SBL
Sargent Bickham Lagudis’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $525K | Sell |
13,332
-1,778
| -12% | -$70.1K | 0.04% | 177 |
|
|
2022
Q3 | $574K | Buy |
15,110
+1,168
| +8% | +$44.4K | 0.05% | 160 |
|
|
2022
Q2 | $707K | Buy |
13,942
+369
| +3% | +$18.7K | 0.06% | 156 |
|
|
2022
Q1 | $691K | Buy |
13,573
+356
| +3% | +$18.1K | 0.05% | 161 |
|
|
2021
Q4 | $687K | Sell |
13,217
-1,192
| -8% | -$62K | 0.05% | 155 |
|
|
2021
Q3 | $778K | Buy |
14,409
+4,532
| +46% | +$245K | 0.06% | 138 |
|
|
2021
Q2 | $553K | Buy |
9,877
+715
| +8% | +$40K | 0.05% | 160 |
|
|
2021
Q1 | $533K | Sell |
9,162
-467
| -5% | -$27.2K | 0.05% | 154 |
|
|
2020
Q4 | $566K | Buy |
9,629
+470
| +5% | +$27.6K | 0.05% | 142 |
|
|
2020
Q3 | $545K | Buy |
9,159
+57
| +0.6% | +$3.39K | 0.05% | 135 |
|
|
2020
Q2 | $502K | Sell |
9,102
-335
| -4% | -$18.5K | 0.05% | 140 |
|
|
2020
Q1 | $507K | Buy |
9,437
+2,571
| +37% | +$138K | 0.07% | 146 |
|
|
2019
Q4 | $422K | Buy |
6,866
+1,369
| +25% | +$84.1K | 0.05% | 153 |
|
|
2019
Q3 | $332K | Buy |
5,497
+1,494
| +37% | +$90.2K | 0.04% | 158 |
|
|
2019
Q2 | $229K | Sell |
4,003
-509
| -11% | -$29.1K | 0.03% | 191 |
|
|
2019
Q1 | $267K | Buy |
4,512
+286
| +7% | +$16.9K | 0.03% | 188 |
|
|
2018
Q4 | $238K | Sell |
4,226
-111
| -3% | -$6.25K | 0.03% | 181 |
|
|
2018
Q3 | $232K | Sell |
4,337
-58
| -1% | -$3.1K | 0.03% | 196 |
|
|
2018
Q2 | $221K | Sell |
4,395
-2,477
| -36% | -$125K | 0.03% | 196 |
|
|
2018
Q1 | $329K | Sell |
6,872
-2,530
| -27% | -$121K | 0.04% | 158 |
|
|
2017
Q4 | $498K | Sell |
9,402
-5,040
| -35% | -$267K | 0.06% | 145 |
|
|
2017
Q3 | $715K | Buy |
14,442
+2,731
| +23% | +$135K | 0.09% | 131 |
|
|
2017
Q2 | $523K | Sell |
11,711
-31
| -0.3% | -$1.38K | 0.07% | 143 |
|
|
2017
Q1 | $572K | Sell |
11,742
-1,746
| -13% | -$85.1K | 0.07% | 143 |
|
|
2016
Q4 | $720K | Sell |
13,488
-3,331
| -20% | -$178K | 0.11% | 117 |
|
|
2016
Q3 | $874 | Buy |
16,819
+1,471
| +10% | +$76 | 0.13% | 119 |
|
|
2016
Q2 | $857K | Buy |
15,348
+454
| +3% | +$25.4K | 0.13% | 115 |
|
|
2016
Q1 | $805K | Buy |
+14,894
| New | +$805K | 0.13% | 119 |
|