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At&t shares owned by Capstone Financial Advisors

Quarter-by-quarter ownership of At&t (T) shares owned by Capstone Financial Advisors from 13F filings

Historical chart of Capstone Financial Advisors investment in At&t

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All positions including At&t held by Capstone Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in At&t by Capstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $437k 29k 15.02
2023-06-30 $319k 20k 15.95
2023-03-31 $281k 15k 19.25
2022-12-31 $361k 20k 18.41
2022-09-30 $348k 23k 15.34
2022-06-30 $471k 23k 20.97
2022-03-31 $560k 24k 23.63
2021-09-30 $617k 23k 27.00
2021-06-30 $600k 21k 28.79
2021-03-31 $678k 22k 30.28
2020-12-31 $584k 20k 28.78
2020-09-30 $558k 20k 28.53
2020-06-30 $258k 8.5k 30.19
2020-03-31 $249k 8.5k 29.19
2019-12-31 $351k 9.0k 39.05
2019-09-30 $318k 8.4k 37.88
2019-06-30 $315k 9.4k 33.50
2019-03-31 $267k 8.5k 31.39
2018-12-31 $224k 7.8k 28.55
2018-09-30 $494k 15k 33.58
2018-06-30 $693k 22k 32.10
2018-03-31 $766k 22k 35.67
2017-12-31 $830k 21k 38.88
2017-09-30 $832k 21k 39.16
2017-06-30 $807k 21k 37.75
2017-03-31 $907k 22k 41.56
2016-12-31 $925k 22k 42.54
2016-09-30 $977k 24k 40.59
2016-06-30 $1.2M 27k 43.19
2016-03-31 $1.0M 27k 39.19
2015-12-31 $912k 27k 34.40
2015-09-30 $1.0M 31k 32.57
2015-06-30 $943k 27k 35.53
2015-03-31 $977k 30k 32.65
2014-12-31 $946k 28k 33.59
2014-09-30 $954k 27k 35.23
2014-06-30 $884k 25k 35.36
2014-03-31 $863k 25k 35.07
2013-12-31 $626k 18k 35.18

More positions owned by Capstone Financial Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Flexshares Tr Stoxx Globr Inf (NFRA)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust World Ex Us Core (DFAX)
Ishares Tr Core Msci Total (IXUS)
McDonald's Corporation (MCD)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Flexshares Tr M Star Dev Mkt (TLTD)
Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Flexshares Tr Mornstar Usmkt (TILT)
Ishares Tr Global Reit Etf (REET)

View all positions for Capstone Financial Advisors

Top funds holding At&t

Vanguard Group
Newport Trust
Bank of New York Mellon
Norges Bank Investment Management
Citadel Advisors
Legal & General Group
Bank of America Corporation
Goldman Sachs Group
Arrowstreet Capital, Limited Partnership
Charles Schwab Investment Management
Dimensional Fund Advisors
Royal Bank of Canada
CalPERS
Ubs Global Asset Management Americas
LSV Asset Management

View all funds holding At&t