H
FOCS
HoyleCohen’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 |
-49,737
| Closed | -$2.61M | – | 267 |
|
|
2023
Q2 | $2.61M | Sell |
49,737
-1,770
| -3% | -$92.9K | 0.23% | 92 |
|
|
2023
Q1 | $2.67M | Sell |
51,507
-5,528
| -10% | -$287K | 0.25% | 89 |
|
|
2022
Q4 | $2.13M | Buy |
57,035
+40
| +0.1% | +$1.49K | 0.21% | 101 |
|
|
2022
Q3 | $1.8M | Hold |
56,995
| – | – | 0.2% | 102 |
|
|
2022
Q2 | $1.94M | Sell |
56,995
-10,000
| -15% | -$341K | 0.2% | 102 |
|
|
2022
Q1 | $3.06M | Hold |
66,995
| – | – | 0.26% | 90 |
|
|
2021
Q4 | $4M | Buy |
66,995
+45,408
| +210% | +$2.71M | 0.33% | 79 |
|
|
2021
Q3 | $1.13M | Sell |
21,587
-36,900
| -63% | -$1.93M | 0.11% | 131 |
|
|
2021
Q2 | $2.84K | Sell |
58,487
-1,606
| -3% | -$78 | 0.22% | 93 |
|
|
2021
Q1 | $2.5M | Buy |
60,093
+5,088
| +9% | +$212K | 0.25% | 95 |
|
|
2020
Q4 | $2.39M | Buy |
55,005
+110
| +0.2% | +$4.79K | 0.28% | 93 |
|
|
2020
Q3 | $1.8M | Sell |
54,895
-2,307
| -4% | -$75.6K | 0.26% | 83 |
|
|
2020
Q2 | $1.89M | Buy |
57,202
+15
| +0% | +$496 | 0.32% | 77 |
|
|
2020
Q1 | $1.32M | Buy |
57,187
+2,000
| +4% | +$46K | 0.26% | 84 |
|
|
2019
Q4 | $1.63M | Sell |
55,187
-25,000
| -31% | -$737K | 0.26% | 84 |
|
|
2019
Q3 | $1.91M | Hold |
80,187
| – | – | 0.33% | 75 |
|
|
2019
Q2 | $2.19M | Sell |
80,187
-2,354
| -3% | -$64.3K | 0.38% | 67 |
|
|
2019
Q1 | $2.94M | Buy |
+82,541
| New | +$2.94M | 0.52% | 54 |
|