Next Financial Group’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | $4.35M | Buy |
83,690
+22,965
| +38% | +$1.19M | 0.29% | 69 |
|
2021
Q3 | $3.28M | Buy |
60,725
+6,854
| +13% | +$370K | 0.26% | 84 |
|
2021
Q2 | $3.02M | Buy |
53,871
+84
| +0.2% | +$4.71K | 0.24% | 88 |
|
2021
Q1 | $3.13M | Sell |
53,787
-5,025
| -9% | -$292K | 0.28% | 75 |
|
2020
Q4 | $3.46M | Buy |
58,812
+6,361
| +12% | +$374K | 0.33% | 69 |
|
2020
Q3 | $3.12M | Buy |
52,451
+3,001
| +6% | +$179K | 0.34% | 71 |
|
2020
Q2 | $2.73M | Sell |
49,450
-1,039
| -2% | -$57.3K | 0.32% | 80 |
|
2020
Q1 | $2.71M | Buy |
50,489
+2,215
| +5% | +$119K | 0.35% | 59 |
|
2019
Q4 | $2.96M | Sell |
48,274
-4,858
| -9% | -$298K | 0.31% | 75 |
|
2019
Q3 | $3.21M | Buy |
53,132
+2,466
| +5% | +$149K | 0.35% | 59 |
|
2019
Q2 | $2.9M | Buy |
50,666
+29,797
| +143% | +$1.7M | 0.31% | 69 |
|
2019
Q1 | $1.23M | Sell |
20,869
-42,423
| -67% | -$2.51M | 0.31% | 39 |
|
2018
Q4 | $3.56M | Buy |
63,292
+18,536
| +41% | +$1.04M | 0.74% | 18 |
|
2018
Q3 | $2.39M | Sell |
44,756
-7,252
| -14% | -$387K | 1.11% | 14 |
|
2018
Q2 | $2.62M | Sell |
52,008
-21,070
| -29% | -$1.06M | 1% | 18 |
|
2018
Q1 | $3.5M | Buy |
73,078
+17,247
| +31% | +$825K | 0.74% | 26 |
|
2017
Q4 | $2.96M | Sell |
55,831
-13,598
| -20% | -$720K | 1.26% | 12 |
|
2017
Q3 | $3.32M | Sell |
69,429
-16,696
| -19% | -$799K | 0.92% | 12 |
|
2017
Q2 | $3.85M | Buy |
86,125
+3,165
| +4% | +$141K | 0.94% | 12 |
|
2017
Q1 | $3.81M | Sell |
82,960
-21,508
| -21% | -$988K | 1.06% | 10 |
|
2016
Q4 | $5.58M | Buy |
104,468
+6,649
| +7% | +$355K | 0.98% | 12 |
|
2016
Q3 | $5.09M | Buy |
97,819
+33,286
| +52% | +$1.73M | 0.92% | 15 |
|
2016
Q2 | $3.6M | Buy |
64,533
+3,196
| +5% | +$178K | 1.14% | 12 |
|
2016
Q1 | $3.32M | Sell |
61,337
-4,804
| -7% | -$260K | 1.17% | 11 |
|
2015
Q4 | $3.06M | Sell |
66,141
-6,287
| -9% | -$291K | 1.14% | 9 |
|
2015
Q3 | $3.15M | Buy |
72,428
+388
| +0.5% | +$16.9K | 1.13% | 11 |
|
2015
Q2 | $3.36M | Sell |
72,040
-1,587
| -2% | -$74K | 1.16% | 5 |
|
2015
Q1 | $3.58M | Buy |
73,627
+2,067
| +3% | +$101K | 1.15% | 6 |
|
2014
Q4 | $3.35M | Sell |
71,560
-42,200
| -37% | -$1.97M | 1.11% | 8 |
|
2014
Q3 | $5.69M | Buy |
113,760
+112,769
| +11,379% | +$5.64M | 1.13% | 7 |
|
2014
Q2 | $48K | Buy |
+991
| New | +$48K | 0.03% | 353 |
|