LGT Financial Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.1K | Buy |
697
+53
| +8% | +$2.29K | 0.08% | 133 |
|
|
2025
Q1 | $29.2K | Buy |
644
+11
| +2% | +$499 | 0.09% | 127 |
|
|
2024
Q4 | $25.3K | Buy |
633
+10
| +2% | +$400 | 0.06% | 259 |
|
|
2024
Q3 | $28K | Sell |
623
-1,939
| -76% | -$87.1K | 0.07% | 205 |
|
|
2024
Q2 | $106K | Sell |
2,562
-2,147
| -46% | -$88.5K | 0.22% | 78 |
|
|
2024
Q1 | $198K | Buy |
4,709
+31
| +0.7% | +$1.3K | 0.23% | 99 |
|
|
2023
Q4 | $176K | Sell |
4,678
-2,617
| -36% | -$98.7K | 0.22% | 108 |
|
|
2023
Q3 | $236K | Sell |
7,295
-191
| -3% | -$6.19K | 0.3% | 70 |
|
|
2023
Q2 | $278K | Sell |
7,486
-7,355
| -50% | -$274K | 0.3% | 86 |
|
|
2023
Q1 | $577K | Buy |
14,841
+8,229
| +124% | +$320K | 1.07% | 16 |
|
|
2022
Q4 | $261K | Buy |
+6,612
| New | +$261K | 0.31% | 74 |
|