JNBA Financial Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $142K | Sell |
3,284
-343
| -9% | -$14.8K | 0.01% | 192 |
|
|
2025
Q1 | $165K | Hold |
3,627
| – | – | 0.02% | 185 |
|
|
2024
Q4 | $145K | Sell |
3,627
-16
| -0.4% | -$640 | 0.01% | 189 |
|
|
2024
Q3 | $164K | Sell |
3,643
-128
| -3% | -$5.75K | 0.02% | 191 |
|
|
2024
Q2 | $156K | Hold |
3,771
| – | – | 0.02% | 195 |
|
|
2024
Q1 | $158K | Buy |
3,771
+200
| +6% | +$8.39K | 0.02% | 198 |
|
|
2023
Q4 | $135K | Sell |
3,571
-587
| -14% | -$22.1K | 0.02% | 207 |
|
|
2023
Q3 | $135K | Sell |
4,158
-1,122
| -21% | -$36.4K | 0.02% | 207 |
|
|
2023
Q2 | $196K | Buy |
5,280
+719
| +16% | +$26.7K | 0.02% | 191 |
|
|
2023
Q1 | $177K | Hold |
4,561
| – | – | 0.02% | 196 |
|
|
2022
Q4 | $180K | Sell |
4,561
-790
| -15% | -$31.1K | 0.03% | 195 |
|
|
2022
Q3 | $203K | Sell |
5,351
-130
| -2% | -$4.93K | 0.03% | 180 |
|
|
2022
Q2 | $278K | Buy |
5,481
+232
| +4% | +$11.8K | 0.04% | 156 |
|
|
2022
Q1 | $267K | Buy |
5,249
+344
| +7% | +$17.5K | 0.04% | 166 |
|
|
2021
Q4 | $255K | Sell |
4,905
-906
| -16% | -$47.1K | 0.03% | 178 |
|
|
2021
Q3 | $314K | Sell |
5,811
-200
| -3% | -$10.8K | 0.04% | 159 |
|
|
2021
Q2 | $337K | Sell |
6,011
-24
| -0.4% | -$1.35K | 0.05% | 153 |
|
|
2021
Q1 | $351K | Buy |
6,035
+224
| +4% | +$13K | 0.05% | 141 |
|
|
2020
Q4 | $341K | Buy |
5,811
+36
| +0.6% | +$2.11K | 0.06% | 135 |
|
|
2020
Q3 | $344K | Hold |
5,775
| – | – | 0.07% | 117 |
|
|
2020
Q2 | $318K | Hold |
5,775
| – | – | 0.07% | 119 |
|
|
2020
Q1 | $310K | Hold |
5,775
| – | – | 0.07% | 114 |
|
|
2019
Q4 | $355K | Buy |
5,775
+799
| +16% | +$49.1K | 0.07% | 114 |
|
|
2019
Q3 | $300K | Sell |
4,976
-260
| -5% | -$15.7K | 0.06% | 117 |
|
|
2019
Q2 | $299K | Buy |
5,236
+100
| +2% | +$5.71K | 0.06% | 125 |
|
|
2019
Q1 | $304K | Sell |
5,136
-88
| -2% | -$5.21K | 0.07% | 116 |
|
|
2018
Q4 | $294K | Sell |
5,224
-21,663
| -81% | -$1.22M | 0.07% | 110 |
|
|
2018
Q3 | $1.44M | Buy |
26,887
+21,858
| +435% | +$1.17M | 0.64% | 49 |
|
|
2018
Q2 | $253K | Buy |
5,029
+13
| +0.3% | +$654 | 0.05% | 117 |
|
|
2018
Q1 | $240K | Buy |
5,016
+967
| +24% | +$46.3K | 0.05% | 114 |
|
|
2017
Q4 | $214K | Buy |
4,049
+12
| +0.3% | +$634 | 0.05% | 123 |
|
|
2017
Q3 | $200K | Buy |
4,037
+12
| +0.3% | +$595 | 0.04% | 119 |
|
|
2017
Q2 | $180K | Hold |
4,025
| – | – | 0.04% | 125 |
|
|
2017
Q1 | $196K | Sell |
4,025
-596
| -13% | -$29K | 0.05% | 115 |
|
|
2016
Q4 | $247K | Sell |
4,621
-17,419
| -79% | -$931K | 0.06% | 108 |
|
|
2016
Q3 | $1.15M | Buy |
22,040
+18,312
| +491% | +$952K | 0.17% | 43 |
|
|
2016
Q2 | $208K | Hold |
3,728
| – | – | 0.06% | 112 |
|
|
2016
Q1 | $202K | Hold |
3,728
| – | – | 0.07% | 99 |
|
|
2015
Q4 | $172K | Sell |
3,728
-397
| -10% | -$18.3K | 0.07% | 109 |
|
|
2015
Q3 | $179K | Buy |
4,125
+363
| +10% | +$15.8K | 0.08% | 97 |
|
|
2015
Q2 | $175K | Buy |
3,762
+27
| +0.7% | +$1.26K | 0.07% | 97 |
|
|
2015
Q1 | $182K | Hold |
3,735
| – | – | 0.07% | 98 |
|
|
2014
Q4 | $175K | Buy |
3,735
+75
| +2% | +$3.51K | 0.07% | 105 |
|
|
2014
Q3 | $183K | Buy |
3,660
+360
| +11% | +$18K | 0.08% | 98 |
|
|
2014
Q2 | $161K | Buy |
3,300
+193
| +6% | +$9.42K | 0.08% | 103 |
|
|
2014
Q1 | $148K | Sell |
3,107
-150
| -5% | -$7.15K | 0.08% | 100 |
|
|
2013
Q4 | $160K | Hold |
3,257
| – | – | 0.09% | 94 |
|
|
2013
Q3 | $152K | Sell |
3,257
-100
| -3% | -$4.67K | 0.09% | 93 |
|
|
2013
Q2 | $169K | Buy |
+3,357
| New | +$169K | 0.12% | 88 |
|