Summit Financial Wealth Advisors’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 | $1.14M | Sell |
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2023
Q1 | $1.62M | Sell |
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|
2022
Q4 | $1.17M | Hold |
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|
2022
Q3 | $1.07M | Hold |
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|
2022
Q2 | $1.19M | Buy |
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|
2022
Q1 | $1.43M | Hold |
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|
2021
Q4 | $1.87M | Sell |
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|
2021
Q3 | $1.67M | Sell |
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|
2021
Q2 | $1.71M | Sell |
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|
2021
Q1 | $1.91M | Sell |
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|
2020
Q4 | $1.59M | Buy |
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|
2020
Q3 | $1.83M | Sell |
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|
2020
Q2 | $1.81M | Sell |
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|
2020
Q1 | $1.08M | Sell |
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|
2019
Q4 | $1.81M | Sell |
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|
2019
Q3 | $1.72M | Buy |
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|
2019
Q2 | $1.95M | Sell |
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|
2019
Q1 | $2.94M | Buy |
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