Summit Financial Group’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$1.21M Sell
28,826
-395
-1% -$16.6K 0.43% 66
2023
Q4
$1.1M Sell
29,221
-2,400
-8% -$90.5K 0.42% 70
2023
Q3
$1.02M Sell
31,621
-400
-1% -$13K 0.43% 70
2023
Q2
$1.19M Buy
32,021
+814
+3% +$30.3K 0.46% 62
2023
Q1
$1.21M Sell
31,207
-250
-0.8% -$9.72K 0.46% 61
2022
Q4
$1.24M Sell
31,457
-1,135
-3% -$44.7K 0.49% 56
2022
Q3
$1.24M Buy
32,592
+429
+1% +$16.3K 0.51% 53
2022
Q2
$1.63M Buy
32,163
+657
+2% +$33.3K 0.63% 44
2022
Q1
$1.61M Sell
31,506
-400
-1% -$20.4K 0.54% 50
2021
Q4
$1.66M Buy
31,906
+222
+0.7% +$11.5K 0.54% 51
2021
Q3
$1.71M Sell
31,684
-250
-0.8% -$13.5K 0.62% 44
2021
Q2
$1.79M Buy
31,934
+1,005
+3% +$56.3K 0.67% 40
2021
Q1
$1.8M Buy
30,929
+61
+0.2% +$3.55K 0.75% 37
2020
Q4
$1.81M Sell
30,868
-271
-0.9% -$15.9K 0.79% 37
2020
Q3
$1.85M Buy
31,139
+616
+2% +$36.6K 0.92% 30
2020
Q2
$1.68M Sell
30,523
-459
-1% -$25.3K 0.88% 32
2020
Q1
$1.66M Sell
30,982
-100
-0.3% -$5.37K 0.99% 29
2019
Q4
$1.91M Buy
31,082
+18
+0.1% +$1.11K 0.91% 31
2019
Q3
$1.88M Sell
31,064
-4,528
-13% -$273K 0.95% 30
2019
Q2
$2.03M Sell
35,592
-192
-0.5% -$11K 0.92% 30
2019
Q1
$2.12M Sell
35,784
-1,505
-4% -$89K 1.65% 16
2018
Q4
$2.1M Hold
37,289
1.78% 15
2018
Q3
$1.99M Sell
37,289
-100
-0.3% -$5.34K 1.48% 17
2018
Q2
$1.88M Sell
37,389
-230
-0.6% -$11.6K 1.46% 18
2018
Q1
$1.8M Buy
37,619
+1,363
+4% +$65.2K 1.41% 17
2017
Q4
$1.92M Sell
36,256
-3,550
-9% -$188K 1.57% 14
2017
Q3
$1.97M Sell
39,806
-429
-1% -$21.2K 1.64% 15
2017
Q2
$1.8M Buy
+40,235
New +$1.8M 1.56% 16