FinTrust Capital Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $1.85M | Buy |
41,149
+2,587
| +7% | +$116K | 0.31% | 73 |
|
2024
Q2 | $1.59M | Sell |
38,562
-13
| -0% | -$536 | 0.29% | 70 |
|
2024
Q1 | $1.62M | Buy |
38,575
+63
| +0.2% | +$2.64K | 0.31% | 66 |
|
2023
Q4 | $1.45M | Sell |
38,512
-8,381
| -18% | -$316K | 0.29% | 73 |
|
2023
Q3 | $1.52M | Buy |
46,893
+10,694
| +30% | +$347K | 0.34% | 63 |
|
2023
Q2 | $1.43M | Hold |
36,199
| – | – | 0.34% | 73 |
|
2023
Q1 | $1.43M | Hold |
36,199
| – | – | 0.35% | 69 |
|
2022
Q4 | $1.43M | Sell |
36,199
-4,883
| -12% | -$192K | 0.34% | 71 |
|
2022
Q3 | $1.52M | Sell |
41,082
-156
| -0.4% | -$5.78K | 0.39% | 63 |
|
2022
Q2 | $1.83M | Sell |
41,238
-206
| -0.5% | -$9.16K | 0.46% | 52 |
|
2022
Q1 | $2.11M | Buy |
41,444
+2,138
| +5% | +$109K | 0.48% | 44 |
|
2021
Q4 | $2.04M | Buy |
39,306
+3,979
| +11% | +$207K | 0.49% | 50 |
|
2021
Q3 | $1.91M | Buy |
35,327
+2,093
| +6% | +$113K | 0.5% | 47 |
|
2021
Q2 | $1.86M | Buy |
33,234
+820
| +3% | +$45.9K | 0.49% | 51 |
|
2021
Q1 | $1.89M | Buy |
32,414
+2,681
| +9% | +$156K | 0.54% | 52 |
|
2020
Q4 | $1.75M | Buy |
29,733
+289
| +1% | +$17K | 0.56% | 49 |
|
2020
Q3 | $1.75K | Sell |
29,444
-2,249
| -7% | -$134 | 0.34% | 42 |
|
2020
Q2 | $1.75M | Buy |
31,693
+2,180
| +7% | +$120K | 0.69% | 37 |
|
2020
Q1 | $1.59M | Sell |
29,513
-462
| -2% | -$24.8K | 0.77% | 22 |
|
2019
Q4 | $1.84M | Buy |
29,975
+156
| +0.5% | +$9.58K | 0.74% | 22 |
|
2019
Q3 | $1.8M | Sell |
29,819
-847
| -3% | -$51.1K | 0.61% | 20 |
|
2019
Q2 | $1.75M | Sell |
30,666
-3,084
| -9% | -$176K | 0.7% | 21 |
|
2019
Q1 | $2M | Sell |
33,750
-2,220
| -6% | -$131K | 0.84% | 16 |
|
2018
Q4 | $2.02M | Buy |
+35,970
| New | +$2.02M | 1% | 15 |
|