Sonata Capital Group’s Verizon VZ Stock Holding History

Sonata Capital Group’s Portfolio VZ Stock Details VZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-8,305	Closed	-$332K	–	113
2024 Q4	$332K	Hold	8,305	–	–	0.14%	85
2024 Q3	$373K	Hold	8,305	–	–	0.16%	82
2024 Q2	$342K	Sell	8,305 -34	-0.4%	-$1.37K	0.18%	71
2024 Q1	$350K	Hold	8,339	–	–	0.16%	90
2023 Q4	$314K	Sell	8,339 -250	-3%	-$8.85K	0.16%	88
2023 Q3	$278K	Buy	8,589 +34	+0.4%	+$1.15K	0.15%	88
2023 Q2	$318K	Sell	8,555 -1,000	-10%	-$37K	0.16%	85
2023 Q1	$372K	Hold	9,555	–	–	0.2%	77
2022 Q4	$376K	Buy	+9,555	New	+$360K	0.21%	73
2022 Q3	–	Sell	-6,322	Closed	-$321K	–	111
2022 Q2	$321K	Sell	6,322 -278	-4%	-$14.1K	0.17%	82
2022 Q1	$336K	Sell	6,600 -1,122	-15%	-$59.4K	0.15%	93
2021 Q4	$401K	Sell	7,722 -1,768	-19%	-$92.2K	0.17%	87
2021 Q3	$513K	Sell	9,490 -2,349	-20%	-$130K	0.23%	73
2021 Q2	$663K	Hold	11,839	–	–	0.3%	67
2021 Q1	$688K	Sell	11,839 -104	-0.9%	-$5.87K	0.33%	66
2020 Q4	$702K	Sell	11,943 -1,500	-11%	-$89.1K	0.35%	66
2020 Q3	$800K	Buy	13,443 +701	+6%	+$40.7K	0.47%	54
2020 Q2	$702K	Buy	12,742 +540	+4%	+$30.4K	0.45%	56
2020 Q1	$656K	Sell	12,202 -808	-6%	-$46.2K	0.49%	54
2019 Q4	$799K	Buy	13,010 +1,900	+17%	+$115K	0.48%	52
2019 Q3	$671K	Buy	11,110 +450	+4%	+$25.9K	0.45%	56
2019 Q2	$609K	Hold	10,660	–	–	0.42%	58
2019 Q1	$630K	Hold	10,660	–	–	0.47%	51
2018 Q4	$599K	Sell	10,660 -500	-4%	-$28.4K	0.49%	51
2018 Q3	$596K	Buy	11,160 +187	+2%	+$9.9K	0.4%	52
2018 Q2	$552K	Sell	10,973 -1,146	-9%	-$55.5K	0.4%	57
2018 Q1	$580K	Sell	12,119 -1,500	-11%	-$75.4K	0.43%	55
2017 Q4	$721K	Sell	13,619 -57	-0.4%	-$2.8K	0.52%	42
2017 Q3	$677K	Hold	13,676	–	–	0.5%	45
2017 Q2	$611K	Buy	13,676 +664	+5%	+$30.9K	0.46%	48
2017 Q1	$634K	Sell	13,012 -500	-4%	-$25.1K	0.48%	47
2016 Q4	$721K	Buy	13,512 +500	+4%	+$25K	0.56%	41
2016 Q3	$676K	Hold	13,012	–	–	0.55%	43
2016 Q2	$727K	Sell	13,012 -355	-3%	-$18.4K	0.62%	40
2016 Q1	$723K	Sell	13,367 -675	-5%	-$33.8K	0.63%	39
2015 Q4	$649K	Hold	14,042	–	–	0.57%	41
2015 Q3	$611K	Sell	14,042 -345	-2%	-$15.9K	0.57%	42
2015 Q2	$671K	Hold	14,387	–	–	0.58%	40
2015 Q1	$700K	Buy	14,387 +250	+2%	+$12.1K	0.61%	39
2014 Q4	$661K	Buy	+14,137	New	+$692K	0.6%	44

Other funds holding VZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sonata Capital Group's VZ Position: Q1 2025 in Review

Sonata Capital Group sold out of Verizon (VZ) in Q1 2025, closing a stake of 8,305 shares — an estimated $332K sold.

Sonata Capital Group first reported a position in VZ in Q4 2014 and held it in 40 quarters. The position peaked at $800K in Q3 2020. 3,051 funds tracked by Wall St. Rank hold VZ as of Q1 2025.

Sonata Capital Group reported no remaining Verizon position as of Q1 2025 after selling out during the quarter.
Sonata Capital Group sold 8,305 Verizon shares in Q1 2025, an estimated $332K.
Sonata Capital Group first reported a position in Verizon in Q4 2014 and held it in 40 quarters.
Sonata Capital Group's Verizon position peaked at $800K in Q3 2020.
3,051 funds tracked by Wall St. Rank held Verizon as of Q1 2025.

Based on Sonata Capital Group's 13F filing for Q1 2025, filed 29 Apr 2025.