Lion Street 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 | $207K | Buy |
+4,788
| New | +$207K | 0.06% | 260 |
|
|
2024
Q4 | – | Sell |
-6,624
| Closed | -$298K | – | 279 |
|
|
2024
Q3 | $298K | Sell |
6,624
-5
| -0.1% | -$225 | 0.1% | 199 |
|
|
2024
Q2 | $273K | Sell |
6,629
-859
| -11% | -$35.4K | 0.1% | 203 |
|
|
2024
Q1 | $282K | Hold |
7,488
| – | – | 0.12% | 186 |
|
|
2023
Q4 | $282K | Sell |
7,488
-8,784
| -54% | -$331K | 0.12% | 186 |
|
|
2023
Q3 | $527K | Buy |
16,272
+8,215
| +102% | +$266K | 0.17% | 115 |
|
|
2023
Q2 | $427K | Sell |
8,057
-8,863
| -52% | -$470K | 0.14% | 138 |
|
|
2023
Q1 | $658K | Buy |
+16,920
| New | +$658K | 0.2% | 90 |
|
|
2022
Q4 | – | Sell |
-11,645
| Closed | -$443K | – | 172 |
|
|
2022
Q3 | $443K | Buy |
+11,645
| New | +$443K | 0.22% | 65 |
|
|
2021
Q3 | – | Sell |
-440
| Closed | -$24.7K | – | 186 |
|
|
2021
Q2 | $24.7K | Buy |
+440
| New | +$24.7K | 0.89% | 25 |
|
|
2020
Q2 | – | Sell |
-702
| Closed | -$38K | – | 408 |
|
|
2020
Q1 | $38K | Buy |
+702
| New | +$38K | 0.21% | 62 |
|