RIA
Regal Investment Advisors’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.46M | Sell |
172,388
-31,870
| -16% | -$1.38M | 0.56% | 45 |
|
|
2025
Q1 | $9.27M | Sell |
204,258
-45,283
| -18% | -$2.05M | 0.75% | 24 |
|
|
2024
Q4 | $9.98M | Sell |
249,541
-327
| -0.1% | -$13.1K | 0.75% | 26 |
|
|
2024
Q3 | $11.2M | Buy |
249,868
+18,858
| +8% | +$847K | 0.79% | 21 |
|
|
2024
Q2 | $9.53M | Buy |
231,010
+10,745
| +5% | +$443K | 0.62% | 33 |
|
|
2024
Q1 | $9.24M | Buy |
220,265
+9,494
| +5% | +$398K | 0.63% | 32 |
|
|
2023
Q4 | $7.95M | Buy |
210,771
+27,156
| +15% | +$1.02M | 0.6% | 38 |
|
|
2023
Q3 | $5.95M | Buy |
183,615
+35,675
| +24% | +$1.16M | 0.5% | 55 |
|
|
2023
Q2 | $5.5M | Buy |
147,940
+3,201
| +2% | +$119K | 0.46% | 61 |
|
|
2023
Q1 | $5.63M | Buy |
144,739
+4,833
| +3% | +$188K | 0.5% | 57 |
|
|
2022
Q4 | $5.51M | Buy |
139,906
+58,059
| +71% | +$2.29M | 0.53% | 53 |
|
|
2022
Q3 | $3.11M | Sell |
81,847
-1,301
| -2% | -$49.4K | 0.33% | 81 |
|
|
2022
Q2 | $4.22M | Buy |
83,148
+13,012
| +19% | +$660K | 0.44% | 63 |
|
|
2022
Q1 | $3.57M | Sell |
70,136
-72
| -0.1% | -$3.67K | 0.33% | 81 |
|
|
2021
Q4 | $3.65M | Sell |
70,208
-1,090
| -2% | -$56.6K | 0.32% | 81 |
|
|
2021
Q3 | $3.85M | Buy |
71,298
+4,314
| +6% | +$233K | 0.37% | 70 |
|
|
2021
Q2 | $3.75M | Buy |
+66,984
| New | +$3.75M | 0.38% | 73 |
|
|
2021
Q1 | – | Sell |
-59,876
| Closed | -$3.52M | – | 429 |
|
|
2020
Q4 | $3.52M | Buy |
+59,876
| New | +$3.52M | 0.4% | 68 |
|
|
2020
Q3 | – | Sell |
-48,180
| Closed | -$2.66M | – | 300 |
|
|
2020
Q2 | $2.66M | Buy |
+48,180
| New | +$2.66M | 0.49% | 58 |
|
|
2020
Q1 | – | Sell |
-38,841
| Closed | -$2.39M | – | 309 |
|
|
2019
Q4 | $2.39M | Buy |
38,841
+3,430
| +10% | +$211K | 0.43% | 69 |
|
|
2019
Q3 | $2.14M | Buy |
35,411
+156
| +0.4% | +$9.41K | 0.42% | 79 |
|
|
2019
Q2 | $2.01M | Buy |
35,255
+2,295
| +7% | +$131K | 0.39% | 83 |
|
|
2019
Q1 | $1.95M | Buy |
32,960
+3,814
| +13% | +$226K | 0.4% | 83 |
|
|
2018
Q4 | $1.64M | Buy |
29,146
+4,667
| +19% | +$262K | 0.36% | 91 |
|
|
2018
Q3 | $1.31M | Buy |
24,479
+7,400
| +43% | +$395K | 0.28% | 114 |
|
|
2018
Q2 | $859K | Sell |
17,079
-8,717
| -34% | -$438K | 0.26% | 120 |
|
|
2018
Q1 | $1.23M | Buy |
25,796
+309
| +1% | +$14.8K | 0.27% | 113 |
|
|
2017
Q4 | $1.35M | Sell |
25,487
-176
| -0.7% | -$9.32K | 0.3% | 101 |
|
|
2017
Q3 | $1.27M | Sell |
25,663
-1,260
| -5% | -$62.4K | 0.3% | 106 |
|
|
2017
Q2 | $1.2M | Buy |
26,923
+6,244
| +30% | +$279K | 0.3% | 102 |
|
|
2017
Q1 | $1.01M | Sell |
20,679
-2,981
| -13% | -$145K | 0.26% | 111 |
|
|
2016
Q4 | $1.26M | Sell |
23,660
-610
| -3% | -$32.6K | 0.35% | 92 |
|
|
2016
Q3 | $1.26M | Buy |
24,270
+431
| +2% | +$22.4K | 0.36% | 88 |
|
|
2016
Q2 | $1.33M | Buy |
23,839
+68
| +0.3% | +$3.8K | 0.37% | 84 |
|
|
2016
Q1 | $1.29M | Buy |
23,771
+4,006
| +20% | +$217K | 0.35% | 83 |
|
|
2015
Q4 | $913K | Buy |
19,765
+5,359
| +37% | +$248K | 0.24% | 115 |
|
|
2015
Q3 | $626K | Buy |
14,406
+3,595
| +33% | +$156K | 0.16% | 138 |
|
|
2015
Q2 | $503K | Sell |
10,811
-509
| -4% | -$23.7K | 0.14% | 155 |
|
|
2015
Q1 | $550K | Buy |
11,320
+942
| +9% | +$45.8K | 0.14% | 149 |
|
|
2014
Q4 | $485K | Sell |
10,378
-8,710
| -46% | -$407K | 0.13% | 146 |
|
|
2014
Q3 | $954K | Sell |
19,088
-385
| -2% | -$19.2K | 0.29% | 91 |
|
|
2014
Q2 | $953K | Sell |
19,473
-739
| -4% | -$36.2K | 0.34% | 84 |
|
|
2014
Q1 | $961K | Buy |
20,212
+4,510
| +29% | +$214K | 0.41% | 78 |
|
|
2013
Q4 | $772K | Buy |
15,702
+12
| +0.1% | +$590 | 0.44% | 77 |
|
|
2013
Q3 | $732K | Buy |
15,690
+809
| +5% | +$37.7K | 0.43% | 88 |
|
|
2013
Q2 | $749K | Buy |
+14,881
| New | +$749K | 0.41% | 81 |
|