Souders Financial Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $914K | Sell |
21,121
-607
| -3% | -$26.3K | 0.12% | 94 |
|
|
2025
Q1 | $986K | Sell |
21,728
-2,145
| -9% | -$97.3K | 0.14% | 92 |
|
|
2024
Q4 | $955K | Sell |
23,873
-493
| -2% | -$19.7K | 0.13% | 103 |
|
|
2024
Q3 | $1.09M | Buy |
24,366
+93
| +0.4% | +$4.18K | 0.15% | 97 |
|
|
2024
Q2 | $1M | Buy |
24,273
+4,832
| +25% | +$199K | 0.15% | 97 |
|
|
2024
Q1 | $816K | Sell |
19,441
-502
| -3% | -$21.1K | 0.13% | 106 |
|
|
2023
Q4 | $752K | Sell |
19,943
-2,391
| -11% | -$90.1K | 0.13% | 102 |
|
|
2023
Q3 | $724K | Buy |
22,334
+2,882
| +15% | +$93.4K | 0.14% | 100 |
|
|
2023
Q2 | $723K | Sell |
19,452
-207
| -1% | -$7.7K | 0.14% | 100 |
|
|
2023
Q1 | $765K | Buy |
19,659
+4,750
| +32% | +$185K | 0.16% | 94 |
|
|
2022
Q4 | $587K | Buy |
14,909
+842
| +6% | +$33.2K | 0.13% | 100 |
|
|
2022
Q3 | $534K | Sell |
14,067
-82
| -0.6% | -$3.11K | 0.15% | 104 |
|
|
2022
Q2 | $718K | Buy |
14,149
+353
| +3% | +$17.9K | 0.21% | 85 |
|
|
2022
Q1 | $703K | Sell |
13,796
-395
| -3% | -$20.1K | 0.2% | 97 |
|
|
2021
Q4 | $737K | Sell |
14,191
-52,382
| -79% | -$2.72M | 0.21% | 88 |
|
|
2021
Q3 | $3.6M | Buy |
66,573
+3,274
| +5% | +$177K | 1.16% | 22 |
|
|
2021
Q2 | $3.55M | Buy |
63,299
+5,092
| +9% | +$285K | 1.2% | 23 |
|
|
2021
Q1 | $3.39M | Buy |
58,207
+4,586
| +9% | +$267K | 1.33% | 20 |
|
|
2020
Q4 | $3.15M | Buy |
53,621
+1,096
| +2% | +$64.4K | 1.37% | 19 |
|
|
2020
Q3 | $3.21M | Buy |
52,525
+2,920
| +6% | +$178K | 1.52% | 16 |
|
|
2020
Q2 | $2.74M | Buy |
49,605
+23,882
| +93% | +$1.32M | 1.56% | 17 |
|
|
2020
Q1 | $1.38M | Buy |
+25,723
| New | +$1.38M | 1.22% | 18 |
|