SBIA
Sheaff Brock Investment Advisors’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.49M | Sell |
54,829
-109
| -0.2% | -$4.94K | 0.23% | 85 |
|
|
2024
Q4 | $2.2M | Buy |
54,938
+1,704
| +3% | +$68.1K | 0.19% | 96 |
|
|
2024
Q3 | $2.39M | Buy |
53,234
+970
| +2% | +$43.6K | 0.21% | 92 |
|
|
2024
Q2 | $2.16M | Sell |
52,264
-3,446
| -6% | -$142K | 0.2% | 100 |
|
|
2024
Q1 | $2.34M | Buy |
55,710
+462
| +0.8% | +$19.4K | 0.15% | 102 |
|
|
2023
Q4 | $2.08M | Sell |
55,248
-9,581
| -15% | -$361K | 0.16% | 101 |
|
|
2023
Q3 | $2.1M | Sell |
64,829
-1,677
| -3% | -$54.4K | 0.19% | 91 |
|
|
2023
Q2 | $2.47M | Sell |
66,506
-1,506
| -2% | -$56K | 0.21% | 86 |
|
|
2023
Q1 | $2.64M | Buy |
68,012
+66
| +0.1% | +$2.57K | 0.24% | 80 |
|
|
2022
Q4 | $2.68M | Sell |
67,946
-7,030
| -9% | -$277K | 0.26% | 74 |
|
|
2022
Q3 | $2.85M | Buy |
74,976
+310
| +0.4% | +$11.8K | 0.31% | 70 |
|
|
2022
Q2 | $3.79M | Sell |
74,666
-2,477
| -3% | -$126K | 0.32% | 60 |
|
|
2022
Q1 | $3.93M | Sell |
77,143
-800
| -1% | -$40.8K | 0.27% | 64 |
|
|
2021
Q4 | $4.05M | Sell |
77,943
-3,078
| -4% | -$160K | 0.27% | 63 |
|
|
2021
Q3 | $4.38M | Sell |
81,021
-3,491
| -4% | -$189K | 0.32% | 57 |
|
|
2021
Q2 | $4.74M | Sell |
84,512
-77,799
| -48% | -$4.36M | 0.34% | 54 |
|
|
2021
Q1 | $9.44M | Buy |
162,311
+1,815
| +1% | +$106K | 0.74% | 17 |
|
|
2020
Q4 | $9.43M | Sell |
160,496
-4,671
| -3% | -$274K | 0.79% | 12 |
|
|
2020
Q3 | $9.83M | Sell |
165,167
-27,610
| -14% | -$1.64M | 0.91% | 9 |
|
|
2020
Q2 | $10.6M | Sell |
192,777
-47,879
| -20% | -$2.64M | 1.05% | 7 |
|
|
2020
Q1 | $12.9M | Buy |
240,656
+43,088
| +22% | +$2.32M | 1.71% | 3 |
|
|
2019
Q4 | $12.1M | Sell |
197,568
-822
| -0.4% | -$50.5K | 1.18% | 7 |
|
|
2019
Q3 | $12M | Sell |
198,390
-4,306
| -2% | -$260K | 1.3% | 8 |
|
|
2019
Q2 | $11.6M | Sell |
202,696
-1,076
| -0.5% | -$61.5K | 1.24% | 8 |
|
|
2019
Q1 | $12M | Sell |
203,772
-1,943
| -0.9% | -$115K | 1.47% | 7 |
|
|
2018
Q4 | $11.6M | Sell |
205,715
-216
| -0.1% | -$12.1K | 1.82% | 4 |
|
|
2018
Q3 | $11M | Buy |
205,931
+115,505
| +128% | +$6.17M | 1.04% | 9 |
|
|
2018
Q2 | $4.55M | Sell |
90,426
-4,351
| -5% | -$219K | 0.44% | 44 |
|
|
2018
Q1 | $4.53M | Sell |
94,777
-2,928
| -3% | -$140K | 0.47% | 41 |
|
|
2017
Q4 | $5.17M | Sell |
97,705
-15,267
| -14% | -$808K | 0.67% | 38 |
|
|
2017
Q3 | $5.59M | Sell |
112,972
-1,664
| -1% | -$82.4K | 0.73% | 35 |
|
|
2017
Q2 | $5.12M | Sell |
114,636
-90,607
| -44% | -$4.05M | 0.67% | 38 |
|
|
2017
Q1 | $10M | Sell |
205,243
-14,791
| -7% | -$721K | 1.3% | 7 |
|
|
2016
Q4 | $11.7M | Sell |
220,034
-13,162
| -6% | -$703K | 1.49% | 4 |
|
|
2016
Q3 | $12.1M | Sell |
233,196
-23,576
| -9% | -$1.23M | 1.62% | 5 |
|
|
2016
Q2 | $14.3M | Sell |
256,772
-8,942
| -3% | -$499K | 1.82% | 5 |
|
|
2016
Q1 | $14.4M | Sell |
265,714
-16,386
| -6% | -$886K | 1.76% | 5 |
|
|
2015
Q4 | $13M | Buy |
+282,100
| New | +$13M | 1.48% | 4 |
|