Northeast Financial Consultants’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value 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% -$24.7K 0.03% 180
2024
Q4
$558K Buy
13,951
+35
+0.3% +$1.48K 0.02% 184
2024
Q3
$625K Buy
13,916
+34
+0.2% +$1.42K 0.03% 181
2024
Q2
$572K Sell
13,882
-3,765
-21% -$152K 0.03% 179
2024
Q1
$740K Buy
17,647
+3,630
+26% +$146K 0.04% 164
2023
Q4
$528K Buy
14,017
+668
+5% +$23.6K 0.03% 181
2023
Q3
$433K Buy
13,349
+38
+0.3% +$1.28K 0.03% 194
2023
Q2
$495K Buy
13,311
+172
+1% +$6.37K 0.03% 182
2023
Q1
$511K Sell
13,139
-202
-2% -$7.97K 0.03% 182
2022
Q4
$526K Sell
13,341
-12,368
-48% -$466K 0.04% 177
2022
Q3
$976K Buy
25,709
+26
+0.1% +$1.16K 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% +$151K 0.08% 127
2021
Q4
$1.35M Sell
25,927
-419
-2% -$21.9K 0.08% 130
2021
Q3
$1.42M Sell
26,346
-690
-3% -$38.2K 0.1% 122
2021
Q2
$1.51M Buy
27,036
+3,554
+15% +$204K 0.1% 123
2021
Q1
$1.36M Buy
23,482
+995
+4% +$56.1K 0.1% 114
2020
Q4
$1.32M Buy
22,487
+17
+0.1% +$1.01K 0.11% 112
2020
Q3
$1.34M Sell
22,470
-319
-1% -$18.5K 0.12% 101
2020
Q2
$1.26M Buy
22,789
+36
+0.2% +$2.02K 0.12% 99
2020
Q1
$1.22M Sell
22,753
-266
-1% -$15.2K 0.14% 94
2019
Q4
$1.41M Sell
23,019
-2,321
-9% -$140K 0.13% 101
2019
Q3
$1.53M Buy
25,340
+219
+0.9% +$12.6K 0.16% 95
2019
Q2
$1.44M Buy
25,121
+518
+2% +$29.8K 0.15% 94
2019
Q1
$1.46M Sell
24,603
-868
-3% -$49.2K 0.16% 88
2018
Q4
$1.43M Buy
25,471
+19,741
+345% +$1.12M 0.2% 83
2018
Q3
$305K Buy
+5,730
New +$303K 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% -$60K 0.11% 123
2016
Q3
$311K Sell
6,000
-47
-0.8% -$2.52K 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% +$49K 0.13% 118
2015
Q1
$245K Hold
5,047
0.11% 119
2014
Q4
$236K Buy
+5,047
New +$247K 0.12% 112
2014
Q2
Sell
-5,352
Closed -$254K 133
2014
Q1
$254K Buy
5,352
+1,052
+24% +$49.7K 0.15% 97
2013
Q4
$211K Buy
+4,300
New +$211K 0.14% 91

Other funds holding VZ

Northeast Financial Consultants's VZ Position: Q2 2025 in Review

Northeast Financial Consultants reduced its Verizon (VZ) stake by 18% in Q2 2025, selling an estimated $103K and leaving 10,988 shares worth $475K. The position accounts for 0.02% of the portfolio, ranked #208.

Northeast Financial Consultants first reported a position in VZ in Q4 2013 and has held it in 41 quarters since. The position peaked at $1.53M in Q3 2019. 3,037 funds tracked by Wall St. Rank hold VZ as of Q2 2025.

  • Northeast Financial Consultants held 10,988 shares of Verizon worth $475K as of Q2 2025.
  • Northeast Financial Consultants sold 2,369 Verizon shares in Q2 2025, an estimated $103K.
  • Verizon made up 0.02% of Northeast Financial Consultants's portfolio in Q2 2025, its #208 holding.
  • Northeast Financial Consultants first reported a position in Verizon in Q4 2013 and has held it in 41 quarters since.
  • Northeast Financial Consultants's Verizon position peaked at $1.53M in Q3 2019.
  • 3,037 funds tracked by Wall St. Rank held Verizon as of Q2 2025.

Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.