Focus Financial Network’s Factset FDS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$211K Buy
472
+20
+4% +$8.95K 0.01% 674
2025
Q1
$205K Hold
452
0.01% 658
2024
Q4
$217K Hold
452
0.01% 634
2024
Q3
$208K Buy
+452
New +$208K 0.01% 643