Bank of Montreal’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 |
-4,359
| Closed | -$229K | – | 3828 |
|
|
2023
Q2 | $229K | Sell |
4,359
-11,166
| -72% | -$586K | ﹤0.01% | 2766 |
|
|
2023
Q1 | $805K | Sell |
15,525
-24,430
| -61% | -$1.27M | ﹤0.01% | 1950 |
|
|
2022
Q4 | $1.5M | Sell |
39,955
-5,832
| -13% | -$218K | ﹤0.01% | 1641 |
|
|
2022
Q3 | $1.75K | Buy |
45,787
+4,856
| +12% | +$185 | ﹤0.01% | 1601 |
|
|
2022
Q2 | $1.52K | Buy |
40,931
+1,422
| +4% | +$53 | ﹤0.01% | 1727 |
|
|
2022
Q1 | $1.89M | Buy |
39,509
+18,436
| +87% | +$883K | ﹤0.01% | 1612 |
|
|
2021
Q4 | $1.27M | Sell |
21,073
-370,468
| -95% | -$22.2M | ﹤0.01% | 1763 |
|
|
2021
Q3 | $20.7M | Buy |
391,541
+371,198
| +1,825% | +$19.7M | 0.01% | 831 |
|
|
2021
Q2 | $1.02M | Sell |
20,343
-1,043
| -5% | -$52.2K | ﹤0.01% | 2350 |
|
|
2021
Q1 | $907K | Sell |
21,386
-3,097
| -13% | -$131K | ﹤0.01% | 1975 |
|
|
2020
Q4 | $1.19M | Buy |
24,483
+43
| +0.2% | +$2.08K | ﹤0.01% | 1781 |
|
|
2020
Q3 | $835K | Sell |
24,440
-559
| -2% | -$19.1K | ﹤0.01% | 1752 |
|
|
2020
Q2 | $858K | Buy |
24,999
+24,926
| +34,145% | +$855K | ﹤0.01% | 1725 |
|
|
2020
Q1 | $1K | Sell |
73
-38,774
| -100% | -$531K | ﹤0.01% | 3697 |
|
|
2019
Q4 | $1.15M | Buy |
38,847
+1,006
| +3% | +$29.7K | ﹤0.01% | 1814 |
|
|
2019
Q3 | $900K | Buy |
37,841
+21,878
| +137% | +$520K | ﹤0.01% | 1775 |
|
|
2019
Q2 | $436K | Buy |
+15,963
| New | +$436K | ﹤0.01% | 2109 |
|
|
2019
Q1 | – | Sell |
-258
| Closed | -$7K | – | 4300 |
|
|
2018
Q4 | $7K | Buy |
258
+128
| +98% | +$3.47K | ﹤0.01% | 3633 |
|
|
2018
Q3 | $6K | Buy |
+130
| New | +$6K | ﹤0.01% | 3758 |
|