Financial Advocates Investment Management’s Verizon VZ Stock Holding History

Financial Advocates Investment Management’s Portfolio VZ Stock Details VZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.22M	Sell	28,267 -15,204	-35%	-$658K	0.1%	195
2025 Q1	$1.97M	Sell	43,471 -17,608	-29%	-$799K	0.14%	169
2024 Q4	$2.44M	Sell	61,079 -8,126	-12%	-$325K	0.14%	159
2024 Q3	$3.11M	Buy	69,205 +1,477	+2%	+$66.3K	0.18%	124
2024 Q2	$2.79M	Sell	67,728 -88,552	-57%	-$3.65M	0.17%	131
2024 Q1	$6.56M	Buy	156,280 +828	+0.5%	+$34.7K	0.38%	63
2023 Q4	$5.86M	Sell	155,452 -1,735	-1%	-$65.4K	0.38%	65
2023 Q3	$5.09M	Buy	157,187 +17,528	+13%	+$568K	0.37%	69
2023 Q2	$5.19M	Buy	139,659 +43,461	+45%	+$1.62M	0.37%	66
2023 Q1	$3.74M	Buy	96,198 +39,881	+71%	+$1.55M	0.27%	86
2022 Q4	$2.22M	Buy	56,317 +8,974	+19%	+$354K	0.17%	148
2022 Q3	$1.8M	Sell	47,343 -13,408	-22%	-$510K	0.15%	156
2022 Q2	$3.08M	Sell	60,751 -15,081	-20%	-$765K	0.25%	99
2022 Q1	$3.86M	Buy	75,832 +32,676	+76%	+$1.66M	0.25%	99
2021 Q4	$3.11M	Sell	43,156 -26,458	-38%	-$1.91M	0.2%	120
2021 Q3	$3.76M	Sell	69,614 -4,853	-7%	-$262K	0.25%	103
2021 Q2	$4.17M	Buy	74,467 +19,747	+36%	+$1.11M	0.28%	76
2021 Q1	$3.13M	Sell	54,720 -17,570	-24%	-$1M	0.22%	97
2020 Q4	$4.25M	Buy	72,290 +12,411	+21%	+$729K	0.29%	79
2020 Q3	$3.56M	Buy	59,879 +2,466	+4%	+$147K	0.3%	71
2020 Q2	$3.17M	Buy	57,413 +8,120	+16%	+$448K	0.3%	80
2020 Q1	$2.65M	Buy	49,293 +3,738	+8%	+$201K	0.38%	68
2019 Q4	$2.8M	Sell	45,555 -911	-2%	-$55.9K	0.3%	88
2019 Q3	$2.81M	Buy	46,466 +760	+2%	+$45.9K	0.32%	83
2019 Q2	$2.61M	Buy	45,706 +1,792	+4%	+$102K	0.3%	86
2019 Q1	$2.6M	Buy	43,914 +1,723	+4%	+$102K	0.32%	83
2018 Q4	$2.37M	Sell	42,191 -3,174	-7%	-$178K	0.32%	87
2018 Q3	$2.42M	Sell	45,365 -1,540	-3%	-$82.2K	0.27%	93
2018 Q2	$2.37M	Sell	46,905 -3,862	-8%	-$195K	0.29%	89
2018 Q1	$2.43M	Buy	50,767 +6,906	+16%	+$330K	0.32%	80
2017 Q4	$2.32M	Buy	+43,861	New	+$2.32M	0.32%	76