Sara-Bay Financial’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$404K Sell
9,340
-118
-1% -$5.11K 0.14% 58
2025
Q1
$425K Sell
9,458
-1,661
-15% -$74.6K 0.19% 55
2024
Q4
$440K Sell
11,119
-2,961
-21% -$117K 0.16% 59
2024
Q3
$632K Sell
14,080
-6,790
-33% -$305K 0.23% 47
2024
Q2
$861K Buy
20,870
+4,468
+27% +$184K 0.35% 31
2024
Q1
$693K Sell
16,402
-66
-0.4% -$2.79K 0.31% 38
2023
Q4
$621K Sell
16,468
-270
-2% -$10.2K 0.3% 39
2023
Q3
$542K Sell
16,738
-492
-3% -$15.9K 0.28% 41
2023
Q2
$641K Sell
17,230
-590
-3% -$21.9K 0.31% 34
2023
Q1
$693K Sell
17,820
-3,520
-16% -$137K 0.35% 30
2022
Q4
$841K Sell
21,340
-194
-0.9% -$7.65K 0.47% 24
2022
Q3
$818K Hold
21,534
0.46% 24
2022
Q2
$1.1M Sell
21,534
-85
-0.4% -$4.33K 0.53% 22
2022
Q1
$1.1M Sell
21,619
-281
-1% -$14.3K 0.44% 22
2021
Q4
$1.14M Sell
21,900
-672
-3% -$34.9K 0.34% 26
2021
Q3
$1.22M Sell
22,572
-36
-0.2% -$1.94K 0.48% 20
2021
Q2
$1.27M Sell
22,608
-657
-3% -$36.8K 0.48% 21
2021
Q1
$1.35M Buy
23,265
+1,252
+6% +$72.8K 0.55% 22
2020
Q4
$1.29M Buy
22,013
+1,621
+8% +$95.2K 0.58% 22
2020
Q3
$1.21M Sell
20,392
-2,334
-10% -$139K 0.66% 22
2020
Q2
$1.25M Buy
+22,726
New +$1.25M 0.72% 20