Sheaff Brock Investment Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.49M | Sell |
54,829
-109
| -0.2% | -$4.54K | 0.23% | 85 |
|
|
2024
Q4 | $2.2M | Buy |
54,938
+1,704
| +3% | +$71.9K | 0.19% | 96 |
|
|
2024
Q3 | $2.39M | Buy |
53,234
+970
| +2% | +$40.5K | 0.21% | 92 |
|
|
2024
Q2 | $2.16M | Sell |
52,264
-3,446
| -6% | -$139K | 0.2% | 100 |
|
|
2024
Q1 | $2.34M | Buy |
55,710
+462
| +0.8% | +$18.6K | 0.15% | 105 |
|
|
2023
Q4 | $2.08M | Sell |
55,248
-9,581
| -15% | -$339K | 0.16% | 103 |
|
|
2023
Q3 | $2.1M | Sell |
64,829
-1,677
| -3% | -$56.7K | 0.19% | 92 |
|
|
2023
Q2 | $2.47M | Sell |
66,506
-1,506
| -2% | -$55.7K | 0.21% | 87 |
|
|
2023
Q1 | $2.64M | Buy |
68,012
+66
| +0.1% | +$2.6K | 0.24% | 81 |
|
|
2022
Q4 | $2.68M | Sell |
67,946
-7,030
| -9% | -$265K | 0.26% | 75 |
|
|
2022
Q3 | $2.85M | Buy |
74,976
+310
| +0.4% | +$13.8K | 0.31% | 71 |
|
|
2022
Q2 | $3.79M | Sell |
74,666
-2,477
| -3% | -$125K | 0.32% | 61 |
|
|
2022
Q1 | $3.93M | Sell |
77,143
-800
| -1% | -$42.4K | 0.27% | 66 |
|
|
2021
Q4 | $4.05M | Sell |
77,943
-3,078
| -4% | -$161K | 0.27% | 64 |
|
|
2021
Q3 | $4.38M | Sell |
81,021
-3,491
| -4% | -$193K | 0.32% | 58 |
|
|
2021
Q2 | $4.74M | Sell |
84,512
-77,799
| -48% | -$4.46M | 0.34% | 55 |
|
|
2021
Q1 | $9.44M | Buy |
162,311
+1,815
| +1% | +$102K | 0.74% | 18 |
|
|
2020
Q4 | $9.43M | Sell |
160,496
-4,671
| -3% | -$277K | 0.79% | 13 |
|
|
2020
Q3 | $9.83M | Sell |
165,167
-27,610
| -14% | -$1.6M | 0.91% | 10 |
|
|
2020
Q2 | $10.6M | Sell |
192,777
-47,879
| -20% | -$2.69M | 1.05% | 8 |
|
|
2020
Q1 | $12.9M | Buy |
240,656
+43,088
| +22% | +$2.47M | 1.71% | 4 |
|
|
2019
Q4 | $12.1M | Sell |
197,568
-822
| -0.4% | -$49.6K | 1.18% | 8 |
|
|
2019
Q3 | $12M | Sell |
198,390
-4,306
| -2% | -$248K | 1.3% | 9 |
|
|
2019
Q2 | $11.6M | Sell |
202,696
-1,076
| -0.5% | -$62K | 1.24% | 9 |
|
|
2019
Q1 | $12M | Sell |
203,772
-1,943
| -0.9% | -$110K | 1.47% | 8 |
|
|
2018
Q4 | $11.6M | Sell |
205,715
-216
| -0.1% | -$12.3K | 1.82% | 4 |
|
|
2018
Q3 | $11M | Buy |
205,931
+115,505
| +128% | +$6.11M | 1.04% | 11 |
|
|
2018
Q2 | $4.55M | Sell |
90,426
-4,351
| -5% | -$211K | 0.44% | 45 |
|
|
2018
Q1 | $4.53M | Sell |
94,777
-2,928
| -3% | -$147K | 0.47% | 43 |
|
|
2017
Q4 | $5.17M | Sell |
97,705
-15,267
| -14% | -$751K | 0.67% | 38 |
|
|
2017
Q3 | $5.59M | Sell |
112,972
-1,664
| -1% | -$78.3K | 0.73% | 35 |
|
|
2017
Q2 | $5.12M | Sell |
114,636
-90,607
| -44% | -$4.22M | 0.67% | 38 |
|
|
2017
Q1 | $10M | Sell |
205,243
-14,791
| -7% | -$742K | 1.3% | 7 |
|
|
2016
Q4 | $11.7M | Sell |
220,034
-13,162
| -6% | -$658K | 1.49% | 4 |
|
|
2016
Q3 | $12.1M | Sell |
233,196
-23,576
| -9% | -$1.27M | 1.62% | 5 |
|
|
2016
Q2 | $14.3M | Sell |
256,772
-8,942
| -3% | -$464K | 1.82% | 5 |
|
|
2016
Q1 | $14.4M | Sell |
265,714
-16,386
| -6% | -$820K | 1.76% | 5 |
|
|
2015
Q4 | $13M | Buy |
+282,100
| New | +$12.8M | 1.48% | 4 |
|
Other funds holding VZ
Sheaff Brock Investment Advisors's VZ Position: Q1 2025 in Review
Sheaff Brock Investment Advisors reduced its Verizon (VZ) stake by 0.2% in Q1 2025, selling an estimated $4.54K and leaving 54,829 shares worth $2.49M. The position accounts for 0.23% of the portfolio, ranked #85.
Sheaff Brock Investment Advisors first reported a position in VZ in Q4 2015 and has held it in 38 quarters since. The position peaked at $14.4M in Q1 2016. 3,050 funds tracked by Wall St. Rank hold VZ as of Q1 2025.
- Sheaff Brock Investment Advisors held 54,829 shares of Verizon worth $2.49M as of Q1 2025.
- Sheaff Brock Investment Advisors sold 109 Verizon shares in Q1 2025, an estimated $4.54K.
- Verizon made up 0.23% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #85 holding.
- Sheaff Brock Investment Advisors first reported a position in Verizon in Q4 2015 and has held it in 38 quarters since.
- Sheaff Brock Investment Advisors's Verizon position peaked at $14.4M in Q1 2016.
- 3,050 funds tracked by Wall St. Rank held Verizon as of Q1 2025.
Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.