Keeley-Teton Advisors’s Focus Financial Partners Inc. Class A FOCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-27,813
| Closed | -$1.44M | – | 384 |
|
|
2023
Q1 | $1.44M | Hold |
27,813
| – | – | 0.18% | 170 |
|
|
2022
Q4 | $1.04M | Buy |
27,813
+6,448
| +30% | +$240K | 0.13% | 200 |
|
|
2022
Q3 | $673K | Sell |
21,365
-2,170
| -9% | -$68.4K | 0.09% | 241 |
|
|
2022
Q2 | $802K | Sell |
23,535
-7,860
| -25% | -$268K | 0.1% | 236 |
|
|
2022
Q1 | $1.44M | Hold |
31,395
| – | – | 0.15% | 193 |
|
|
2021
Q4 | $1.88M | Buy |
31,395
+4,012
| +15% | +$240K | 0.2% | 173 |
|
|
2021
Q3 | $1.43M | Sell |
27,383
-188
| -0.7% | -$9.85K | 0.16% | 193 |
|
|
2021
Q2 | $1.34M | Hold |
27,571
| – | – | 0.14% | 210 |
|
|
2021
Q1 | $1.15M | Buy |
+27,571
| New | +$1.15M | 0.12% | 213 |
|