SFG Wealth Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $430K | Hold |
9,938
| – | – | 0.26% | 51 |
|
|
2025
Q1 | $451K | Buy |
9,938
+65
| +0.7% | +$2.95K | 0.22% | 79 |
|
|
2024
Q4 | $395K | Sell |
9,873
-297
| -3% | -$11.9K | 0.21% | 66 |
|
|
2024
Q3 | $457K | Buy |
10,170
+352
| +4% | +$15.8K | 0.24% | 58 |
|
|
2024
Q2 | $405K | Buy |
9,818
+2
| +0% | +$82 | 0.23% | 62 |
|
|
2024
Q1 | $412K | Buy |
9,816
+2,117
| +27% | +$88.8K | 0.24% | 59 |
|
|
2023
Q4 | $290K | Buy |
7,699
+3
| +0% | +$113 | 0.19% | 75 |
|
|
2023
Q3 | $249K | Buy |
7,696
+7
| +0.1% | +$227 | 0.2% | 77 |
|
|
2023
Q2 | $286K | Buy |
7,689
+1,057
| +16% | +$39.3K | 0.24% | 73 |
|
|
2023
Q1 | $258K | Buy |
+6,632
| New | +$258K | 0.29% | 63 |
|
|
2022
Q3 | – | Sell |
-4,285
| Closed | -$217K | – | 92 |
|
|
2022
Q2 | $217K | Buy |
+4,285
| New | +$217K | 0.25% | 72 |
|