Pin Oak Investment Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $408K | Buy |
9,004
+5,719
| +174% | +$259K | 0.35% | 57 |
|
|
2025
Q1 | $429K | Buy |
3,285
+666
| +25% | +$87K | 0.33% | 58 |
|
|
2024
Q4 | $118K | Hold |
2,619
| – | – | 0.11% | 131 |
|
|
2024
Q3 | $117K | Buy |
2,619
+607
| +30% | +$27.1K | 0.11% | 132 |
|
|
2024
Q2 | $83K | Hold |
2,012
| – | – | 0.08% | 142 |
|
|
2024
Q1 | $84K | Sell |
2,012
-481
| -19% | -$20.1K | 0.08% | 146 |
|
|
2023
Q4 | $94K | Hold |
2,493
| – | – | 0.1% | 132 |
|
|
2023
Q3 | $81K | Sell |
2,493
-600
| -19% | -$19.5K | 0.09% | 134 |
|
|
2023
Q2 | $115K | Buy |
3,093
+1,288
| +71% | +$47.9K | 0.13% | 119 |
|
|
2023
Q1 | $70K | Hold |
1,805
| – | – | 0.09% | 137 |
|
|
2022
Q4 | $71K | Buy |
1,805
+203
| +13% | +$7.99K | 0.09% | 123 |
|
|
2022
Q3 | $61K | Sell |
1,602
-342
| -18% | -$13K | 0.08% | 133 |
|
|
2022
Q2 | $99K | Sell |
1,944
-311
| -14% | -$15.8K | 0.12% | 106 |
|
|
2022
Q1 | $115K | Hold |
2,255
| – | – | 0.12% | 108 |
|
|
2021
Q4 | $117K | Buy |
2,255
+195
| +9% | +$10.1K | 0.12% | 109 |
|
|
2021
Q3 | $111K | Hold |
2,060
| – | – | 0.12% | 107 |
|
|
2021
Q2 | $115K | Hold |
2,060
| – | – | 0.12% | 115 |
|
|
2021
Q1 | $120K | Hold |
2,060
| – | – | 0.1% | 124 |
|
|
2020
Q4 | $121K | Buy |
2,060
+311
| +18% | +$18.3K | 0.1% | 126 |
|
|
2020
Q3 | $104K | Hold |
1,749
| – | – | 0.1% | 125 |
|
|
2020
Q2 | $96K | Sell |
1,749
-88
| -5% | -$4.83K | 0.09% | 132 |
|
|
2020
Q1 | $99K | Buy |
1,837
+569
| +45% | +$30.7K | 0.1% | 131 |
|
|
2019
Q4 | $78K | Sell |
1,268
-190
| -13% | -$11.7K | 0.06% | 153 |
|
|
2019
Q3 | $88K | Sell |
1,458
-88
| -6% | -$5.31K | 0.07% | 152 |
|
|
2019
Q2 | $88K | Sell |
1,546
-618
| -29% | -$35.2K | 0.07% | 159 |
|
|
2019
Q1 | $128K | Sell |
2,164
-344
| -14% | -$20.3K | 0.1% | 140 |
|
|
2018
Q4 | $141K | Sell |
2,508
-418
| -14% | -$23.5K | 0.12% | 124 |
|
|
2018
Q3 | $156K | Sell |
2,926
-608
| -17% | -$32.4K | 0.12% | 129 |
|
|
2018
Q2 | $178K | Sell |
3,534
-137
| -4% | -$6.9K | 0.13% | 122 |
|
|
2018
Q1 | $176K | Sell |
3,671
-10
| -0.3% | -$479 | 0.14% | 121 |
|
|
2017
Q4 | $195K | Buy |
+3,681
| New | +$195K | 0.15% | 114 |
|