Gillson Capital’s Focus Financial Partners Inc. Class A FOCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-49,260
| Closed | -$1.55M | – | 139 |
|
|
2022
Q3 | $1.55M | Sell |
49,260
-123,324
| -71% | -$3.89M | 0.14% | 84 |
|
|
2022
Q2 | $5.88M | Sell |
172,584
-52,528
| -23% | -$1.79M | 0.57% | 50 |
|
|
2022
Q1 | $10.3M | Buy |
225,112
+51,094
| +29% | +$2.34M | 0.82% | 42 |
|
|
2021
Q4 | $10.4M | Buy |
174,018
+45,389
| +35% | +$2.71M | 0.68% | 53 |
|
|
2021
Q3 | $6.74M | Buy |
+128,629
| New | +$6.74M | 0.49% | 65 |
|
|
2021
Q2 | – | Sell |
-200,997
| Closed | -$8.37M | – | 253 |
|
|
2021
Q1 | $8.37M | Buy |
+200,997
| New | +$8.37M | 0.7% | 49 |
|