Krilogy Financial’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$620K Sell
14,328
-7,986
-36% -$346K 0.04% 210
2025
Q1
$1.01M Buy
22,314
+2,833
+15% +$129K 0.07% 169
2024
Q4
$779K Buy
19,481
+4,877
+33% +$195K 0.05% 178
2024
Q3
$656K Buy
14,604
+665
+5% +$29.9K 0.05% 186
2024
Q2
$575K Sell
13,939
-148
-1% -$6.1K 0.04% 201
2024
Q1
$591K Sell
14,087
-773
-5% -$32.4K 0.05% 197
2023
Q4
$560K Buy
14,860
+1,173
+9% +$44.2K 0.05% 180
2023
Q3
$444K Sell
13,687
-11,037
-45% -$358K 0.04% 184
2023
Q2
$919K Buy
24,724
+1,547
+7% +$57.5K 0.08% 155
2023
Q1
$901K Sell
23,177
-4,776
-17% -$186K 0.08% 192
2022
Q4
$1.1M Buy
27,953
+13,808
+98% +$544K 0.1% 156
2022
Q3
$537K Sell
14,145
-686
-5% -$26K 0.06% 196
2022
Q2
$753K Buy
14,831
+1,911
+15% +$97K 0.09% 156
2022
Q1
$658K Buy
12,920
+3,314
+34% +$169K 0.07% 173
2021
Q4
$499K Sell
9,606
-70
-0.7% -$3.64K 0.05% 190
2021
Q3
$523K Buy
9,676
+258
+3% +$13.9K 0.05% 186
2021
Q2
$528K Buy
9,418
+614
+7% +$34.4K 0.05% 174
2021
Q1
$512K Buy
8,804
+429
+5% +$24.9K 0.05% 168
2020
Q4
$492K Buy
8,375
+36
+0.4% +$2.12K 0.06% 179
2020
Q3
$496K Sell
8,339
-318
-4% -$18.9K 0.07% 161
2020
Q2
$477K Sell
8,657
-303
-3% -$16.7K 0.07% 155
2020
Q1
$481K Buy
8,960
+262
+3% +$14.1K 0.09% 129
2019
Q4
$534K Buy
8,698
+220
+3% +$13.5K 0.09% 121
2019
Q3
$512K Buy
8,478
+843
+11% +$50.9K 0.09% 115
2019
Q2
$436K Buy
7,635
+1,200
+19% +$68.5K 0.08% 116
2019
Q1
$380K Buy
+6,435
New +$380K 0.08% 119
2018
Q4
Sell
-3,101
Closed -$166K 687
2018
Q3
$166K Buy
+3,101
New +$166K 0.04% 162
2018
Q2
Sell
-2,575
Closed -$123K 659
2018
Q1
$123K Buy
2,575
+149
+6% +$7.12K 0.03% 204
2017
Q4
$128K Sell
2,426
-1,126
-32% -$59.4K 0.03% 195
2017
Q3
$176K Sell
3,552
-53
-1% -$2.63K 0.04% 176
2017
Q2
$161K Sell
3,605
-1,183
-25% -$52.8K 0.05% 155
2017
Q1
$256K Hold
4,788
0.08% 108
2016
Q4
$256K Sell
4,788
-558
-10% -$29.8K 0.08% 108
2016
Q3
$278K Sell
5,346
-886
-14% -$46.1K 0.09% 97
2016
Q2
$348K Buy
6,232
+2,096
+51% +$117K 0.12% 88
2016
Q1
$224K Buy
4,136
+1,971
+91% +$107K 0.09% 98
2015
Q4
$100K Buy
2,165
+302
+16% +$13.9K 0.09% 90
2015
Q3
$81K Buy
+1,863
New +$81K 0.04% 154