Carroll Financial Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $61K | Hold |
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|
2021
Q3 | $52K | Hold |
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|
2021
Q2 | $48K | Hold |
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|
2021
Q1 | $41K | Hold |
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|
2020
Q4 | $43K | Hold |
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|
2020
Q3 | $32K | Sell |
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|
2020
Q2 | $51K | Sell |
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|
2020
Q1 | $982K | Buy |
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|
2019
Q4 | $1.14M | Sell |
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|
2019
Q3 | $2.78M | Buy |
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|
2019
Q2 | $947K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $215K | Buy |
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