Univest 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 | $501K | Sell |
17,329
-43
| -0.2% | -$1.24K | 0.03% | 187 |
|
|
2025
Q1 | $491K | Buy |
17,372
+5,465
| +46% | +$155K | 0.03% | 200 |
|
|
2024
Q4 | $271K | Sell |
11,907
-337
| -3% | -$7.67K | 0.02% | 247 |
|
|
2024
Q3 | $269K | Sell |
12,244
-1,469
| -11% | -$32.3K | 0.02% | 248 |
|
|
2024
Q2 | $262K | Buy |
13,713
+1,567
| +13% | +$29.9K | 0.07% | 115 |
|
|
2024
Q1 | $214K | Sell |
12,146
-1,106
| -8% | -$19.5K | 0.06% | 124 |
|
|
2023
Q4 | $222K | Buy |
13,252
+1,106
| +9% | +$18.6K | 0.07% | 112 |
|
|
2023
Q3 | $182K | Hold |
12,146
| – | – | 0.06% | 107 |
|
|
2023
Q2 | $194K | Hold |
12,146
| – | – | 0.06% | 118 |
|
|
2023
Q1 | $234K | Hold |
12,146
| – | – | 0.07% | 92 |
|
|
2022
Q4 | $224K | Hold |
12,146
| – | – | 0.07% | 99 |
|
|
2022
Q3 | $186K | Hold |
12,146
| – | – | 0.06% | 100 |
|
|
2022
Q2 | $254K | Sell |
12,146
-4,110
| -25% | -$85.9K | 0.08% | 91 |
|
|
2022
Q1 | $290K | Sell |
16,256
-6,775
| -29% | -$121K | 0.08% | 89 |
|
|
2021
Q4 | $428K | Buy |
23,031
+212
| +0.9% | +$3.94K | 0.11% | 73 |
|
|
2021
Q3 | $466K | Buy |
22,819
+6,338
| +38% | +$129K | 0.13% | 66 |
|
|
2021
Q2 | $358K | Hold |
16,481
| – | – | 0.1% | 86 |
|
|
2021
Q1 | $377K | Buy |
16,481
+3,248
| +25% | +$74.3K | 0.11% | 78 |
|
|
2020
Q4 | $288K | Hold |
13,233
| – | – | 0.08% | 93 |
|
|
2020
Q3 | $285K | Sell |
13,233
-702
| -5% | -$15.1K | 0.09% | 86 |
|
|
2020
Q2 | $318K | Sell |
13,935
-1,167
| -8% | -$26.6K | 0.1% | 83 |
|
|
2020
Q1 | $332K | Sell |
15,102
-102,611
| -87% | -$2.26M | 0.13% | 84 |
|
|
2019
Q4 | $3.78M | Buy |
117,713
+103,226
| +713% | +$3.32M | 1.6% | 16 |
|
|
2019
Q3 | $414K | Sell |
14,487
-14,734
| -50% | -$421K | 0.13% | 80 |
|
|
2019
Q2 | $740K | Sell |
29,221
-7,848
| -21% | -$199K | 0.23% | 63 |
|
|
2019
Q1 | $878K | Buy |
37,069
+2,747
| +8% | +$65.1K | 0.29% | 59 |
|
|
2018
Q4 | $740K | Buy |
+34,322
| New | +$740K | 0.27% | 67 |
|
|
2017
Q1 | – | Sell |
-117,713
| Closed | -$3.78M | – | 102 |
|
|
2016
Q4 | $3.78M | Sell |
117,713
-966
| -0.8% | -$31K | 1.6% | 16 |
|
|
2016
Q3 | $3.64M | Sell |
118,679
-2,046
| -2% | -$62.8K | 1.65% | 21 |
|
|
2016
Q2 | $3.94M | Sell |
120,725
-1,368
| -1% | -$44.6K | 1.8% | 9 |
|
|
2016
Q1 | $3.61M | Buy |
122,093
+20,189
| +20% | +$597K | 1.64% | 21 |
|
|
2015
Q4 | $2.65M | Buy |
101,904
+1,386
| +1% | +$36K | 1.21% | 41 |
|
|
2015
Q3 | $2.47M | Buy |
+100,518
| New | +$2.47M | 1.21% | 43 |
|
|
2015
Q2 | – | Sell |
-102,842
| Closed | -$2.54M | – | 89 |
|
|
2015
Q1 | $2.54M | Buy |
102,842
+6,265
| +6% | +$154K | 1.14% | 50 |
|
|
2014
Q4 | $2.45M | Sell |
96,577
-2,429
| -2% | -$61.6K | 1.07% | 51 |
|
|
2014
Q3 | $2.64M | Sell |
99,006
-2,735
| -3% | -$72.8K | 1.24% | 49 |
|
|
2014
Q2 | $2.72M | Sell |
101,741
-1,142
| -1% | -$30.5K | 1.28% | 47 |
|
|
2014
Q1 | $2.73M | Sell |
102,883
-14,690
| -12% | -$389K | 1.36% | 43 |
|
|
2013
Q4 | $3.12M | Buy |
117,573
+500
| +0.4% | +$13.3K | 1.54% | 25 |
|
|
2013
Q3 | $2.99M | Buy |
117,073
+4,706
| +4% | +$120K | 1.6% | 26 |
|
|
2013
Q2 | $3M | Buy |
+112,367
| New | +$3M | 1.65% | 22 |
|