United Capital Financial 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 | $11.6M | Buy |
402,529
+44,415
| +12% | +$1.29M | 0.09% | 166 |
|
|
2025
Q1 | $10.1M | Sell |
358,114
-1,876
| -0.5% | -$53.1K | 0.09% | 174 |
|
|
2024
Q4 | $8.2M | Sell |
359,990
-1,068
| -0.3% | -$24.3K | 0.07% | 203 |
|
|
2024
Q3 | $7.94M | Buy |
361,058
+3,411
| +1% | +$75K | 0.07% | 206 |
|
|
2024
Q2 | $6.83M | Sell |
357,647
-44,918
| -11% | -$858K | 0.06% | 219 |
|
|
2024
Q1 | $7.09M | Sell |
402,565
-9,762
| -2% | -$172K | 0.06% | 220 |
|
|
2023
Q4 | $6.92M | Sell |
412,327
-29,742
| -7% | -$499K | 0.06% | 242 |
|
|
2023
Q3 | $6.64M | Sell |
442,069
-79,861
| -15% | -$1.2M | 0.04% | 269 |
|
|
2023
Q2 | $8.32M | Buy |
521,930
+58,675
| +13% | +$936K | 0.05% | 261 |
|
|
2023
Q1 | $8.92M | Sell |
463,255
-36,710
| -7% | -$707K | 0.05% | 252 |
|
|
2022
Q4 | $9.2M | Sell |
499,965
-9,842
| -2% | -$181K | 0.05% | 253 |
|
|
2022
Q3 | $7.82M | Sell |
509,807
-93,171
| -15% | -$1.43M | 0.05% | 267 |
|
|
2022
Q2 | $12.6M | Sell |
602,978
-169,695
| -22% | -$3.56M | 0.07% | 228 |
|
|
2022
Q1 | $13.8M | Sell |
772,673
-609,632
| -44% | -$10.9M | 0.07% | 238 |
|
|
2021
Q4 | $25.7M | Sell |
1,382,305
-262,847
| -16% | -$4.88M | 0.12% | 169 |
|
|
2021
Q3 | $33.6M | Sell |
1,645,152
-17,431
| -1% | -$356K | 0.17% | 125 |
|
|
2021
Q2 | $36.1M | Sell |
1,662,583
-22,370
| -1% | -$486K | 0.18% | 120 |
|
|
2021
Q1 | $38.5M | Sell |
1,684,953
-31,297
| -2% | -$716K | 0.21% | 102 |
|
|
2020
Q4 | $37.3M | Sell |
1,716,250
-130,850
| -7% | -$2.84M | 0.22% | 100 |
|
|
2020
Q3 | $39.8M | Sell |
1,847,100
-112,836
| -6% | -$2.43M | 0.26% | 90 |
|
|
2020
Q2 | $44.8M | Sell |
1,959,936
-7,916
| -0.4% | -$181K | 0.33% | 73 |
|
|
2020
Q1 | $43.3M | Sell |
1,967,852
-64,881
| -3% | -$1.43M | 0.36% | 64 |
|
|
2019
Q4 | $60M | Buy |
2,032,733
+107,595
| +6% | +$3.18M | 0.39% | 51 |
|
|
2019
Q3 | $55M | Sell |
1,925,138
-124,176
| -6% | -$3.55M | 0.38% | 51 |
|
|
2019
Q2 | $51.9M | Buy |
2,049,314
+146,526
| +8% | +$3.71M | 0.34% | 60 |
|
|
2019
Q1 | $45.1M | Buy |
1,902,788
+45,378
| +2% | +$1.07M | 0.32% | 71 |
|
|
2018
Q4 | $40M | Sell |
1,857,410
-140,341
| -7% | -$3.03M | 0.32% | 72 |
|
|
2018
Q3 | $50.7M | Buy |
1,997,751
+116,526
| +6% | +$2.96M | 0.36% | 60 |
|
|
2018
Q2 | $45.6M | Buy |
1,881,225
+51,138
| +3% | +$1.24M | 0.34% | 58 |
|
|
2018
Q1 | $49.2M | Buy |
1,830,087
+132,082
| +8% | +$3.55M | 0.37% | 55 |
|
|
2017
Q4 | $50.2M | Buy |
1,698,005
+27,833
| +2% | +$824K | 0.4% | 49 |
|
|
2017
Q3 | $49.4M | Buy |
1,670,172
+86,395
| +5% | +$2.56M | 0.42% | 46 |
|
|
2017
Q2 | $45.1M | Buy |
1,583,777
+164,139
| +12% | +$4.68M | 0.4% | 48 |
|
|
2017
Q1 | $44.6M | Buy |
1,419,638
+319,368
| +29% | +$10M | 0.42% | 50 |
|
|
2016
Q4 | $35.3M | Buy |
1,100,270
+5,852
| +0.5% | +$188K | 0.34% | 59 |
|
|
2016
Q3 | $33.6M | Buy |
1,094,418
+88,181
| +9% | +$2.7M | 0.33% | 67 |
|
|
2016
Q2 | $32.7M | Buy |
1,006,237
+52,263
| +5% | +$1.7M | 0.33% | 58 |
|
|
2016
Q1 | $28.2M | Buy |
953,974
+18,657
| +2% | +$552K | 0.31% | 61 |
|
|
2015
Q4 | $24.3M | Sell |
935,317
-21,301
| -2% | -$554K | 0.28% | 70 |
|
|
2015
Q3 | $23.5M | Buy |
956,618
+88,757
| +10% | +$2.18M | 0.28% | 70 |
|
|
2015
Q2 | $23.3M | Sell |
867,861
-20,834
| -2% | -$559K | 0.27% | 85 |
|
|
2015
Q1 | $23.3M | Buy |
888,695
+280,735
| +46% | +$7.34M | 0.28% | 89 |
|
|
2014
Q4 | $15.4M | Buy |
607,960
+46,383
| +8% | +$1.18M | 0.23% | 106 |
|
|
2014
Q3 | $14.9M | Buy |
561,577
+53
| +0% | +$1.41K | 0.26% | 100 |
|
|
2014
Q2 | $15M | Buy |
561,524
+54,098
| +11% | +$1.44M | 0.28% | 96 |
|
|
2014
Q1 | $13.4M | Buy |
507,426
+340,034
| +203% | +$9.01M | 0.29% | 82 |
|
|
2013
Q4 | $4.45M | Sell |
167,392
-238,687
| -59% | -$6.34M | 0.15% | 155 |
|
|
2013
Q3 | $10.4M | Buy |
406,079
+16,319
| +4% | +$417K | 0.33% | 66 |
|
|
2013
Q2 | $10.4M | Buy |
+389,760
| New | +$10.4M | 0.28% | 95 |
|