Ameritas Investment Partners’s Focus Financial Partners Inc. Class A FOCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,856
| Closed | -$255K | – | 3136 |
|
|
2023
Q2 | $255K | Buy |
4,856
+213
| +5% | +$11.2K | 0.01% | 995 |
|
|
2023
Q1 | $241K | Hold |
4,643
| – | – | 0.01% | 989 |
|
|
2022
Q4 | $206K | Buy |
4,643
+292
| +7% | +$12.9K | 0.01% | 1120 |
|
|
2022
Q3 | $137K | Hold |
4,351
| – | – | 0.01% | 1286 |
|
|
2022
Q2 | $148K | Sell |
4,351
-692
| -14% | -$23.5K | 0.01% | 1243 |
|
|
2022
Q1 | $231K | Buy |
5,043
+475
| +10% | +$21.8K | 0.01% | 1095 |
|
|
2021
Q4 | $273K | Hold |
4,568
| – | – | 0.01% | 1045 |
|
|
2021
Q3 | $239K | Buy |
4,568
+480
| +12% | +$25.1K | 0.01% | 1086 |
|
|
2021
Q2 | $198K | Buy |
4,088
+876
| +27% | +$42.4K | 0.01% | 1260 |
|
|
2021
Q1 | $134K | Buy |
3,212
+625
| +24% | +$26.1K | 0.01% | 1484 |
|
|
2020
Q4 | $113K | Hold |
2,587
| – | – | 0.01% | 1510 |
|
|
2020
Q3 | $85K | Hold |
2,587
| – | – | ﹤0.01% | 1536 |
|
|
2020
Q2 | $86K | Hold |
2,587
| – | – | ﹤0.01% | 1507 |
|
|
2020
Q1 | $60K | Hold |
2,587
| – | – | ﹤0.01% | 1565 |
|
|
2019
Q4 | $76K | Hold |
2,587
| – | – | ﹤0.01% | 1668 |
|
|
2019
Q3 | $62K | Hold |
2,587
| – | – | ﹤0.01% | 1759 |
|
|
2019
Q2 | $71K | Buy |
2,587
+412
| +19% | +$11.3K | ﹤0.01% | 1710 |
|
|
2019
Q1 | $78K | Buy |
2,175
+624
| +40% | +$22.4K | ﹤0.01% | 1638 |
|
|
2018
Q4 | $41K | Hold |
1,551
| – | – | ﹤0.01% | 1930 |
|
|
2018
Q3 | $74K | Buy |
+1,551
| New | +$74K | ﹤0.01% | 1751 |
|