Northeast Financial Consultants’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$475K Sell
10,988
-2,369
-18% -$103K 0.02% 208
2025
Q1
$606K Sell
13,357
-594
-4% -$26.9K 0.03% 180
2024
Q4
$558K Buy
13,951
+35
+0.3% +$1.4K 0.02% 184
2024
Q3
$625K Buy
13,916
+34
+0.2% +$1.53K 0.03% 181
2024
Q2
$572K Sell
13,882
-3,765
-21% -$155K 0.03% 179
2024
Q1
$740K Buy
17,647
+3,630
+26% +$152K 0.04% 164
2023
Q4
$528K Buy
14,017
+668
+5% +$25.2K 0.03% 181
2023
Q3
$433K Buy
13,349
+38
+0.3% +$1.23K 0.03% 194
2023
Q2
$495K Buy
13,311
+172
+1% +$6.4K 0.03% 182
2023
Q1
$511K Sell
13,139
-202
-2% -$7.86K 0.03% 182
2022
Q4
$526K Sell
13,341
-12,368
-48% -$487K 0.04% 177
2022
Q3
$976K Buy
25,709
+26
+0.1% +$987 0.07% 139
2022
Q2
$1.3M Sell
25,683
-3,101
-11% -$157K 0.09% 122
2022
Q1
$1.47M Buy
28,784
+2,857
+11% +$146K 0.08% 127
2021
Q4
$1.35M Sell
25,927
-419
-2% -$21.8K 0.08% 129
2021
Q3
$1.42M Sell
26,346
-690
-3% -$37.3K 0.1% 122
2021
Q2
$1.52M Buy
27,036
+3,554
+15% +$199K 0.1% 123
2021
Q1
$1.37M Buy
23,482
+995
+4% +$57.8K 0.1% 114
2020
Q4
$1.32M Buy
22,487
+17
+0.1% +$999 0.11% 112
2020
Q3
$1.34M Sell
22,470
-319
-1% -$19K 0.12% 101
2020
Q2
$1.26M Buy
22,789
+36
+0.2% +$1.98K 0.12% 99
2020
Q1
$1.22M Sell
22,753
-266
-1% -$14.3K 0.14% 94
2019
Q4
$1.41M Sell
23,019
-2,321
-9% -$142K 0.13% 101
2019
Q3
$1.53M Buy
25,340
+219
+0.9% +$13.2K 0.16% 95
2019
Q2
$1.44M Buy
25,121
+518
+2% +$29.6K 0.15% 94
2019
Q1
$1.46M Sell
24,603
-868
-3% -$51.3K 0.16% 88
2018
Q4
$1.43M Buy
25,471
+19,741
+345% +$1.11M 0.2% 83
2018
Q3
$305K Buy
+5,730
New +$305K 0.08% 114
2017
Q3
Sell
-4,800
Closed -$214K 153
2017
Q2
$214K Hold
4,800
0.08% 133
2017
Q1
$234K Hold
4,800
0.1% 132
2016
Q4
$256K Sell
4,800
-1,200
-20% -$64K 0.11% 123
2016
Q3
$311K Sell
6,000
-47
-0.8% -$2.44K 0.13% 118
2016
Q2
$338K Hold
6,047
0.15% 103
2016
Q1
$327K Hold
6,047
0.17% 96
2015
Q4
$279K Hold
6,047
0.14% 99
2015
Q3
$263K Hold
6,047
0.13% 106
2015
Q2
$282K Buy
6,047
+1,000
+20% +$46.6K 0.13% 118
2015
Q1
$245K Hold
5,047
0.11% 119
2014
Q4
$236K Buy
+5,047
New +$236K 0.12% 112
2014
Q2
Sell
-5,352
Closed -$254K 133
2014
Q1
$254K Buy
5,352
+1,052
+24% +$49.9K 0.15% 97
2013
Q4
$211K Buy
+4,300
New +$211K 0.14% 91