FG
FOCS
Fiduciary 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 |
-60,600
| Closed | -$3.18M | – | 248 |
|
|
2023
Q2 | $3.18M | Sell |
60,600
-20,100
| -25% | -$1.06M | 0.39% | 67 |
|
|
2023
Q1 | $4.19M | Sell |
80,700
-22,600
| -22% | -$1.17M | 0.54% | 50 |
|
|
2022
Q4 | $3.85M | Sell |
103,300
-11,800
| -10% | -$440K | 0.51% | 54 |
|
|
2022
Q3 | $4.55M | Sell |
115,100
-7,900
| -6% | -$312K | 0.59% | 50 |
|
|
2022
Q2 | $5.26M | Sell |
123,000
-8,000
| -6% | -$342K | 0.66% | 46 |
|
|
2022
Q1 | $4.48M | Sell |
131,000
-15,650
| -11% | -$535K | 0.59% | 48 |
|
|
2021
Q4 | $8.76M | Buy |
146,650
+17,450
| +14% | +$1.04M | 0.97% | 33 |
|
|
2021
Q3 | $8.07M | Buy |
129,200
+11,050
| +9% | +$691K | 0.92% | 36 |
|
|
2021
Q2 | $6.1M | Sell |
118,150
-22,950
| -16% | -$1.19M | 0.71% | 44 |
|
|
2021
Q1 | $6.64M | Buy |
+141,100
| New | +$6.64M | 0.81% | 39 |
|