CFSG
Community Financial Services Group’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,837
| Closed | -$313K | – | 117 |
|
|
2024
Q4 | $313K | Sell |
7,837
-2,529
| -24% | -$101K | 0.06% | 102 |
|
|
2024
Q3 | $466K | Sell |
10,366
-219
| -2% | -$9.84K | 0.1% | 97 |
|
|
2024
Q2 | $437K | Sell |
10,585
-2,162
| -17% | -$89.2K | 0.09% | 99 |
|
|
2024
Q1 | $535K | Buy |
+12,747
| New | +$535K | 0.12% | 106 |
|
|
2023
Q3 | $1.95M | Buy |
+60,190
| New | +$1.95M | 0.49% | 42 |
|
|
2021
Q4 | $2.48M | Sell |
47,757
-82,429
| -63% | -$4.28M | 0.62% | 41 |
|
|
2021
Q3 | $7.03M | Buy |
130,186
+5,417
| +4% | +$293K | 1.91% | 19 |
|
|
2021
Q2 | $6.99M | Buy |
124,769
+3,314
| +3% | +$186K | 1.95% | 19 |
|
|
2021
Q1 | $7.06M | Buy |
121,455
+3,858
| +3% | +$224K | 2.09% | 17 |
|
|
2020
Q4 | $6.91M | Sell |
117,597
-33
| -0% | -$1.94K | 2.17% | 17 |
|
|
2020
Q3 | $7M | Sell |
117,630
-1,444
| -1% | -$85.9K | 2.58% | 15 |
|
|
2020
Q2 | $6.57M | Sell |
119,074
-3,328
| -3% | -$183K | 2.5% | 11 |
|
|
2020
Q1 | $6.58M | Buy |
122,402
+6,160
| +5% | +$331K | 2.24% | 17 |
|
|
2019
Q4 | $7.14M | Buy |
116,242
+1,890
| +2% | +$116K | 1.85% | 25 |
|
|
2019
Q3 | $6.9M | Buy |
114,352
+2,341
| +2% | +$141K | 2% | 21 |
|
|
2019
Q2 | $6.4M | Sell |
112,011
-1,728
| -2% | -$98.7K | 2.19% | 21 |
|
|
2019
Q1 | $6.73M | Buy |
113,739
+2,693
| +2% | +$159K | 2.29% | 20 |
|
|
2018
Q4 | $6.24M | Buy |
111,046
+3,645
| +3% | +$205K | 2.37% | 19 |
|
|
2018
Q3 | $5.74M | Sell |
107,401
-1,964
| -2% | -$105K | 1.96% | 24 |
|
|
2018
Q2 | $5.5M | Buy |
109,365
+4,080
| +4% | +$205K | 1.97% | 25 |
|
|
2018
Q1 | $5.03M | Sell |
105,285
-327
| -0.3% | -$15.6K | 1.97% | 27 |
|
|
2017
Q4 | $5.59M | Buy |
105,612
+1,542
| +1% | +$81.6K | 2.17% | 24 |
|
|
2017
Q3 | $5.15M | Buy |
104,070
+2,939
| +3% | +$145K | 2.11% | 24 |
|
|
2017
Q2 | $4.52M | Buy |
101,131
+3,709
| +4% | +$166K | 1.98% | 27 |
|
|
2017
Q1 | $4.75M | Buy |
97,422
+1,663
| +2% | +$81.1K | 2.13% | 22 |
|
|
2016
Q4 | $5.11M | Sell |
95,759
-14,871
| -13% | -$794K | 2.41% | 21 |
|
|
2016
Q3 | $5.75M | Buy |
110,630
+14,464
| +15% | +$752K | 2.72% | 15 |
|
|
2016
Q2 | $5.37M | Sell |
96,166
-1,776
| -2% | -$99.2K | 2.65% | 14 |
|
|
2016
Q1 | $5.3M | Sell |
97,942
-4,520
| -4% | -$244K | 2.59% | 16 |
|
|
2015
Q4 | $4.74M | Buy |
102,462
+646
| +0.6% | +$29.9K | 2.32% | 20 |
|
|
2015
Q3 | $4.43M | Buy |
101,816
+755
| +0.7% | +$32.9K | 2.2% | 17 |
|
|
2015
Q2 | $4.71M | Buy |
101,061
+327
| +0.3% | +$15.2K | 2.24% | 16 |
|
|
2015
Q1 | $4.9M | Buy |
100,734
+1,209
| +1% | +$58.8K | 2.3% | 16 |
|
|
2014
Q4 | $4.66M | Buy |
99,525
+1,855
| +2% | +$86.8K | 2.14% | 18 |
|
|
2014
Q3 | $4.88M | Buy |
97,670
+2,099
| +2% | +$105K | 2.41% | 16 |
|
|
2014
Q2 | $4.68M | Buy |
95,571
+1,412
| +1% | +$69.1K | 2.32% | 17 |
|
|
2014
Q1 | $4.48M | Buy |
94,159
+763
| +0.8% | +$36.3K | 2.21% | 23 |
|
|
2013
Q4 | $4.59M | Buy |
93,396
+722
| +0.8% | +$35.5K | 2.48% | 18 |
|
|
2013
Q3 | $4.33M | Buy |
92,674
+1,965
| +2% | +$91.7K | 2.41% | 13 |
|
|
2013
Q2 | $4.57M | Buy |
+90,709
| New | +$4.57M | 2.72% | 9 |
|