Charles Schwab’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 | $27.2M | Buy |
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|
2023
Q1 | $26.8M | Buy |
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|
2022
Q4 | $19M | Buy |
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|
2022
Q3 | $15.1M | Buy |
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|
2022
Q2 | $14.9M | Sell |
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|
2022
Q1 | $20M | Buy |
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|
2021
Q4 | $22.7M | Buy |
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|
2021
Q3 | $19.5M | Buy |
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|
2021
Q2 | $17M | Buy |
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|
2021
Q1 | $11.3M | Buy |
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|
2020
Q4 | $9.29M | Buy |
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|
2020
Q3 | $6.72M | Sell |
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|
2020
Q2 | $6.85M | Buy |
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|
2020
Q1 | $4.36M | Buy |
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|
2019
Q4 | $5.48M | Buy |
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|
2019
Q3 | $4.37M | Buy |
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|
2019
Q2 | $3.96M | Buy |
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|
2019
Q1 | $4.67M | Buy |
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|
2018
Q4 | $2.77M | Sell |
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|
2018
Q3 | $5.02M | Buy |
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