SFWA
FOCS
Summit Financial Wealth Advisors’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
Q3 | – | Sell |
-21,658
| Closed | -$1.14M | – | 131 |
|
|
2023
Q2 | $1.14M | Sell |
21,658
-9,500
| -30% | -$499K | 0.26% | 51 |
|
|
2023
Q1 | $1.62M | Sell |
31,158
-230
| -0.7% | -$11.9K | 0.38% | 42 |
|
|
2022
Q4 | $1.17M | Hold |
31,388
| – | – | 0.28% | 51 |
|
|
2022
Q3 | $1.07M | Hold |
31,388
| – | – | 0.31% | 44 |
|
|
2022
Q2 | $1.19M | Buy |
31,388
+230
| +0.7% | +$8.74K | 0.28% | 49 |
|
|
2022
Q1 | $1.43M | Hold |
31,158
| – | – | 0.29% | 43 |
|
|
2021
Q4 | $1.87M | Sell |
31,158
-750
| -2% | -$44.9K | 0.36% | 41 |
|
|
2021
Q3 | $1.67M | Sell |
31,908
-3,250
| -9% | -$170K | 0.38% | 40 |
|
|
2021
Q2 | $1.71M | Sell |
35,158
-8,750
| -20% | -$424K | 0.39% | 41 |
|
|
2021
Q1 | $1.91M | Sell |
43,908
-4,612
| -10% | -$201K | 0.49% | 34 |
|
|
2020
Q4 | $1.59M | Buy |
48,520
+500
| +1% | +$16.4K | 0.43% | 35 |
|
|
2020
Q3 | $1.84M | Sell |
48,020
-3,750
| -7% | -$143K | 0.49% | 34 |
|
|
2020
Q2 | $1.81M | Sell |
51,770
-3,748
| -7% | -$131K | 0.48% | 36 |
|
|
2020
Q1 | $1.08M | Sell |
55,518
-9,450
| -15% | -$184K | 0.34% | 47 |
|
|
2019
Q4 | $1.81M | Sell |
64,968
-10,720
| -14% | -$299K | 0.44% | 46 |
|
|
2019
Q3 | $1.72M | Buy |
75,688
+4,228
| +6% | +$95.9K | 0.42% | 51 |
|
|
2019
Q2 | $1.95M | Sell |
71,460
-10,650
| -13% | -$291K | 0.48% | 51 |
|
|
2019
Q1 | $2.94M | Buy |
+82,110
| New | +$2.94M | 0.78% | 40 |
|