At&t shares owned by Summit Financial Strategies
Quarter-by-quarter ownership of At&t (T) shares owned by Summit Financial Strategies
from 13F filings
Historical chart of Summit Financial Strategies investment in At&t
Tip: Access up to 7 years of quarterly data
All positions including At&t held by Summit Financial Strategies consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in At&t by Summit Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $244k | 8.6k | 28.24 |
| 2025-06-30 | $252k | 8.7k | 28.94 |
| 2022-03-31 | $223k | 9.4k | 23.67 |
| 2021-09-30 | $313k | 12k | 27.03 |
| 2021-06-30 | $329k | 11k | 28.76 |
| 2021-03-31 | $348k | 12k | 30.23 |
| 2020-12-31 | $255k | 8.9k | 28.74 |
| 2020-09-30 | $229k | 8.0k | 28.51 |
| 2020-06-30 | $287k | 9.5k | 30.19 |
| 2020-03-31 | $236k | 8.1k | 29.10 |
| 2019-12-31 | $376k | 9.6k | 39.08 |
| 2019-09-30 | $402k | 11k | 37.85 |
| 2019-06-30 | $359k | 11k | 33.53 |
| 2019-03-31 | $386k | 12k | 31.33 |
| 2018-12-31 | $320k | 11k | 28.52 |
| 2018-09-30 | $378k | 11k | 33.61 |
| 2018-06-30 | $332k | 10k | 32.07 |
| 2018-03-31 | $407k | 11k | 35.61 |
| 2017-12-31 | $442k | 11k | 38.88 |
| 2017-09-30 | $488k | 13k | 39.19 |
| 2017-06-30 | $469k | 12k | 37.76 |
| 2017-03-31 | $473k | 11k | 41.52 |
| 2016-12-31 | $539k | 13k | 42.53 |
| 2016-09-30 | $482k | 12k | 40.59 |
| 2016-06-30 | $520k | 12k | 43.20 |
| 2016-03-31 | $432k | 11k | 39.14 |
| 2015-09-30 | $408k | 13k | 32.58 |
| 2015-06-30 | $435k | 12k | 35.48 |
| 2015-03-31 | $404k | 12k | 32.67 |
| 2014-12-31 | $409k | 12k | 33.56 |
More positions owned by Summit Financial Strategies
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