Kovitz Investment Group Partners’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 | $1.69M | Sell |
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|
2023
Q1 | $5.51M | Buy |
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|
2022
Q4 | $656K | Hold |
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|
2022
Q3 | $555K | Hold |
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|
2022
Q2 | $599K | Hold |
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|
2022
Q1 | $805K | Sell |
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|
2021
Q4 | $2.66M | Buy |
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|
2021
Q3 | $1.65M | Sell |
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|
2021
Q2 | $5.39M | Sell |
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|
2021
Q1 | $6.09M | Buy |
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|
2020
Q4 | $2.66M | Sell |
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|
2020
Q3 | $4.88M | Buy |
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|
2020
Q2 | $1.87M | Sell |
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|
2020
Q1 | $1.4M | Buy |
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|
2019
Q4 | $1.35M | Sell |
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|
2019
Q3 | $1.11M | Buy |
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|
2019
Q2 | $867K | Buy |
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|
2019
Q1 | $836K | Buy |
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