Oppenheimer Asset Management’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
Q1 | – | Sell |
-31,876
| Closed | -$1.19M | – | 1190 |
|
|
2022
Q4 | $1.19M | Sell |
31,876
-1,514
| -5% | -$56.4K | 0.02% | 638 |
|
|
2022
Q3 | $1.05M | Sell |
33,390
-2,281
| -6% | -$71.9K | 0.02% | 647 |
|
|
2022
Q2 | $1.22M | Buy |
35,671
+3,185
| +10% | +$108K | 0.02% | 617 |
|
|
2022
Q1 | $1.49M | Buy |
32,486
+38
| +0.1% | +$1.74K | 0.02% | 628 |
|
|
2021
Q4 | $1.94M | Buy |
32,448
+11,717
| +57% | +$700K | 0.03% | 565 |
|
|
2021
Q3 | $1.09M | Buy |
20,731
+8,501
| +70% | +$445K | 0.02% | 721 |
|
|
2021
Q2 | $593K | Buy |
+12,230
| New | +$593K | 0.01% | 902 |
|