A detailed history of Mark Sheptoff Financial Planning, LLC transactions in At&T Inc. stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 13,292 shares of T stock, worth $299,468. This represents 0.16% of its overall portfolio holdings.

Number of Shares
13,292
Previous 13,292 -0.0%
Holding current value
$299,468
Previous $254,000 14.96%
% of portfolio
0.16%
Previous 0.14%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

SELL
$16.09 - $19.11 $181,623 - $215,713
-11,288 Reduced 45.92%
13,292 $254,000
Q1 2024

May 10, 2024

BUY
$16.23 - $18.04 $134,709 - $149,732
8,300 Added 50.98%
24,580 $432,000
Q3 2023

Nov 09, 2023

SELL
$13.45 - $16.12 $53,800 - $64,480
-4,000 Reduced 19.72%
16,280 $244,000
Q2 2023

Aug 10, 2023

SELL
$15.15 - $19.96 $453,197 - $597,083
-29,914 Reduced 59.6%
20,280 $323,000
Q1 2023

May 11, 2023

BUY
$18.13 - $20.42 $7,959 - $8,964
439 Added 0.88%
50,194 $966,000
Q4 2022

Feb 14, 2023

SELL
$14.76 - $19.3 $45,372 - $59,328
-3,074 Reduced 5.82%
49,755 $915,000
Q3 2022

Nov 08, 2022

SELL
$15.34 - $23.1 $279,816 - $421,367
-18,241 Reduced 25.67%
52,829 $810,000
Q2 2022

Aug 11, 2022

BUY
$17.92 - $21.32 $1.06 Million - $1.26 Million
59,100 Added 493.73%
71,070 $1.49 Million
Q1 2022

May 12, 2022

BUY
$17.29 - $20.63 $7,279 - $8,685
421 Added 3.65%
11,970 $283,000
Q4 2021

Feb 11, 2022

BUY
$16.74 - $20.66 $3,347 - $4,132
200 Added 1.76%
11,549 $284,000
Q3 2021

Nov 10, 2021

SELL
$20.36 - $22.08 $20,360 - $22,080
-1,000 Reduced 8.1%
11,349 $307,000
Q2 2021

Aug 12, 2021

SELL
$21.64 - $24.65 $302,094 - $344,114
-13,960 Reduced 53.06%
12,349 $355,000
Q1 2021

May 11, 2021

SELL
$21.06 - $23.21 $58,968 - $64,988
-2,800 Reduced 9.62%
26,309 $796,000
Q4 2020

Feb 11, 2021

SELL
$20.02 - $23.76 $2.64 Million - $3.14 Million
-132,108 Reduced 81.94%
29,109 $837,000
Q3 2020

Nov 12, 2020

SELL
$21.05 - $23.03 $36,669 - $40,118
-1,742 Reduced 1.07%
161,217 $4.6 Million
Q2 2020

Aug 10, 2020

SELL
$20.74 - $25.1 $58,009 - $70,204
-2,797 Reduced 1.69%
162,959 $4.93 Million
Q1 2020

May 07, 2020

BUY
$20.22 - $29.74 $110,623 - $162,707
5,471 Added 3.41%
165,756 $4.83 Million
Q4 2019

Feb 10, 2020

BUY
$27.81 - $29.93 $105,177 - $113,195
3,782 Added 2.42%
160,285 $6.26 Million
Q3 2019

Nov 12, 2019

BUY
$24.24 - $29.26 $606,824 - $732,494
25,034 Added 19.04%
156,503 $5.92 Million
Q2 2019

Aug 12, 2019

BUY
$22.89 - $25.31 $182,685 - $201,999
7,981 Added 6.46%
131,469 $4.41 Million
Q1 2019

May 10, 2019

BUY
$22.18 - $23.72 $320,944 - $343,228
14,470 Added 13.27%
123,488 $3.87 Million
Q4 2018

Feb 11, 2019

SELL
$20.66 - $25.77 $227,941 - $284,320
-11,033 Reduced 9.19%
109,018 $3.11 Million
Q3 2018

Nov 13, 2018

BUY
$22.85 - $25.61 $30,070 - $33,702
1,316 Added 1.11%
120,051 $4.03 Million
Q2 2018

Aug 09, 2018

BUY
$23.72 - $27.3 $372,048 - $428,200
15,685 Added 15.22%
118,735 $3.81 Million
Q1 2018

May 08, 2018

BUY
$26.2 - $29.58 $134,772 - $152,159
5,144 Added 5.25%
103,050 $3.67 Million
Q4 2017

Feb 09, 2018

SELL
$24.82 - $29.84 $47,977 - $57,680
-1,933 Reduced 1.94%
97,906 $3.81 Million
Q3 2017

Nov 09, 2017

BUY
$26.88 - $29.58 $2.68 Million - $2.95 Million
99,839
99,839 $3.91 Million

Others Institutions Holding T

About AT&T INC.


  • Ticker T
  • Exchange NYSE
  • Sector Communication Services
  • Industry Telecom Services
  • Shares Outstandng 7,126,000,128
  • Market Cap $161B
  • Description
  • AT&T Inc. provides telecommunications, media, and technology services worldwide. Its Communications segment offers wireless voice and data communications services; and sells handsets, wireless data cards, wireless computing devices, and carrying cases and hands-free devices through its own company-owned stores, agents, and third-party retail...
More about T
Track This Portfolio

Track Mark Sheptoff Financial Planning, LLC Portfolio

Follow Mark Sheptoff Financial Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mark Sheptoff Financial Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mark Sheptoff Financial Planning, LLC with notifications on news.