 0.02% | 278 |
|
|
2023
Q1 | – | Sell |
-18,981
| Closed | -$349K | – | 290 |
|
|
2022
Q4 | $349K | Buy |
18,981
+250
| +1% | +$4.6K | 0.03% | 177 |
|
|
2022
Q3 | $287K | Sell |
18,731
-9,175
| -33% | -$141K | 0.03% | 174 |
|
|
2022
Q2 | $585K | Buy |
+27,906
| New | +$585K | 0.06% | 127 |
|
|
2020
Q3 | – | Sell |
-12,881
| Closed | -$294K | – | 180 |
|
|
2020
Q2 | $294K | Sell |
12,881
-2,589
| -17% | -$59.1K | 0.05% | 107 |
|
|
2020
Q1 | $341K | Buy |
15,470
+7
| +0% | +$154 | 0.08% | 65 |
|
|
2019
Q4 | $456K | Buy |
15,463
+2,828
| +22% | +$83.4K | 0.08% | 67 |
|
|
2019
Q3 | $361K | Sell |
12,635
-6,617
| -34% | -$189K | 0.05% | 94 |
|
|
2019
Q2 | $487K | Buy |
19,252
+167
| +0.9% | +$4.22K | 0.08% | 81 |
|
|
2019
Q1 | $452K | Buy |
+19,085
| New | +$452K | 0.08% | 72 |
|