Safeguard Investment Advisory 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 | $363K | Buy |
8,391
+116
| +1% | +$5.02K | 0.09% | 96 |
|
|
2025
Q1 | $376K | Buy |
8,275
+631
| +8% | +$28.6K | 0.1% | 83 |
|
|
2024
Q4 | $306K | Sell |
7,644
-248
| -3% | -$9.92K | 0.08% | 84 |
|
|
2024
Q3 | $355K | Buy |
7,892
+1,389
| +21% | +$62.4K | 0.1% | 75 |
|
|
2024
Q2 | $268K | Buy |
6,503
+348
| +6% | +$14.4K | 0.08% | 79 |
|
|
2024
Q1 | $258K | Sell |
6,155
-371
| -6% | -$15.6K | 0.09% | 79 |
|
|
2023
Q4 | $246K | Buy |
+6,526
| New | +$246K | 0.09% | 81 |
|
|
2023
Q3 | – | Sell |
-5,479
| Closed | -$204K | – | 103 |
|
|
2023
Q2 | $204K | Buy |
5,479
+327
| +6% | +$12.2K | 0.09% | 95 |
|
|
2023
Q1 | $200K | Buy |
+5,152
| New | +$200K | 0.1% | 93 |
|
|
2021
Q2 | – | Sell |
-3,479
| Closed | -$202K | – | 87 |
|
|
2021
Q1 | $202K | Buy |
3,479
+107
| +3% | +$6.21K | 0.18% | 73 |
|
|
2020
Q4 | $198K | Buy |
+3,372
| New | +$198K | 0.18% | 74 |
|