RFM
Royal Fund Management’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.55M | Buy |
105,173
+4,596
| +5% | +$199K | 0.45% | 73 |
|
|
2025
Q1 | $4.58M | Sell |
100,577
-95,255
| -49% | -$4.34M | 0.51% | 64 |
|
|
2024
Q4 | $7.87M | Buy |
195,832
+4,926
| +3% | +$198K | 0.73% | 31 |
|
|
2024
Q3 | $8.61M | Buy |
190,906
+114,631
| +150% | +$5.17M | 0.51% | 46 |
|
|
2024
Q2 | $3.16M | Sell |
76,275
-12,470
| -14% | -$517K | 0.26% | 85 |
|
|
2024
Q1 | $3.72M | Sell |
88,745
-311
| -0.3% | -$13.1K | 0.37% | 78 |
|
|
2023
Q4 | $3.36M | Sell |
89,056
-2,508
| -3% | -$94.6K | 0.37% | 77 |
|
|
2023
Q3 | $2.97M | Sell |
91,564
-22,502
| -20% | -$729K | 0.4% | 85 |
|
|
2023
Q2 | $4.24M | Sell |
114,066
-86
| -0.1% | -$3.2K | 0.53% | 59 |
|
|
2023
Q1 | $4.44M | Buy |
114,152
+21,311
| +23% | +$829K | 0.64% | 58 |
|
|
2022
Q4 | $3.66M | Buy |
92,841
+4,816
| +5% | +$190K | 0.58% | 61 |
|
|
2022
Q3 | $3.34M | Buy |
88,025
+622
| +0.7% | +$23.6K | 0.61% | 62 |
|
|
2022
Q2 | $4.44M | Sell |
87,403
-11,902
| -12% | -$604K | 0.74% | 54 |
|
|
2022
Q1 | $5.06M | Sell |
99,305
-3,644
| -4% | -$186K | 0.73% | 49 |
|
|
2021
Q4 | $5.35M | Sell |
102,949
-1,144
| -1% | -$59.4K | 0.77% | 43 |
|
|
2021
Q3 | $5.62M | Buy |
104,093
+4,868
| +5% | +$263K | 0.82% | 37 |
|
|
2021
Q2 | $5.56M | Buy |
99,225
+19,159
| +24% | +$1.07M | 0.92% | 35 |
|
|
2021
Q1 | $4.66M | Sell |
80,066
-4,854
| -6% | -$282K | 0.85% | 43 |
|
|
2020
Q4 | $4.99M | Sell |
84,920
-716
| -0.8% | -$42.1K | 1.06% | 31 |
|
|
2020
Q3 | $5.09M | Buy |
85,636
+6,464
| +8% | +$385K | 1.3% | 15 |
|
|
2020
Q2 | $4.36M | Buy |
79,172
+11,010
| +16% | +$607K | 1.54% | 14 |
|
|
2020
Q1 | $3.66M | Sell |
68,162
-30,354
| -31% | -$1.63M | 1.49% | 12 |
|
|
2019
Q4 | $6.05M | Buy |
98,516
+20,845
| +27% | +$1.28M | 1.54% | 23 |
|
|
2019
Q3 | $4.69M | Buy |
77,671
+10,553
| +16% | +$637K | 1.31% | 29 |
|
|
2019
Q2 | $3.83M | Buy |
67,118
+16,240
| +32% | +$928K | 1.14% | 32 |
|
|
2019
Q1 | $3.01M | Buy |
50,878
+31,425
| +162% | +$1.86M | 0.96% | 38 |
|
|
2018
Q4 | $1.09M | Sell |
19,453
-264
| -1% | -$14.8K | 0.44% | 54 |
|
|
2018
Q3 | $1.05M | Sell |
19,717
-3,815
| -16% | -$204K | 0.33% | 59 |
|
|
2018
Q2 | $1.18M | Sell |
23,532
-1,279
| -5% | -$64.3K | 0.39% | 59 |
|
|
2018
Q1 | $1.19M | Sell |
24,811
-3,037
| -11% | -$145K | 0.43% | 56 |
|
|
2017
Q4 | $1.47M | Sell |
27,848
-565
| -2% | -$29.9K | 0.53% | 41 |
|
|
2017
Q3 | $1.41M | Sell |
28,413
-9,472
| -25% | -$469K | 0.56% | 41 |
|
|
2017
Q2 | $1.69M | Sell |
37,885
-22,630
| -37% | -$1.01M | 0.72% | 37 |
|
|
2017
Q1 | $2.95M | Buy |
60,515
+18,673
| +45% | +$910K | 1.42% | 22 |
|
|
2016
Q4 | $2.23M | Buy |
+41,842
| New | +$2.23M | 1.24% | 22 |
|