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