Colonial Trust’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.53M Sell
35,344
-5,332
-13% -$231K 0.22% 97
2025
Q1
$1.85M Sell
40,676
-5,565
-12% -$252K 0.29% 85
2024
Q4
$1.85M Sell
46,241
-13,895
-23% -$556K 0.27% 87
2024
Q3
$2.7M Buy
60,136
+5,774
+11% +$259K 0.42% 65
2024
Q2
$2.24M Buy
54,362
+3,129
+6% +$129K 0.39% 65
2024
Q1
$2.15M Sell
51,233
-4,556
-8% -$191K 0.4% 64
2023
Q4
$2.1M Sell
55,789
-2,684
-5% -$101K 0.44% 59
2023
Q3
$1.9M Sell
58,473
-3,355
-5% -$109K 0.47% 59
2023
Q2
$2.3M Sell
61,828
-1,911
-3% -$71.1K 0.55% 56
2023
Q1
$2.48M Buy
63,739
+335
+0.5% +$13K 0.63% 49
2022
Q4
$2.5M Buy
63,404
+471
+0.7% +$18.6K 0.68% 48
2022
Q3
$2.39M Buy
+62,933
New +$2.39M 0.76% 41