LRI Investments’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$839K Sell
19,398
-99
-0.5% -$4.28K 0.07% 122
2025
Q1
$884K Sell
19,497
-4,739
-20% -$215K 0.09% 116
2024
Q4
$969K Buy
24,236
+2,833
+13% +$113K 0.09% 84
2024
Q3
$875K Buy
21,403
+2,603
+14% +$106K 0.08% 99
2024
Q2
$775K Buy
18,800
+4,143
+28% +$171K 0.09% 80
2024
Q1
$615K Buy
+14,657
New +$615K 0.16% 66