Financial Advocates Investment Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-28,267
| Closed | -$1.22M | – | 592 |
|
|
2025
Q2 | $1.22M | Sell |
28,267
-15,204
| -35% | -$658K | 0.1% | 195 |
|
|
2025
Q1 | $1.97M | Sell |
43,471
-17,608
| -29% | -$733K | 0.14% | 169 |
|
|
2024
Q4 | $2.44M | Sell |
61,079
-8,126
| -12% | -$343K | 0.14% | 159 |
|
|
2024
Q3 | $3.11M | Buy |
69,205
+1,477
| +2% | +$61.6K | 0.18% | 124 |
|
|
2024
Q2 | $2.79M | Sell |
67,728
-88,552
| -57% | -$3.57M | 0.17% | 131 |
|
|
2024
Q1 | $6.56M | Buy |
156,280
+828
| +0.5% | +$33.4K | 0.38% | 63 |
|
|
2023
Q4 | $5.86M | Sell |
155,452
-1,735
| -1% | -$61.4K | 0.38% | 65 |
|
|
2023
Q3 | $5.09M | Buy |
157,187
+17,528
| +13% | +$592K | 0.37% | 70 |
|
|
2023
Q2 | $5.19M | Buy |
139,659
+43,461
| +45% | +$1.61M | 0.37% | 67 |
|
|
2023
Q1 | $3.74M | Buy |
96,198
+39,881
| +71% | +$1.57M | 0.27% | 91 |
|
|
2022
Q4 | $2.22M | Buy |
56,317
+8,974
| +19% | +$338K | 0.17% | 149 |
|
|
2022
Q3 | $1.8M | Sell |
47,343
-13,408
| -22% | -$597K | 0.15% | 159 |
|
|
2022
Q2 | $3.08M | Sell |
60,751
-15,081
| -20% | -$763K | 0.25% | 99 |
|
|
2022
Q1 | $3.86M | Buy |
75,832
+32,676
| +76% | +$1.73M | 0.25% | 99 |
|
|
2021
Q4 | $3.11M | Sell |
43,156
-26,458
| -38% | -$1.38M | 0.2% | 125 |
|
|
2021
Q3 | $3.76M | Sell |
69,614
-4,853
| -7% | -$268K | 0.25% | 104 |
|
|
2021
Q2 | $4.17M | Buy |
74,467
+19,747
| +36% | +$1.13M | 0.28% | 81 |
|
|
2021
Q1 | $3.13M | Sell |
54,720
-17,570
| -24% | -$991K | 0.22% | 100 |
|
|
2020
Q4 | $4.25M | Buy |
72,290
+12,411
| +21% | +$737K | 0.29% | 80 |
|
|
2020
Q3 | $3.56M | Buy |
59,879
+2,466
| +4% | +$143K | 0.3% | 73 |
|
|
2020
Q2 | $3.17M | Buy |
57,413
+8,120
| +16% | +$457K | 0.3% | 85 |
|
|
2020
Q1 | $2.65M | Buy |
49,293
+3,738
| +8% | +$214K | 0.38% | 69 |
|
|
2019
Q4 | $2.8M | Sell |
45,555
-911
| -2% | -$55K | 0.3% | 89 |
|
|
2019
Q3 | $2.81M | Buy |
46,466
+760
| +2% | +$43.8K | 0.32% | 83 |
|
|
2019
Q2 | $2.61M | Buy |
45,706
+1,792
| +4% | +$103K | 0.3% | 86 |
|
|
2019
Q1 | $2.6M | Buy |
43,914
+1,723
| +4% | +$97.6K | 0.32% | 83 |
|
|
2018
Q4 | $2.37M | Sell |
42,191
-3,174
| -7% | -$180K | 0.32% | 87 |
|
|
2018
Q3 | $2.42M | Sell |
45,365
-1,540
| -3% | -$81.5K | 0.27% | 93 |
|
|
2018
Q2 | $2.37M | Sell |
46,905
-3,862
| -8% | -$187K | 0.29% | 89 |
|
|
2018
Q1 | $2.43M | Buy |
50,767
+6,906
| +16% | +$347K | 0.32% | 80 |
|
|
2017
Q4 | $2.32M | Buy |
+43,861
| New | +$2.16M | 0.32% | 76 |
|
Other funds holding VZ
Financial Advocates Investment Management's VZ Position: Q3 2025 in Review
Financial Advocates Investment Management sold out of Verizon (VZ) in Q3 2025, closing a stake of 28,267 shares — an estimated $1.22M sold.
Financial Advocates Investment Management first reported a position in VZ in Q4 2017 and held it in 31 quarters. The position peaked at $6.56M in Q1 2024. 3,041 funds tracked by Wall St. Rank hold VZ as of Q3 2025.
- Financial Advocates Investment Management reported no remaining Verizon position as of Q3 2025 after selling out during the quarter.
- Financial Advocates Investment Management sold 28,267 Verizon shares in Q3 2025, an estimated $1.22M.
- Financial Advocates Investment Management first reported a position in Verizon in Q4 2017 and held it in 31 quarters.
- Financial Advocates Investment Management's Verizon position peaked at $6.56M in Q1 2024.
- 3,041 funds tracked by Wall St. Rank held Verizon as of Q3 2025.
Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.