Burton Enright Welch’s First of Long Island Corp FLIC Stock Holding History

Burton Enright Welch’s Portfolio FLIC Stock Details FLIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-160,449	Closed	-$1.98M	–	126
2025 Q1	$1.98M	Hold	160,449	–	–	0.4%	30
2024 Q4	$1.87M	Hold	160,449	–	–	0.39%	28
2024 Q3	$2.06M	Hold	160,449	–	–	0.44%	28
2024 Q2	$1.61M	Sell	160,449 -45	-0%	-$456	0.37%	31
2024 Q1	$1.78M	Buy	160,494 +8	+0%	+$93	0.43%	28
2023 Q4	$2.12M	Buy	160,486 +37	+0%	+$431	0.57%	24
2023 Q3	$1.85M	Hold	160,449	–	–	0.57%	22
2023 Q2	$1.93M	Hold	160,449	–	–	0.6%	22
2023 Q1	$2.17M	Hold	160,449	–	–	0.83%	20
2022 Q4	$2.89M	Hold	160,449	–	–	1.2%	17
2022 Q3	$2.77M	Hold	160,449	–	–	1.37%	18
2022 Q2	$2.81M	Hold	160,449	–	–	1.69%	16
2022 Q1	$3.12M	Hold	160,449	–	–	1.72%	15
2021 Q4	$3.46M	Buy	+160,449	New	+$3.4M	2.32%	10

Other funds holding FLIC

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Burton Enright Welch's FLIC Position: Q2 2025 in Review

Burton Enright Welch sold out of First of Long Island Corp (FLIC) in Q2 2025, closing a stake of 160,449 shares — an estimated $1.98M sold.

Burton Enright Welch first reported a position in FLIC in Q4 2021 and held it in 14 quarters. The position peaked at $3.46M in Q4 2021. 2 funds tracked by Wall St. Rank hold FLIC as of Q2 2025.

Burton Enright Welch reported no remaining First of Long Island Corp position as of Q2 2025 after selling out during the quarter.
Burton Enright Welch sold 160,449 First of Long Island Corp shares in Q2 2025, an estimated $1.98M.
Burton Enright Welch first reported a position in First of Long Island Corp in Q4 2021 and held it in 14 quarters.
Burton Enright Welch's First of Long Island Corp position peaked at $3.46M in Q4 2021.
2 funds tracked by Wall St. Rank held First of Long Island Corp as of Q2 2025.

Based on Burton Enright Welch's 13F filing for Q2 2025, filed 9 Mar 2026.