ECG
FOCS
Edge Capital Group’s Focus Financial Partners Inc. Class A FOCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,285
| Closed | -$225K | – | 320 |
|
|
2023
Q2 | $225K | Sell |
4,285
-3,000
| -41% | -$158K | 0.01% | 289 |
|
|
2023
Q1 | $378K | Hold |
7,285
| – | – | 0.02% | 231 |
|
|
2022
Q4 | $272K | Hold |
7,285
| – | – | 0.02% | 249 |
|
|
2022
Q3 | $230K | Sell |
7,285
-13,717
| -65% | -$433K | 0.02% | 260 |
|
|
2022
Q2 | $1.05M | Buy |
+21,002
| New | +$1.05M | 0.09% | 138 |
|
|
2020
Q4 | – | Sell |
-6,961
| Closed | -$228K | – | 284 |
|
|
2020
Q3 | $228K | Sell |
6,961
-2,339
| -25% | -$76.6K | 0.02% | 220 |
|
|
2020
Q2 | $307K | Buy |
+9,300
| New | +$307K | 0.03% | 184 |
|
|
2020
Q1 | – | Sell |
-10,500
| Closed | -$309K | – | 242 |
|
|
2019
Q4 | $309K | Hold |
10,500
| – | – | 0.03% | 197 |
|
|
2019
Q3 | $250K | Buy |
10,500
+2,200
| +27% | +$52.4K | 0.03% | 209 |
|
|
2019
Q2 | $227K | Buy |
8,300
+2,000
| +32% | +$54.7K | 0.02% | 234 |
|
|
2019
Q1 | $225K | Buy |
+6,300
| New | +$225K | 0.02% | 221 |
|