SimpliFi Inc’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.26M Buy
29,046
+279
+1% +$12.1K 0.55% 18
2025
Q1
$1.3M Buy
28,767
+299
+1% +$13.6K 0.6% 18
2024
Q4
$1.14M Buy
28,468
+281
+1% +$11.2K 0.52% 19
2024
Q3
$1.27M Buy
28,187
+277
+1% +$12.4K 0.56% 19
2024
Q2
$1.15M Buy
27,910
+559
+2% +$23.1K 0.53% 21
2024
Q1
$1.15M Sell
27,351
-3,479
-11% -$146K 0.52% 19
2023
Q4
$999K Hold
30,830
0.49% 18
2023
Q3
$999K Buy
30,830
+382
+1% +$12.4K 0.49% 18
2023
Q2
$1.13M Buy
30,448
+334
+1% +$12.4K 0.54% 17
2023
Q1
$1.17M Buy
30,114
+303
+1% +$11.8K 0.58% 16
2022
Q4
$1.17M Sell
29,811
-52
-0.2% -$2.05K 0.61% 14
2022
Q3
$1.13M Buy
29,863
+300
+1% +$11.4K 0.59% 14
2022
Q2
$1.5M Buy
29,563
+12
+0% +$609 0.74% 14
2022
Q1
$1.51M Buy
29,551
+253
+0.9% +$12.9K 0.68% 14
2021
Q4
$1.52M Buy
29,298
+255
+0.9% +$13.2K 0.66% 15
2021
Q3
$1.57M Sell
29,043
-2,676
-8% -$145K 0.7% 10
2021
Q2
$1.78M Sell
31,719
-14
-0% -$784 0.8% 10
2021
Q1
$1.85M Sell
31,733
-296
-0.9% -$17.2K 0.86% 12
2020
Q4
$1.88M Buy
32,029
+2,417
+8% +$142K 0.88% 12
2020
Q3
$1.76M Buy
29,612
+228
+0.8% +$13.6K 0.88% 12
2020
Q2
$1.62M Sell
29,384
-1,941
-6% -$107K 0.85% 12
2020
Q1
$1.68M Buy
31,325
+1,732
+6% +$93.1K 1.05% 14
2019
Q4
$1.82M Buy
29,593
+2,402
+9% +$147K 1.03% 13
2019
Q3
$1.64M Buy
27,191
+442
+2% +$26.7K 0.97% 13
2019
Q2
$1.53M Buy
26,749
+384
+1% +$21.9K 0.91% 12
2019
Q1
$1.56M Buy
26,365
+261
+1% +$15.4K 0.98% 11
2018
Q4
$1.47M Sell
26,104
-193
-0.7% -$10.9K 1.06% 11
2018
Q3
$1.4M Buy
26,297
+1,241
+5% +$66.3K 0.98% 12
2018
Q2
$1.26M Sell
25,056
-1,846
-7% -$92.9K 0.99% 13
2018
Q1
$1.29M Buy
26,902
+1,214
+5% +$58K 1.06% 12
2017
Q4
$1.36M Buy
+25,688
New +$1.36M 1.13% 12