Lehman & Derafelo Financial Resources’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
$358K Sell
9,076
-520
-5% -$20.5K 0.11% 76
2022
Q3
$364K Buy
9,596
+1,082
+13% +$41K 0.11% 65
2022
Q2
$432K Sell
8,514
-462
-5% -$23.4K 0.13% 64
2022
Q1
$457K Sell
8,976
-1,301
-13% -$66.2K 0.13% 64
2021
Q4
$534K Sell
10,277
-641
-6% -$33.3K 0.16% 59
2021
Q3
$590K Sell
10,918
-3,112
-22% -$168K 0.19% 55
2021
Q2
$786K Buy
14,030
+126
+0.9% +$7.06K 0.21% 54
2021
Q1
$809K Sell
13,904
-952
-6% -$55.4K 0.23% 53
2020
Q4
$873K Hold
14,856
0.26% 55
2020
Q3
$884K Buy
14,856
+52
+0.4% +$3.09K 0.28% 48
2020
Q2
$816K Sell
14,804
-2,655
-15% -$146K 0.28% 49
2020
Q1
$938K Buy
17,459
+291
+2% +$15.6K 0.39% 43
2019
Q4
$1.05M Buy
17,168
+424
+3% +$26K 0.38% 45
2019
Q3
$1.01M Buy
16,744
+1,000
+6% +$60.4K 0.39% 45
2019
Q2
$918K Buy
15,744
+701
+5% +$40.9K 0.37% 43
2019
Q1
$889K Buy
15,043
+3,631
+32% +$215K 0.38% 41
2018
Q4
$642K Buy
+11,412
New +$642K 0.32% 42