Stifel Financial’s Focus Financial Partners Inc. Class A FOCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-19,657
| Closed | -$620K | – | 3408 |
|
|
2022
Q3 | $620K | Buy |
19,657
+12,110
| +160% | +$382K | ﹤0.01% | 2304 |
|
|
2022
Q2 | $257K | Buy |
7,547
+405
| +6% | +$13.8K | ﹤0.01% | 2835 |
|
|
2022
Q1 | $327K | Buy |
7,142
+1,816
| +34% | +$83.1K | ﹤0.01% | 2831 |
|
|
2021
Q4 | $318K | Buy |
+5,326
| New | +$318K | ﹤0.01% | 2878 |
|
|
2021
Q2 | – | Sell |
-22,715
| Closed | -$945K | – | 3397 |
|
|
2021
Q1 | $945K | Buy |
+22,715
| New | +$945K | ﹤0.01% | 2026 |
|
|
2019
Q2 | – | Sell |
-34,690
| Closed | -$1.24M | – | 3075 |
|
|
2019
Q1 | $1.24M | Buy |
+34,690
| New | +$1.24M | ﹤0.01% | 1525 |
|