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