KCPG
FOCS
Kavar Capital Partners Group’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 |
-39,935
| Closed | -$2.1M | – | 162 |
|
|
2023
Q2 | $2.1M | Hold |
39,935
| – | – | 0.45% | 63 |
|
|
2023
Q1 | $2.07M | Hold |
39,935
| – | – | 0.45% | 62 |
|
|
2022
Q4 | $1.49M | Hold |
39,935
| – | – | 0.34% | 72 |
|
|
2022
Q3 | $1.26M | Hold |
39,935
| – | – | 0.32% | 74 |
|
|
2022
Q2 | $1.36M | Sell |
39,935
-150
| -0.4% | -$5.11K | 0.32% | 75 |
|
|
2022
Q1 | $1.83M | Sell |
40,085
-1,350
| -3% | -$61.7K | 0.4% | 66 |
|
|
2021
Q4 | $2.47M | Sell |
41,435
-750
| -2% | -$44.8K | 0.51% | 56 |
|
|
2021
Q3 | $2.21M | Sell |
42,185
-250
| -0.6% | -$13.1K | 0.5% | 57 |
|
|
2021
Q2 | $2.06M | Sell |
42,435
-300
| -0.7% | -$14.5K | 0.5% | 61 |
|
|
2021
Q1 | $1.78M | Sell |
42,735
-750
| -2% | -$31.2K | 0.48% | 65 |
|
|
2020
Q4 | $1.89M | Buy |
43,485
+450
| +1% | +$19.6K | 0.54% | 57 |
|
|
2020
Q3 | $1.41M | Sell |
43,035
-1,460
| -3% | -$47.9K | 0.48% | 61 |
|
|
2020
Q2 | $1.47M | Sell |
44,495
-6,810
| -13% | -$225K | 0.56% | 57 |
|
|
2020
Q1 | $1.18M | Sell |
51,305
-33,480
| -39% | -$771K | 0.57% | 56 |
|
|
2019
Q4 | $2.5M | Buy |
84,785
+4,585
| +6% | +$135K | 0.93% | 38 |
|
|
2019
Q3 | $1.91M | Buy |
80,200
+79,200
| +7,920% | +$1.89M | 0.75% | 52 |
|
|
2019
Q2 | $27K | Buy |
+1,000
| New | +$27K | 0.01% | 283 |
|