SRC
Shufro Rose & Co’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $460K | Hold |
10,136
| – | – | 0.04% | 184 |
|
|
2025
Q1 | $460K | Buy |
10,136
+492
| +5% | +$22.3K | 0.04% | 187 |
|
|
2024
Q4 | $386K | Sell |
9,644
-2,618
| -21% | -$105K | 0.03% | 200 |
|
|
2024
Q3 | $506K | Hold |
12,262
| – | – | 0.04% | 168 |
|
|
2024
Q2 | $506K | Sell |
12,262
-552
| -4% | -$22.8K | 0.04% | 168 |
|
|
2024
Q1 | $538K | Buy |
12,814
+1,011
| +9% | +$42.4K | 0.04% | 163 |
|
|
2023
Q4 | $383K | Buy |
11,803
+500
| +4% | +$16.2K | 0.04% | 188 |
|
|
2023
Q3 | $366K | Sell |
11,303
-105
| -0.9% | -$3.4K | 0.03% | 194 |
|
|
2023
Q2 | $424K | Sell |
11,408
-2,105
| -16% | -$78.3K | 0.04% | 183 |
|
|
2023
Q1 | $526K | Buy |
13,513
+4,988
| +59% | +$194K | 0.05% | 166 |
|
|
2022
Q4 | $336K | Sell |
8,525
-3,598
| -30% | -$142K | 0.03% | 218 |
|
|
2022
Q3 | $460K | Buy |
12,123
+1,226
| +11% | +$46.5K | 0.05% | 171 |
|
|
2022
Q2 | $553K | Sell |
10,897
-728
| -6% | -$36.9K | 0.05% | 160 |
|
|
2022
Q1 | $592K | Buy |
11,625
+139
| +1% | +$7.08K | 0.05% | 167 |
|
|
2021
Q4 | $597K | Sell |
11,486
-1,531
| -12% | -$79.6K | 0.04% | 166 |
|
|
2021
Q3 | $703K | Buy |
13,017
+1,777
| +16% | +$96K | 0.06% | 140 |
|
|
2021
Q2 | $630K | Buy |
11,240
+148
| +1% | +$8.3K | 0.05% | 147 |
|
|
2021
Q1 | $645K | Sell |
11,092
-252
| -2% | -$14.7K | 0.05% | 147 |
|
|
2020
Q4 | $666K | Buy |
11,344
+55
| +0.5% | +$3.23K | 0.06% | 140 |
|
|
2020
Q3 | $672K | Buy |
11,289
+971
| +9% | +$57.8K | 0.06% | 128 |
|
|
2020
Q2 | $569K | Sell |
10,318
-770
| -7% | -$42.5K | 0.06% | 137 |
|
|
2020
Q1 | $596K | Sell |
11,088
-706
| -6% | -$37.9K | 0.07% | 126 |
|
|
2019
Q4 | $724K | Sell |
11,794
-434
| -4% | -$26.6K | 0.07% | 134 |
|
|
2019
Q3 | $738K | Sell |
12,228
-35
| -0.3% | -$2.11K | 0.07% | 129 |
|
|
2019
Q2 | $701K | Sell |
12,263
-98
| -0.8% | -$5.6K | 0.07% | 137 |
|
|
2019
Q1 | $731K | Buy |
12,361
+648
| +6% | +$38.3K | 0.07% | 135 |
|
|
2018
Q4 | $659K | Sell |
11,713
-2,185
| -16% | -$123K | 0.07% | 143 |
|
|
2018
Q3 | $742K | Sell |
13,898
-259
| -2% | -$13.8K | 0.07% | 146 |
|
|
2018
Q2 | $712K | Sell |
14,157
-277
| -2% | -$13.9K | 0.07% | 146 |
|
|
2018
Q1 | $690K | Sell |
14,434
-637
| -4% | -$30.5K | 0.07% | 143 |
|
|
2017
Q4 | $798K | Sell |
15,071
-949
| -6% | -$50.2K | 0.08% | 137 |
|
|
2017
Q3 | $793K | Buy |
16,020
+1,461
| +10% | +$72.3K | 0.08% | 137 |
|
|
2017
Q2 | $650K | Sell |
14,559
-2,803
| -16% | -$125K | 0.07% | 138 |
|
|
2017
Q1 | $846K | Buy |
17,362
+724
| +4% | +$35.3K | 0.09% | 126 |
|
|
2016
Q4 | $888K | Sell |
16,638
-2,728
| -14% | -$146K | 0.1% | 119 |
|
|
2016
Q3 | $1.01M | Sell |
19,366
-208,750
| -92% | -$10.9M | 0.11% | 111 |
|
|
2016
Q2 | $12.7M | Sell |
228,116
-11,362
| -5% | -$634K | 1.41% | 19 |
|
|
2016
Q1 | $13M | Buy |
239,478
+6,502
| +3% | +$352K | 1.45% | 18 |
|
|
2015
Q4 | $10.8M | Buy |
232,976
+4,555
| +2% | +$211K | 1.24% | 25 |
|
|
2015
Q3 | $9.94M | Buy |
228,421
+9,315
| +4% | +$405K | 1.19% | 29 |
|
|
2015
Q2 | $10.2M | Buy |
219,106
+5,558
| +3% | +$259K | 1.08% | 31 |
|
|
2015
Q1 | $10.4M | Buy |
213,548
+11,506
| +6% | +$559K | 1.07% | 32 |
|
|
2014
Q4 | $9.45M | Buy |
202,042
+5,457
| +3% | +$255K | 0.96% | 32 |
|
|
2014
Q3 | $9.83M | Buy |
196,585
+20,377
| +12% | +$1.02M | 1.02% | 32 |
|
|
2014
Q2 | $8.62M | Sell |
176,208
-1,738
| -1% | -$85K | 0.88% | 43 |
|
|
2014
Q1 | $8.46M | Buy |
177,946
+171,975
| +2,880% | +$8.18M | 0.89% | 37 |
|
|
2013
Q4 | $293K | Hold |
5,971
| – | – | 0.03% | 202 |
|
|
2013
Q3 | $278K | Hold |
5,971
| – | – | 0.03% | 194 |
|
|
2013
Q2 | $300K | Buy |
+5,971
| New | +$300K | 0.04% | 187 |
|