Sovereign Financial Group’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$488K Buy
11,269
+187
+2% +$8.09K 0.1% 178
2025
Q1
$503K Sell
11,082
-574
-5% -$26K 0.12% 158
2024
Q4
$466K Buy
11,656
+492
+4% +$19.7K 0.11% 173
2024
Q3
$501K Sell
11,164
-555
-5% -$24.9K 0.12% 164
2024
Q2
$483K Buy
11,719
+91
+0.8% +$3.75K 0.12% 157
2024
Q1
$488K Buy
11,628
+3,515
+43% +$147K 0.13% 155
2023
Q4
$306K Sell
8,113
-6,514
-45% -$246K 0.09% 187
2023
Q3
$474K Sell
14,627
-1,383
-9% -$44.8K 0.17% 127
2023
Q2
$595K Buy
16,010
+744
+5% +$27.7K 0.19% 122
2023
Q1
$594K Buy
15,266
+196
+1% +$7.62K 0.22% 109
2022
Q4
$594K Buy
15,070
+3,957
+36% +$156K 0.23% 110
2022
Q3
$422K Sell
11,113
-45
-0.4% -$1.71K 0.17% 117
2022
Q2
$566K Buy
11,158
+17
+0.2% +$862 0.22% 100
2022
Q1
$568K Buy
11,141
+2,427
+28% +$124K 0.21% 106
2021
Q4
$453K Buy
8,714
+3,725
+75% +$194K 0.18% 116
2021
Q3
$269K Sell
4,989
-670
-12% -$36.1K 0.15% 133
2021
Q2
$329K Hold
5,659
0.2% 106
2021
Q1
$329K Buy
+5,659
New +$329K 0.21% 105