Lake Street Advisors Group’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.1M | Buy |
27,523
+1,143
| +4% | +$45.7K | 0.05% | 210 |
|
|
2024
Q3 | $1.18M | Sell |
26,380
-96
| -0.4% | -$4.31K | 0.05% | 191 |
|
|
2024
Q2 | $1.09M | Sell |
26,476
-481
| -2% | -$19.8K | 0.05% | 201 |
|
|
2024
Q1 | $1.13M | Buy |
26,957
+3,714
| +16% | +$156K | 0.05% | 209 |
|
|
2023
Q4 | $876K | Sell |
23,243
-1,698
| -7% | -$64K | 0.04% | 240 |
|
|
2023
Q3 | $808K | Sell |
24,941
-11,634
| -32% | -$377K | 0.05% | 177 |
|
|
2023
Q2 | $1.36M | Buy |
36,575
+3,325
| +10% | +$124K | 0.08% | 151 |
|
|
2023
Q1 | $1.29M | Buy |
33,250
+4,804
| +17% | +$187K | 0.08% | 146 |
|
|
2022
Q4 | $1.12M | Buy |
28,446
+4,074
| +17% | +$161K | 0.07% | 142 |
|
|
2022
Q3 | $925K | Sell |
24,372
-3,025
| -11% | -$115K | 0.07% | 154 |
|
|
2022
Q2 | $1.39M | Sell |
27,397
-10,532
| -28% | -$534K | 0.1% | 130 |
|
|
2022
Q1 | $1.93M | Buy |
37,929
+9,926
| +35% | +$506K | 0.12% | 113 |
|
|
2021
Q4 | $1.46M | Buy |
+28,003
| New | +$1.46M | 0.09% | 131 |
|
|
2021
Q3 | – | Sell |
-18,032
| Closed | -$1M | – | 431 |
|
|
2021
Q2 | $1M | Sell |
18,032
-2,030
| -10% | -$113K | 0.07% | 110 |
|
|
2021
Q1 | $1.17M | Sell |
20,062
-1,332
| -6% | -$77.5K | 0.09% | 93 |
|
|
2020
Q4 | $1.26M | Buy |
21,394
+678
| +3% | +$39.8K | 0.1% | 81 |
|
|
2020
Q3 | $1.23M | Buy |
20,716
+289
| +1% | +$17.2K | 0.12% | 78 |
|
|
2020
Q2 | $1.13M | Buy |
20,427
+1,103
| +6% | +$60.8K | 0.11% | 75 |
|
|
2020
Q1 | $1.04M | Buy |
19,324
+4,562
| +31% | +$245K | 0.13% | 68 |
|
|
2019
Q4 | $906K | Buy |
14,762
+878
| +6% | +$53.9K | 0.09% | 70 |
|
|
2019
Q3 | $760K | Buy |
13,884
+1,045
| +8% | +$57.2K | 0.08% | 69 |
|
|
2019
Q2 | $733K | Sell |
12,839
-267
| -2% | -$15.2K | 0.08% | 70 |
|
|
2019
Q1 | $775K | Sell |
13,106
-1,427
| -10% | -$84.4K | 0.08% | 69 |
|
|
2018
Q4 | $817K | Buy |
14,533
+4,191
| +41% | +$236K | 0.1% | 62 |
|
|
2018
Q3 | $552K | Sell |
10,342
-10,172
| -50% | -$543K | 0.06% | 87 |
|
|
2018
Q2 | $1.03M | Buy |
20,514
+1,086
| +6% | +$54.6K | 0.1% | 75 |
|
|
2018
Q1 | $929K | Buy |
19,428
+954
| +5% | +$45.6K | 0.1% | 72 |
|
|
2017
Q4 | $978K | Buy |
+18,474
| New | +$978K | 0.11% | 71 |
|