SPIA
Steward Partners Investment Advisory’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.7M | Buy |
847,867
+7,369
| +0.9% | +$319K | 0.29% | 64 |
|
|
2025
Q1 | $38.1M | Buy |
840,498
+67,190
| +9% | +$3.05M | 0.34% | 57 |
|
|
2024
Q4 | $30.9M | Buy |
773,308
+40,154
| +5% | +$1.61M | 0.27% | 72 |
|
|
2024
Q3 | $32.9M | Buy |
733,154
+57,145
| +8% | +$2.57M | 0.3% | 69 |
|
|
2024
Q2 | $27.9M | Buy |
676,009
+21,284
| +3% | +$878K | 0.29% | 67 |
|
|
2024
Q1 | $27.5M | Buy |
654,725
+112,661
| +21% | +$4.73M | 0.3% | 70 |
|
|
2023
Q4 | $20.4M | Sell |
542,064
-8,314
| -2% | -$313K | 0.28% | 73 |
|
|
2023
Q3 | $17.8M | Buy |
550,378
+22,201
| +4% | +$720K | 0.27% | 76 |
|
|
2023
Q2 | $19.6M | Sell |
528,177
-70,877
| -12% | -$2.64M | 0.29% | 73 |
|
|
2023
Q1 | $23.3M | Buy |
599,054
+103,300
| +21% | +$4.02M | 0.37% | 57 |
|
|
2022
Q4 | $19.5M | Sell |
495,754
-6,131
| -1% | -$242K | 0.33% | 68 |
|
|
2022
Q3 | $19.1M | Sell |
501,885
-59,552
| -11% | -$2.26M | 0.36% | 59 |
|
|
2022
Q2 | $28.5M | Buy |
561,437
+11,814
| +2% | +$600K | 0.52% | 31 |
|
|
2022
Q1 | $28M | Buy |
549,623
+105,410
| +24% | +$5.37M | 0.43% | 44 |
|
|
2021
Q4 | $23.1M | Sell |
444,213
-97,217
| -18% | -$5.05M | 0.35% | 59 |
|
|
2021
Q3 | $29.2M | Sell |
541,430
-77,654
| -13% | -$4.19M | 0.5% | 34 |
|
|
2021
Q2 | $34.7M | Sell |
619,084
-66,723
| -10% | -$3.74M | 0.59% | 24 |
|
|
2021
Q1 | $39.9M | Buy |
685,807
+140,562
| +26% | +$8.17M | 0.7% | 19 |
|
|
2020
Q4 | $32M | Buy |
545,245
+22,462
| +4% | +$1.32M | 0.69% | 22 |
|
|
2020
Q3 | $31.1M | Buy |
522,783
+42,483
| +9% | +$2.53M | 0.78% | 16 |
|
|
2020
Q2 | $26.5M | Buy |
480,300
+35,755
| +8% | +$1.97M | 0.75% | 21 |
|
|
2020
Q1 | $23.9M | Buy |
444,545
+46,973
| +12% | +$2.52M | 0.87% | 17 |
|
|
2019
Q4 | $24.4M | Buy |
397,572
+17,728
| +5% | +$1.09M | 0.72% | 26 |
|
|
2019
Q3 | $22.9M | Buy |
379,844
+15,405
| +4% | +$930K | 0.77% | 24 |
|
|
2019
Q2 | $20.8M | Buy |
364,439
+45,656
| +14% | +$2.61M | 0.76% | 26 |
|
|
2019
Q1 | $18.8M | Buy |
318,783
+65,512
| +26% | +$3.87M | 0.8% | 29 |
|
|
2018
Q4 | $14.2M | Buy |
253,271
+54,768
| +28% | +$3.08M | 0.69% | 34 |
|
|
2018
Q3 | $10.6M | Buy |
198,503
+45,479
| +30% | +$2.43M | 0.51% | 38 |
|
|
2018
Q2 | $7.7M | Buy |
153,024
+35,007
| +30% | +$1.76M | 0.46% | 43 |
|
|
2018
Q1 | $5.64M | Buy |
118,017
+1,996
| +2% | +$95.4K | 0.39% | 55 |
|
|
2017
Q4 | $6.14M | Buy |
116,021
+3,745
| +3% | +$198K | 0.47% | 44 |
|
|
2017
Q3 | $5.56M | Buy |
112,276
+6,674
| +6% | +$330K | 0.57% | 40 |
|
|
2017
Q2 | $4.72M | Buy |
105,602
+16,519
| +19% | +$738K | 0.53% | 51 |
|
|
2017
Q1 | $4.34M | Buy |
+89,083
| New | +$4.34M | 0.66% | 44 |
|