Southern Capital Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-6,844
| Closed | -$282K | – | 80 |
|
2024
Q2 | $282K | Buy |
+6,844
| New | +$282K | 0.17% | 52 |
|
2024
Q1 | – | Sell |
-6,263
| Closed | -$236K | – | 79 |
|
2023
Q4 | $236K | Sell |
6,263
-447
| -7% | -$16.9K | 0.17% | 53 |
|
2023
Q3 | $217K | Sell |
6,710
-3,726
| -36% | -$121K | 0.18% | 55 |
|
2023
Q2 | $388K | Sell |
10,436
-420
| -4% | -$15.6K | 0.3% | 44 |
|
2023
Q1 | $422K | Buy |
10,856
+2,225
| +26% | +$86.5K | 0.31% | 43 |
|
2022
Q4 | $340K | Buy |
8,631
+1,602
| +23% | +$63.1K | 0.26% | 54 |
|
2022
Q3 | $267K | Buy |
7,029
+2,722
| +63% | +$103K | 0.22% | 53 |
|
2022
Q2 | $219K | Buy |
4,307
+31
| +0.7% | +$1.58K | 0.17% | 59 |
|
2022
Q1 | $218K | Buy |
4,276
+64
| +2% | +$3.26K | 0.15% | 72 |
|
2021
Q4 | $219K | Buy |
+4,212
| New | +$219K | 0.14% | 69 |
|