Stamos Capital Partners’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.2M | Buy |
120,099
+20,843
| +21% | +$902K | 0.93% | 29 |
|
|
2025
Q1 | $4.5M | Sell |
99,256
-76,964
| -44% | -$3.49M | 1.18% | 19 |
|
|
2024
Q4 | $7.05M | Buy |
176,220
+10,000
| +6% | +$400K | 1.65% | 11 |
|
|
2024
Q3 | $7.46M | Sell |
166,220
-11,900
| -7% | -$534K | 1.76% | 9 |
|
|
2024
Q2 | $7.35M | Sell |
178,120
-22,130
| -11% | -$913K | 1.56% | 10 |
|
|
2024
Q1 | $8.4M | Sell |
200,250
-30,380
| -13% | -$1.27M | 1.91% | 9 |
|
|
2023
Q4 | $8.69M | Sell |
230,630
-39,440
| -15% | -$1.49M | 2.36% | 9 |
|
|
2023
Q3 | $8.75M | Buy |
270,070
+53,400
| +25% | +$1.73M | 1.95% | 11 |
|
|
2023
Q2 | $8.06M | Buy |
216,670
+37,340
| +21% | +$1.39M | 1.88% | 13 |
|
|
2023
Q1 | $6.97M | Buy |
179,330
+8,860
| +5% | +$345K | 1.8% | 14 |
|
|
2022
Q4 | $6.72M | Buy |
+170,470
| New | +$6.72M | 2.13% | 9 |
|
|
2022
Q3 | – | Sell |
-305,760
| Closed | -$15.5M | – | 194 |
|
|
2022
Q2 | $15.5M | Buy |
305,760
+35,950
| +13% | +$1.82M | 4.69% | 2 |
|
|
2022
Q1 | $13.7M | Buy |
269,810
+96,910
| +56% | +$4.94M | 4.59% | 2 |
|
|
2021
Q4 | $8.98M | Buy |
172,900
+86,810
| +101% | +$4.51M | 4.17% | 3 |
|
|
2021
Q3 | $4.65M | Hold |
86,090
| – | – | 2.6% | 17 |
|
|
2021
Q2 | $4.82M | Buy |
86,090
+1,890
| +2% | +$106K | 2.54% | 18 |
|
|
2021
Q1 | $4.9M | Hold |
84,200
| – | – | 2.47% | 18 |
|
|
2020
Q4 | $4.95M | Buy |
+84,200
| New | +$4.95M | 2.11% | 14 |
|
|
2020
Q3 | – | Sell |
-13,000
| Closed | -$717K | – | 70 |
|
|
2020
Q2 | $717K | Sell |
13,000
-23,750
| -65% | -$1.31M | 0.41% | 38 |
|
|
2020
Q1 | $1.98M | Buy |
+36,750
| New | +$1.98M | 1.04% | 37 |
|
|
2019
Q3 | – | Sell |
-8,000
| Closed | -$453K | – | 53 |
|
|
2019
Q2 | $453K | Sell |
8,000
-5,000
| -38% | -$283K | 0.45% | 42 |
|
|
2019
Q1 | $740K | Sell |
13,000
-6,000
| -32% | -$342K | 0.95% | 34 |
|
|
2018
Q4 | $1.07M | Buy |
+19,000
| New | +$1.07M | 0.81% | 37 |
|