Oxford Financial 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 | $267K | Sell |
6,180
-255
| -4% | -$11K | 0.02% | 187 |
|
|
2025
Q1 | $292K | Sell |
6,435
-52
| -0.8% | -$2.36K | 0.02% | 177 |
|
|
2024
Q4 | $259K | Buy |
6,487
+636
| +11% | +$25.4K | 0.02% | 217 |
|
|
2024
Q3 | $263K | Sell |
5,851
-4,370
| -43% | -$196K | 0.02% | 212 |
|
|
2024
Q2 | $422K | Buy |
10,221
+2,499
| +32% | +$103K | 0.03% | 172 |
|
|
2024
Q1 | $324K | Buy |
7,722
+574
| +8% | +$24.1K | 0.02% | 172 |
|
|
2023
Q4 | $269K | Buy |
7,148
+155
| +2% | +$5.84K | 0.02% | 197 |
|
|
2023
Q3 | $227K | Sell |
6,993
-2,776
| -28% | -$90K | 0.02% | 199 |
|
|
2023
Q2 | $363K | Buy |
+9,769
| New | +$363K | 0.03% | 156 |
|
|
2023
Q1 | – | Sell |
-5,112
| Closed | -$201K | – | 281 |
|
|
2022
Q4 | $201K | Sell |
5,112
-255
| -5% | -$10K | 0.02% | 187 |
|
|
2022
Q3 | $204K | Sell |
5,367
-3,299
| -38% | -$125K | 0.03% | 168 |
|
|
2022
Q2 | $440K | Buy |
8,666
+1,793
| +26% | +$91K | 0.06% | 115 |
|
|
2022
Q1 | $350K | Buy |
6,873
+2,322
| +51% | +$118K | 0.04% | 145 |
|
|
2021
Q4 | $236K | Buy |
4,551
+208
| +5% | +$10.8K | 0.03% | 184 |
|
|
2021
Q3 | $235K | Sell |
4,343
-73
| -2% | -$3.95K | 0.03% | 167 |
|
|
2021
Q2 | $247K | Buy |
+4,416
| New | +$247K | 0.03% | 160 |
|