Focus Partners Wealth’s Surf Air Mobility SRFM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.2M Buy
325,331
+1,000
+0.3% +$3.69K ﹤0.01% 1061
2025
Q1
$866K Sell
324,331
-20,000
-6% -$53.4K ﹤0.01% 1105
2024
Q4
$1.86M Sell
344,331
-29,066
-8% -$157K ﹤0.01% 844
2024
Q3
$500K Buy
+373,397
New +$500K ﹤0.01% 1138