Kelly Financial Services’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $315K | Buy |
7,288
+265
| +4% | +$11.5K | 0.09% | 84 |
|
|
2025
Q1 | $319K | Buy |
7,023
+444
| +7% | +$20.1K | 0.11% | 80 |
|
|
2024
Q4 | $263K | Buy |
6,579
+546
| +9% | +$21.8K | 0.09% | 95 |
|
|
2024
Q3 | $271K | Buy |
6,033
+832
| +16% | +$37.4K | 0.1% | 92 |
|
|
2024
Q2 | $214K | Buy |
5,201
+494
| +10% | +$20.4K | 0.08% | 103 |
|
|
2024
Q1 | $198K | Buy |
4,707
+349
| +8% | +$14.6K | 0.08% | 108 |
|
|
2023
Q4 | $164K | Sell |
4,358
-948
| -18% | -$35.7K | 0.07% | 106 |
|
|
2023
Q3 | $172K | Buy |
5,306
+713
| +16% | +$23.1K | 0.08% | 96 |
|
|
2023
Q2 | $171K | Buy |
4,593
+551
| +14% | +$20.5K | 0.08% | 91 |
|
|
2023
Q1 | $157K | Buy |
4,042
+425
| +12% | +$16.5K | 0.08% | 88 |
|
|
2022
Q4 | $142K | Buy |
3,617
+49
| +1% | +$1.93K | 0.08% | 99 |
|
|
2022
Q3 | $135K | Buy |
3,568
+286
| +9% | +$10.9K | 0.08% | 92 |
|
|
2022
Q2 | $167K | Buy |
3,282
+13
| +0.4% | +$660 | 0.09% | 88 |
|
|
2022
Q1 | $167K | Sell |
3,269
-139
| -4% | -$7.08K | 0.08% | 90 |
|
|
2021
Q4 | $177K | Buy |
3,408
+199
| +6% | +$10.3K | 0.08% | 87 |
|
|
2021
Q3 | $173K | Sell |
3,209
-207,630
| -98% | -$11.2M | 0.1% | 70 |
|
|
2021
Q2 | $3.76M | Buy |
210,839
+207,075
| +5,501% | +$3.7M | 0.15% | 44 |
|
|
2021
Q1 | $219K | Buy |
3,764
+13
| +0.3% | +$756 | 0.14% | 45 |
|
|
2020
Q4 | $220K | Buy |
3,751
+12
| +0.3% | +$705 | 0.15% | 36 |
|
|
2020
Q3 | $222K | Sell |
3,739
-38
| -1% | -$2.26K | 0.16% | 27 |
|
|
2020
Q2 | $208K | Buy |
3,777
+11
| +0.3% | +$606 | 0.16% | 28 |
|
|
2020
Q1 | $202K | Sell |
3,766
-293
| -7% | -$15.7K | 0.25% | 20 |
|
|
2019
Q4 | $249K | Buy |
4,059
+7
| +0.2% | +$430 | 0.19% | 24 |
|
|
2019
Q3 | $245K | Buy |
4,052
+505
| +14% | +$30.5K | 0.22% | 23 |
|
|
2019
Q2 | $203K | Buy |
3,547
+5
| +0.1% | +$286 | 0.18% | 26 |
|
|
2019
Q1 | $209K | Buy |
+3,542
| New | +$209K | 0.23% | 24 |
|