Lokken Investment Group’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $448K | Buy |
10,351
+52
| +0.5% | +$2.25K | 0.17% | 87 |
|
|
2025
Q1 | $467K | Sell |
10,299
-309
| -3% | -$14K | 0.2% | 83 |
|
|
2024
Q4 | $424K | Sell |
10,608
-4
| -0% | -$160 | 0.18% | 88 |
|
|
2024
Q3 | $477K | Sell |
10,612
-325
| -3% | -$14.6K | 0.2% | 90 |
|
|
2024
Q2 | $451K | Sell |
10,937
-260
| -2% | -$10.7K | 0.21% | 86 |
|
|
2024
Q1 | $470K | Buy |
11,197
+136
| +1% | +$5.71K | 0.23% | 87 |
|
|
2023
Q4 | $417K | Sell |
11,061
-16,002
| -59% | -$603K | 0.24% | 84 |
|
|
2023
Q3 | $877K | Sell |
27,063
-417
| -2% | -$13.5K | 0.58% | 43 |
|
|
2023
Q2 | $1.02M | Buy |
27,480
+3,007
| +12% | +$112K | 0.67% | 34 |
|
|
2023
Q1 | $952K | Buy |
24,473
+13,660
| +126% | +$531K | 0.72% | 32 |
|
|
2022
Q4 | $426K | Buy |
10,813
+1,911
| +21% | +$75.3K | 0.34% | 71 |
|
|
2022
Q3 | $338K | Buy |
8,902
+9
| +0.1% | +$342 | 0.29% | 75 |
|
|
2022
Q2 | $451K | Sell |
8,893
-35
| -0.4% | -$1.78K | 0.37% | 59 |
|
|
2022
Q1 | $413K | Sell |
8,928
-419
| -4% | -$19.4K | 0.33% | 72 |
|
|
2021
Q4 | $486K | Buy |
9,347
+1,311
| +16% | +$68.2K | 0.35% | 61 |
|
|
2021
Q3 | $434K | Sell |
8,036
-1,287
| -14% | -$69.5K | 0.34% | 63 |
|
|
2021
Q2 | $522K | Sell |
9,323
-276
| -3% | -$15.5K | 0.42% | 54 |
|
|
2021
Q1 | $558K | Buy |
9,599
+269
| +3% | +$15.6K | 0.49% | 49 |
|
|
2020
Q4 | $548K | Buy |
+9,330
| New | +$548K | 0.5% | 45 |
|