HBK Sorce Advisory’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.78M | Buy |
133,620
+15,904
| +14% | +$688K | 0.16% | 61 |
|
|
2025
Q1 | $5.34M | Buy |
117,716
+5,707
| +5% | +$259K | 0.16% | 62 |
|
|
2024
Q4 | $4.48M | Buy |
112,009
+19,462
| +21% | +$778K | 0.14% | 73 |
|
|
2024
Q3 | $4.16M | Buy |
92,547
+494
| +0.5% | +$22.2K | 0.13% | 73 |
|
|
2024
Q2 | $3.8M | Buy |
92,053
+1,778
| +2% | +$73.3K | 0.13% | 73 |
|
|
2024
Q1 | $3.79M | Buy |
90,275
+4,420
| +5% | +$185K | 0.13% | 77 |
|
|
2023
Q4 | $3.24M | Buy |
85,855
+885
| +1% | +$33.4K | 0.12% | 85 |
|
|
2023
Q3 | $2.75M | Buy |
84,970
+14,469
| +21% | +$469K | 0.12% | 99 |
|
|
2023
Q2 | $2.62M | Sell |
70,501
-237
| -0.3% | -$8.81K | 0.11% | 110 |
|
|
2023
Q1 | $2.75M | Sell |
70,738
-69,104
| -49% | -$2.69M | 0.12% | 108 |
|
|
2022
Q4 | $5.51M | Buy |
139,842
+73,345
| +110% | +$2.89M | 0.15% | 97 |
|
|
2022
Q3 | $2.53M | Sell |
66,497
-832
| -1% | -$31.6K | 0.17% | 96 |
|
|
2022
Q2 | $3.42M | Sell |
67,329
-8,698
| -11% | -$441K | 0.25% | 55 |
|
|
2022
Q1 | $3.87M | Sell |
76,027
-7,795
| -9% | -$397K | 0.21% | 67 |
|
|
2021
Q4 | $4.36M | Sell |
83,822
-2,996
| -3% | -$156K | 0.22% | 66 |
|
|
2021
Q3 | $4.69M | Buy |
86,818
+1,168
| +1% | +$63.1K | 0.26% | 54 |
|
|
2021
Q2 | $4.8M | Buy |
85,650
+686
| +0.8% | +$38.4K | 0.26% | 55 |
|
|
2021
Q1 | $4.94M | Buy |
84,964
+1,240
| +1% | +$72.1K | 0.29% | 49 |
|
|
2020
Q4 | $4.92M | Sell |
83,724
-5,247
| -6% | -$308K | 0.3% | 40 |
|
|
2020
Q3 | $5.29M | Buy |
88,971
+465
| +0.5% | +$27.7K | 0.38% | 33 |
|
|
2020
Q2 | $4.88M | Buy |
88,506
+6,362
| +8% | +$351K | 0.36% | 41 |
|
|
2020
Q1 | $4.41M | Buy |
82,144
+3,684
| +5% | +$198K | 0.43% | 32 |
|
|
2019
Q4 | $4.82M | Buy |
78,460
+2,256
| +3% | +$139K | 0.42% | 43 |
|
|
2019
Q3 | $4.6M | Buy |
76,204
+2,025
| +3% | +$122K | 0.44% | 38 |
|
|
2019
Q2 | $4.24M | Buy |
74,179
+4,965
| +7% | +$284K | 0.41% | 46 |
|
|
2019
Q1 | $4.09M | Buy |
69,214
+337
| +0.5% | +$19.9K | 0.41% | 47 |
|
|
2018
Q4 | $3.87M | Buy |
68,877
+4,182
| +6% | +$235K | 0.44% | 47 |
|
|
2018
Q3 | $3.45M | Buy |
64,695
+879
| +1% | +$46.9K | 0.39% | 49 |
|
|
2018
Q2 | $3.21M | Sell |
63,816
-1,431
| -2% | -$72K | 0.37% | 53 |
|
|
2018
Q1 | $3.12M | Buy |
65,247
+793
| +1% | +$37.9K | 0.39% | 49 |
|
|
2017
Q4 | $3.41M | Buy |
64,454
+8,845
| +16% | +$468K | 0.4% | 43 |
|
|
2017
Q3 | $2.75M | Buy |
55,609
+3,830
| +7% | +$190K | 0.42% | 39 |
|
|
2017
Q2 | $2.31M | Buy |
+51,779
| New | +$2.31M | 0.37% | 45 |
|
|
2017
Q1 | – | Sell |
-55,853
| Closed | -$2.98M | – | 289 |
|
|
2016
Q4 | $2.98M | Buy |
55,853
+1,090
| +2% | +$58.2K | 0.54% | 32 |
|
|
2016
Q3 | $2.85M | Buy |
54,763
+94
| +0.2% | +$4.89K | 0.57% | 29 |
|
|
2016
Q2 | $3.05M | Buy |
54,669
+7,466
| +16% | +$417K | 0.65% | 24 |
|
|
2016
Q1 | $2.55M | Buy |
47,203
+728
| +2% | +$39.4K | 0.6% | 24 |
|
|
2015
Q4 | $2.15M | Sell |
46,475
-175
| -0.4% | -$8.09K | 0.56% | 27 |
|
|
2015
Q3 | $2.03M | Sell |
46,650
-263
| -0.6% | -$11.4K | 0.66% | 20 |
|
|
2015
Q2 | $2.19M | Sell |
46,913
-289
| -0.6% | -$13.5K | 0.74% | 20 |
|
|
2015
Q1 | $2.3M | Buy |
47,202
+393
| +0.8% | +$19.1K | 0.78% | 17 |
|
|
2014
Q4 | $2.19M | Buy |
46,809
+4,968
| +12% | +$232K | 0.75% | 22 |
|
|
2014
Q3 | $2.09M | Sell |
41,841
-421
| -1% | -$21K | 0.76% | 21 |
|
|
2014
Q2 | $2.07M | Buy |
42,262
+4,124
| +11% | +$202K | 0.72% | 22 |
|
|
2014
Q1 | $1.81M | Buy |
38,138
+8,051
| +27% | +$383K | 0.66% | 26 |
|
|
2013
Q4 | $1.48M | Buy |
30,087
+44
| +0.1% | +$2.16K | 0.53% | 31 |
|
|
2013
Q3 | $1.4M | Sell |
30,043
-28,615
| -49% | -$1.34M | 0.58% | 25 |
|
|
2013
Q2 | $2.95M | Buy |
+58,658
| New | +$2.95M | 0.64% | 24 |
|