Focus Partners Wealth’s First of Long Island Corp FLIC Stock Holding History

Focus Partners Wealth’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	-34,119	Closed	-$421K	–	2075
2025 Q1	$421K	Sell	34,119 -169	-0.5%	-$2.11K	﹤0.01%	1419
2024 Q4	$400K	Buy	34,288 +5,008	+17%	+$66.9K	﹤0.01%	1421
2024 Q3	$377K	Buy	29,280 +69	+0.2%	+$841	﹤0.01%	1244
2024 Q2	$293K	Sell	29,211 -5,000	-15%	-$50.7K	﹤0.01%	1074
2024 Q1	$379K	Hold	34,211	–	–	﹤0.01%	780
2023 Q4	$453K	Buy	+34,211	New	+$398K	0.01%	593

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

Focus Partners Wealth's FLIC Position: Q2 2025 in Review

Focus Partners Wealth sold out of First of Long Island Corp (FLIC) in Q2 2025, closing a stake of 34,119 shares — an estimated $421K sold.

Focus Partners Wealth first reported a position in FLIC in Q4 2023 and held it in 6 quarters. The position peaked at $453K in Q4 2023. 2 funds tracked by Wall St. Rank hold FLIC as of Q2 2025.

Focus Partners Wealth reported no remaining First of Long Island Corp position as of Q2 2025 after selling out during the quarter.
Focus Partners Wealth sold 34,119 First of Long Island Corp shares in Q2 2025, an estimated $421K.
Focus Partners Wealth first reported a position in First of Long Island Corp in Q4 2023 and held it in 6 quarters.
Focus Partners Wealth's First of Long Island Corp position peaked at $453K in Q4 2023.
2 funds tracked by Wall St. Rank held First of Long Island Corp as of Q2 2025.

Based on Focus Partners Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.