Lee Financial’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,371
| Closed | -$89.4K | – | 813 |
|
|
2023
Q4 | $89.4K | Buy |
2,371
+98
| +4% | +$3.47K | 0.02% | 186 |
|
|
2023
Q3 | $73.7K | Buy |
2,273
+205
| +10% | +$6.93K | 0.01% | 182 |
|
|
2023
Q2 | $76.9K | Sell |
2,068
-1,441
| -41% | -$53.3K | 0.01% | 189 |
|
|
2023
Q1 | $136K | Sell |
3,509
-562
| -14% | -$22.2K | 0.02% | 148 |
|
|
2022
Q4 | $160K | Buy |
4,071
+500
| +14% | +$18.8K | 0.03% | 160 |
|
|
2022
Q3 | $136K | Buy |
3,571
+798
| +29% | +$35.5K | 0.03% | 167 |
|
|
2022
Q2 | $141K | Buy |
2,773
+116
| +4% | +$5.87K | 0.03% | 165 |
|
|
2022
Q1 | $135K | Buy |
2,657
+716
| +37% | +$37.9K | 0.02% | 171 |
|
|
2021
Q4 | $101K | Sell |
1,941
-92
| -5% | -$4.8K | 0.02% | 190 |
|
|
2021
Q3 | $110K | Sell |
2,033
-273
| -12% | -$15.1K | 0.02% | 174 |
|
|
2021
Q2 | $129K | Sell |
2,306
-524
| -19% | -$30.1K | 0.03% | 163 |
|
|
2021
Q1 | $165K | Buy |
2,830
+5
| +0.2% | +$282 | 0.04% | 140 |
|
|
2020
Q4 | $166K | Sell |
2,825
-2,281
| -45% | -$135K | 0.04% | 127 |
|
|
2020
Q3 | $304K | Buy |
5,106
+235
| +5% | +$13.7K | 0.08% | 100 |
|
|
2020
Q2 | $269K | Buy |
4,871
+306
| +7% | +$17.2K | 0.07% | 103 |
|
|
2020
Q1 | $245K | Sell |
4,565
-899
| -16% | -$51.4K | 0.08% | 98 |
|
|
2019
Q4 | $335K | Sell |
5,464
-619
| -10% | -$37.3K | 0.07% | 101 |
|
|
2019
Q3 | $367K | Buy |
6,083
+106
| +2% | +$6.11K | 0.08% | 95 |
|
|
2019
Q2 | $341K | Buy |
5,977
+7
| +0.1% | +$403 | 0.08% | 100 |
|
|
2019
Q1 | $353K | Buy |
5,970
+1,328
| +29% | +$75.2K | 0.08% | 93 |
|
|
2018
Q4 | $261K | Buy |
4,642
+6
| +0.1% | +$340 | 0.07% | 101 |
|
|
2018
Q3 | $248K | Sell |
4,636
-1,410
| -23% | -$74.6K | 0.06% | 117 |
|
|
2018
Q2 | $304K | Buy |
6,046
+18
| +0.3% | +$871 | 0.07% | 120 |
|
|
2018
Q1 | $289K | Buy |
6,028
+1,477
| +32% | +$74.2K | 0.07% | 131 |
|
|
2017
Q4 | $241K | Sell |
4,551
-49
| -1% | -$2.41K | 0.07% | 113 |
|
|
2017
Q3 | $228K | Sell |
4,600
-943
| -17% | -$44.4K | 0.07% | 107 |
|
|
2017
Q2 | $248K | Sell |
5,543
-125
| -2% | -$5.82K | 0.09% | 106 |
|
|
2017
Q1 | $276K | Sell |
5,668
-22,259
| -80% | -$1.12M | 0.11% | 97 |
|
|
2016
Q4 | $1.49M | Buy |
+27,927
| New | +$1.4M | 0.83% | 24 |
|
Other funds holding VZ
Lee Financial's VZ Position: Q1 2024 in Review
Lee Financial sold out of Verizon (VZ) in Q1 2024, closing a stake of 2,371 shares — an estimated $89.4K sold.
Lee Financial first reported a position in VZ in Q4 2016 and held it in 29 quarters. The position peaked at $1.49M in Q4 2016. 2,863 funds tracked by Wall St. Rank hold VZ as of Q1 2024.
- Lee Financial reported no remaining Verizon position as of Q1 2024 after selling out during the quarter.
- Lee Financial sold 2,371 Verizon shares in Q1 2024, an estimated $89.4K.
- Lee Financial first reported a position in Verizon in Q4 2016 and held it in 29 quarters.
- Lee Financial's Verizon position peaked at $1.49M in Q4 2016.
- 2,863 funds tracked by Wall St. Rank held Verizon as of Q1 2024.
Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.