Cornerstone Planning Group’s First of Long Island Corp FLIC Stock Holding History

Cornerstone Planning Group’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	-22	Closed	-$251	–	1587
2025 Q1	$251	Buy	+22	New	+$275	﹤0.01%	1443

Other funds holding FLIC

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Cornerstone Planning Group's FLIC Position: Q2 2025 in Review

Cornerstone Planning Group sold out of First of Long Island Corp (FLIC) in Q2 2025, closing a stake of 22 shares — an estimated $251 sold.

Cornerstone Planning Group first reported a position in FLIC in Q1 2025 and held it in 1 quarter. The position peaked at $251 in Q1 2025. 2 funds tracked by Wall St. Rank hold FLIC as of Q2 2025.

Cornerstone Planning Group reported no remaining First of Long Island Corp position as of Q2 2025 after selling out during the quarter.
Cornerstone Planning Group sold 22 First of Long Island Corp shares in Q2 2025, an estimated $251.
Cornerstone Planning Group first reported a position in First of Long Island Corp in Q1 2025 and held it in 1 quarter.
Cornerstone Planning Group's First of Long Island Corp position peaked at $251 in Q1 2025.
2 funds tracked by Wall St. Rank held First of Long Island Corp as of Q2 2025.

Based on Cornerstone Planning Group's 13F filing for Q2 2025, filed 11 Aug 2025.