Sowell Financial Services’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.53M | Buy |
174,132
+46,981
| +37% | +$2.03M | 0.31% | 66 |
|
|
2025
Q1 | $5.77M | Sell |
127,151
-1,140
| -0.9% | -$51.7K | 0.26% | 81 |
|
|
2024
Q4 | $5.13M | Sell |
128,291
-30,203
| -19% | -$1.21M | 0.27% | 90 |
|
|
2024
Q3 | $7.12M | Sell |
158,494
-15,323
| -9% | -$688K | 0.33% | 70 |
|
|
2024
Q2 | $7.17M | Sell |
173,817
-25,593
| -13% | -$1.06M | 0.34% | 67 |
|
|
2024
Q1 | $8.37M | Sell |
199,410
-38,596
| -16% | -$1.62M | 0.39% | 58 |
|
|
2023
Q4 | $8.97M | Sell |
238,006
-24,291
| -9% | -$916K | 0.49% | 47 |
|
|
2023
Q3 | $8.5M | Sell |
262,297
-39,196
| -13% | -$1.27M | 0.53% | 36 |
|
|
2023
Q2 | $11.2M | Buy |
301,493
+87,257
| +41% | +$3.25M | 0.63% | 30 |
|
|
2023
Q1 | $8.33M | Sell |
214,236
-112,583
| -34% | -$4.38M | 0.64% | 22 |
|
|
2022
Q4 | $12.9M | Buy |
326,819
+93,108
| +40% | +$3.67M | 0.83% | 19 |
|
|
2022
Q3 | $8.87M | Sell |
233,711
-64,590
| -22% | -$2.45M | 0.89% | 16 |
|
|
2022
Q2 | $15.1M | Buy |
298,301
+239,278
| +405% | +$12.1M | 1.4% | 10 |
|
|
2022
Q1 | $2.92M | Sell |
59,023
-122,433
| -67% | -$6.06M | 0.51% | 38 |
|
|
2021
Q4 | $9.43M | Sell |
181,456
-25,052
| -12% | -$1.3M | 0.54% | 35 |
|
|
2021
Q3 | $11.2M | Buy |
206,508
+10,779
| +6% | +$582K | 0.75% | 22 |
|
|
2021
Q2 | $11M | Sell |
195,729
-150,056
| -43% | -$8.41M | 0.73% | 21 |
|
|
2021
Q1 | $20.5M | Buy |
345,785
+99,524
| +40% | +$5.9M | 0.71% | 22 |
|
|
2020
Q4 | $14.5M | Buy |
246,261
+6,042
| +3% | +$355K | 0.62% | 37 |
|
|
2020
Q3 | $14.3M | Buy |
240,219
+25,180
| +12% | +$1.5M | 0.71% | 27 |
|
|
2020
Q2 | $11.9M | Sell |
215,039
-14,226
| -6% | -$784K | 0.65% | 30 |
|
|
2020
Q1 | $12.3M | Buy |
229,265
+32,061
| +16% | +$1.72M | 0.91% | 17 |
|
|
2019
Q4 | $12.1M | Buy |
197,204
+388
| +0.2% | +$23.8K | 0.92% | 13 |
|
|
2019
Q3 | $11.9M | Buy |
+196,816
| New | +$11.9M | 0.98% | 10 |
|
|
2019
Q1 | $9.62M | Buy |
162,703
+10,356
| +7% | +$612K | 1.07% | 12 |
|
|
2018
Q4 | $8.57M | Buy |
152,347
+4,463
| +3% | +$251K | 1.21% | 13 |
|
|
2018
Q3 | $7.9M | Buy |
147,884
+1,920
| +1% | +$103K | 1.15% | 13 |
|
|
2018
Q2 | $7.62M | Buy |
145,964
+8,987
| +7% | +$469K | 1.62% | 8 |
|
|
2018
Q1 | $6.54M | Buy |
136,977
+2,264
| +2% | +$108K | 1.63% | 11 |
|
|
2017
Q4 | $6.94M | Sell |
134,713
-10,302
| -7% | -$531K | 1.7% | 10 |
|
|
2017
Q3 | $6.94M | Buy |
145,015
+6,494
| +5% | +$311K | 1.81% | 10 |
|
|
2017
Q2 | $6.73M | Buy |
138,521
+13,304
| +11% | +$647K | 1.91% | 9 |
|
|
2017
Q1 | $5.64M | Buy |
125,217
+24,724
| +25% | +$1.11M | 1.67% | 9 |
|
|
2016
Q4 | $4.85M | Buy |
+100,493
| New | +$4.85M | 1.62% | 11 |
|