Strategic 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
$280K Sell
6,465
-201
-3% -$8.7K 0.02% 121
2025
Q1
$302K Sell
6,666
-447
-6% -$20.3K 0.02% 112
2024
Q4
$284K Buy
7,113
+272
+4% +$10.9K 0.02% 116
2024
Q3
$307K Hold
6,841
0.02% 109
2024
Q2
$282K Sell
6,841
-35
-0.5% -$1.44K 0.02% 112
2024
Q1
$289K Buy
6,876
+535
+8% +$22.5K 0.02% 109
2023
Q4
$239K Sell
6,341
-149
-2% -$5.62K 0.02% 115
2023
Q3
$210K Hold
6,490
0.02% 117
2023
Q2
$212K Sell
6,490
-604
-9% -$19.8K 0.02% 119
2023
Q1
$276K Buy
7,094
+498
+8% +$19.4K 0.02% 108
2022
Q4
$260K Sell
6,596
-893
-12% -$35.2K 0.02% 113
2022
Q3
$284K Sell
7,489
-17,667
-70% -$670K 0.03% 107
2022
Q2
$1.28M Sell
25,156
-1,499
-6% -$76.1K 0.11% 68
2022
Q1
$1.36M Sell
26,655
-1,594
-6% -$81.2K 0.1% 72
2021
Q4
$1.47M Sell
28,249
-7,110
-20% -$369K 0.11% 69
2021
Q3
$1.91M Sell
35,359
-3,924
-10% -$212K 0.15% 61
2021
Q2
$2.2M Sell
39,283
-1,337
-3% -$74.9K 0.17% 61
2021
Q1
$2.36M Sell
40,620
-6,230
-13% -$362K 0.2% 58
2020
Q4
$2.75M Sell
46,850
-848
-2% -$49.8K 0.25% 54
2020
Q3
$2.84M Sell
47,698
-5,589
-10% -$333K 0.29% 49
2020
Q2
$2.94M Sell
53,287
-26,192
-33% -$1.44M 0.33% 47
2020
Q1
$4.27M Sell
79,479
-12,106
-13% -$650K 0.57% 32
2019
Q4
$5.62M Sell
91,585
-19,293
-17% -$1.18M 0.65% 34
2019
Q3
$6.69M Sell
110,878
-1,651
-1% -$99.7K 0.86% 31
2019
Q2
$6.43M Buy
112,529
+34,809
+45% +$1.99M 0.85% 26
2019
Q1
$4.6M Sell
77,720
-646
-0.8% -$38.2K 0.64% 45
2018
Q4
$4.41M Sell
78,366
-515
-0.7% -$29K 0.69% 40
2018
Q3
$4.21M Sell
78,881
-2,871
-4% -$153K 0.63% 43
2018
Q2
$4.11M Buy
81,752
+1,466
+2% +$73.8K 0.63% 40
2018
Q1
$3.84M Buy
80,286
+1,969
+3% +$94.2K 0.62% 47
2017
Q4
$4.15M Sell
78,317
-231
-0.3% -$12.2K 0.66% 42
2017
Q3
$3.89M Sell
78,548
-68
-0.1% -$3.37K 0.64% 47
2017
Q2
$3.51M Buy
78,616
+3,295
+4% +$147K 0.61% 53
2017
Q1
$3.67M Sell
75,321
-77
-0.1% -$3.75K 0.67% 45
2016
Q4
$4.03M Buy
75,398
+780
+1% +$41.6K 0.77% 32
2016
Q3
$3.88M Sell
74,618
-697
-0.9% -$36.2K 0.77% 31
2016
Q2
$4.17M Sell
75,315
-784
-1% -$43.4K 0.84% 27
2016
Q1
$4.12M Sell
76,099
-29,983
-28% -$1.62M 0.96% 22
2015
Q4
$4.9M Buy
106,082
+4,187
+4% +$194K 1.29% 15
2015
Q3
$4.43M Buy
101,895
+1,270
+1% +$55.3K 1.23% 14
2015
Q2
$4.69M Sell
100,625
-286
-0.3% -$13.3K 1.32% 14
2015
Q1
$4.91M Buy
100,911
+1,557
+2% +$75.7K 1.26% 15
2014
Q4
$4.65M Sell
99,354
-67
-0.1% -$3.13K 1.26% 15
2014
Q3
$4.97M Buy
99,421
+2,814
+3% +$141K 1.39% 13
2014
Q2
$4.73M Buy
96,607
+14,307
+17% +$700K 1.31% 13
2014
Q1
$3.92M Buy
82,300
+4,509
+6% +$214K 1.15% 19
2013
Q4
$3.82M Sell
77,791
-1,599
-2% -$78.6K 1.21% 18
2013
Q3
$3.71M Buy
79,390
+25,547
+47% +$1.19M 1.25% 16
2013
Q2
$2.71M Buy
+53,843
New +$2.71M 0.96% 32