Buckingham Strategic Wealth’s Focus Financial Partners Inc. Class A FOCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $3.85M | Sell |
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|
2023
Q1 | $4.44M | Hold |
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|
2022
Q4 | $4.44M | Sell |
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|
2022
Q3 | $3.88M | Sell |
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|
2022
Q2 | $4.2M | Sell |
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|
2022
Q1 | $5.67M | Hold |
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|
2021
Q4 | $7.4M | Sell |
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|
2021
Q3 | $7.54M | Sell |
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|
2021
Q2 | $7.05M | Buy |
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|
2021
Q1 | $5.71M | Buy |
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|
2020
Q4 | $5.39M | Sell |
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|
2020
Q3 | $13M | Buy |
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|
2020
Q2 | $4.78M | Sell |
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|
2020
Q1 | $6.4M | Sell |
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|
2019
Q4 | $8.21M | Sell |
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|
2019
Q3 | $8.36M | Buy |
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|
2019
Q2 | $9.42M | Buy |
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|
2019
Q1 | $9.27M | Buy |
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