JFS Wealth Advisors’s First of Long Island Corp FLIC Stock Holding History

JFS Wealth Advisors’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	-300	Closed	-$3.71K	–	1905
2025 Q1	$3.71K	Hold	300	–	–	﹤0.01%	1244
2024 Q4	$3.5K	Hold	300	–	–	﹤0.01%	1261
2024 Q3	$3.86K	Hold	300	–	–	﹤0.01%	1218
2024 Q2	$3.01K	Buy	+300	New	+$3.04K	﹤0.01%	1272

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

JFS Wealth Advisors's FLIC Position: Q2 2025 in Review

JFS Wealth Advisors sold out of First of Long Island Corp (FLIC) in Q2 2025, closing a stake of 300 shares — an estimated $3.71K sold.

JFS Wealth Advisors first reported a position in FLIC in Q2 2024 and held it in 4 quarters. The position peaked at $3.86K in Q3 2024. 2 funds tracked by Wall St. Rank hold FLIC as of Q2 2025.

JFS Wealth Advisors reported no remaining First of Long Island Corp position as of Q2 2025 after selling out during the quarter.
JFS Wealth Advisors sold 300 First of Long Island Corp shares in Q2 2025, an estimated $3.71K.
JFS Wealth Advisors first reported a position in First of Long Island Corp in Q2 2024 and held it in 4 quarters.
JFS Wealth Advisors's First of Long Island Corp position peaked at $3.86K in Q3 2024.
2 funds tracked by Wall St. Rank held First of Long Island Corp as of Q2 2025.

Based on JFS Wealth Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.