JFS Wealth Advisors’s Focus Financial Partners Inc. Class A FOCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $1.05M | Hold |
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|
2023
Q1 | $1.04M | Hold |
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|
2022
Q4 | $747K | Hold |
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|
2022
Q3 | $631K | Hold |
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|
2022
Q2 | $682K | Hold |
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|
2022
Q1 | $916K | Hold |
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|
2021
Q4 | $1.2M | Sell |
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|
2021
Q3 | $1.16M | Hold |
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|
2021
Q2 | $1.08M | Hold |
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|
2021
Q1 | $923K | Buy |
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|
2020
Q4 | $920K | Hold |
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|
2020
Q3 | $693K | Hold |
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|
2020
Q2 | $699K | Hold |
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|
2020
Q1 | $486K | Hold |
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|
2019
Q4 | $623K | Hold |
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|
2019
Q3 | $503K | Hold |
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|
2019
Q2 | $577K | Buy |
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