Capstone Triton Financial Group’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-58,516
| Closed | -$2.18M | – | 110 |
|
|
2023
Q2 | $2.18M | Buy |
58,516
+1,227
| +2% | +$45.6K | 1.5% | 24 |
|
|
2023
Q1 | $2.23M | Buy |
57,289
+1,670
| +3% | +$64.9K | 1.68% | 21 |
|
|
2022
Q4 | $2.19M | Sell |
55,619
-13,568
| -20% | -$535K | 1.76% | 20 |
|
|
2022
Q3 | $2.63M | Sell |
69,187
-3,117
| -4% | -$118K | 2.25% | 10 |
|
|
2022
Q2 | $3.45M | Buy |
72,304
+779
| +1% | +$37.1K | 2.6% | 7 |
|
|
2022
Q1 | $3.47M | Buy |
+71,525
| New | +$3.47M | 2.42% | 8 |
|
|
2021
Q4 | – | Sell |
-61,348
| Closed | -$3.23M | – | 121 |
|
|
2021
Q3 | $3.23M | Buy |
61,348
+4,956
| +9% | +$261K | 1.94% | 12 |
|
|
2021
Q2 | $3.16M | Buy |
56,392
+7,289
| +15% | +$408K | 1.94% | 11 |
|
|
2021
Q1 | $2.86M | Buy |
49,103
+537
| +1% | +$31.2K | 1.89% | 14 |
|
|
2020
Q4 | $2.85M | Buy |
+48,566
| New | +$2.85M | 1.75% | 11 |
|