Security National Bank’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $152K | Buy |
3,519
+101
| +3% | +$4.37K | 0.03% | 138 |
|
|
2025
Q1 | $155K | Hold |
3,418
| – | – | 0.03% | 134 |
|
|
2024
Q4 | $137K | Buy |
3,418
+840
| +33% | +$33.6K | 0.02% | 139 |
|
|
2024
Q3 | $116K | Hold |
2,578
| – | – | 0.02% | 142 |
|
|
2024
Q2 | $106K | Hold |
2,578
| – | – | 0.02% | 143 |
|
|
2024
Q1 | $108K | Buy |
2,578
+182
| +8% | +$7.64K | 0.02% | 140 |
|
|
2023
Q4 | $90.3K | Buy |
+2,396
| New | +$90.3K | 0.02% | 154 |
|
|
2022
Q1 | – | Sell |
-7,763
| Closed | -$403K | – | 117 |
|
|
2021
Q4 | $403K | Sell |
7,763
-480
| -6% | -$24.9K | 0.09% | 75 |
|
|
2021
Q3 | $445K | Buy |
8,243
+2,688
| +48% | +$145K | 0.11% | 70 |
|
|
2021
Q2 | $311K | Buy |
5,555
+527
| +10% | +$29.5K | 0.08% | 79 |
|
|
2021
Q1 | $292K | Buy |
+5,028
| New | +$292K | 0.09% | 79 |
|
|
2017
Q3 | – | Sell |
-6,692
| Closed | -$299K | – | 68 |
|
|
2017
Q2 | $299K | Hold |
6,692
| – | – | 0.22% | 56 |
|
|
2017
Q1 | $327K | Buy |
+6,692
| New | +$327K | 0.25% | 54 |
|