VFA
Valeo Financial Advisors’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.89M | Buy |
168,805
+31,203
| +23% | +$903K | 0.12% | 97 |
|
|
2025
Q1 | $3.89M | Sell |
137,602
-5,471
| -4% | -$155K | 0.11% | 90 |
|
|
2024
Q4 | $3.26M | Sell |
143,073
-922
| -0.6% | -$21K | 0.09% | 106 |
|
|
2024
Q3 | $3.17M | Sell |
143,995
-4,298
| -3% | -$94.6K | 0.09% | 110 |
|
|
2024
Q2 | $2.83M | Sell |
148,293
-15,782
| -10% | -$302K | 0.09% | 115 |
|
|
2024
Q1 | $2.76M | Sell |
164,075
-2,732
| -2% | -$45.9K | 0.1% | 107 |
|
|
2023
Q4 | $2.8M | Sell |
166,807
-21,370
| -11% | -$359K | 0.11% | 103 |
|
|
2023
Q3 | $2.83M | Sell |
188,177
-9,757
| -5% | -$147K | 0.13% | 93 |
|
|
2023
Q2 | $3.05M | Sell |
197,934
-16,486
| -8% | -$254K | 0.14% | 90 |
|
|
2023
Q1 | $4M | Buy |
214,420
+38,585
| +22% | +$719K | 0.19% | 74 |
|
|
2022
Q4 | $3.11M | Sell |
175,835
-41,549
| -19% | -$736K | 0.17% | 76 |
|
|
2022
Q3 | $3.23M | Buy |
217,384
+45,432
| +26% | +$676K | 0.21% | 66 |
|
|
2022
Q2 | $3.6M | Sell |
171,952
-7,019
| -4% | -$147K | 0.23% | 66 |
|
|
2022
Q1 | $4.23M | Buy |
178,971
+9,960
| +6% | +$235K | 0.21% | 69 |
|
|
2021
Q4 | $4.16M | Sell |
169,011
-8,282
| -5% | -$204K | 0.23% | 65 |
|
|
2021
Q3 | $4.79M | Buy |
177,293
+7,965
| +5% | +$215K | 0.27% | 54 |
|
|
2021
Q2 | $4.87M | Buy |
169,328
+5,132
| +3% | +$148K | 0.3% | 52 |
|
|
2021
Q1 | $4.97M | Sell |
164,196
-30,243
| -16% | -$915K | 0.23% | 52 |
|
|
2020
Q4 | $4.51M | Buy |
194,439
+9,936
| +5% | +$230K | 0.23% | 53 |
|
|
2020
Q3 | $5.26M | Sell |
184,503
-3,863
| -2% | -$110K | 0.46% | 32 |
|
|
2020
Q2 | $5.69M | Sell |
188,366
-675
| -0.4% | -$20.4K | 0.52% | 28 |
|
|
2020
Q1 | $5.8M | Sell |
189,041
-3,614
| -2% | -$111K | 0.62% | 27 |
|
|
2019
Q4 | $7.53M | Sell |
192,655
-8,343
| -4% | -$326K | 0.73% | 20 |
|
|
2019
Q3 | $7.61M | Sell |
200,998
-3,714
| -2% | -$141K | 0.84% | 18 |
|
|
2019
Q2 | $6.86M | Buy |
204,712
+4,987
| +2% | +$167K | 0.79% | 19 |
|
|
2019
Q1 | $6.26M | Buy |
199,725
+14,184
| +8% | +$445K | 0.76% | 21 |
|
|
2018
Q4 | $5.3M | Sell |
185,541
-8,867
| -5% | -$253K | 0.74% | 24 |
|
|
2018
Q3 | $5.96M | Buy |
194,408
+13,433
| +7% | +$412K | 0.8% | 22 |
|
|
2018
Q2 | $5.83M | Buy |
180,975
+26,039
| +17% | +$839K | 0.82% | 20 |
|
|
2018
Q1 | $5.52M | Buy |
154,936
+29,921
| +24% | +$1.07M | 0.89% | 18 |
|
|
2017
Q4 | $4.86M | Buy |
125,015
+44,291
| +55% | +$1.72M | 0.8% | 23 |
|
|
2017
Q3 | $3.16M | Buy |
+80,724
| New | +$3.16M | 0.72% | 27 |
|