SGI
FOCS
Summit Global Investments’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 |
-11,100
| Closed | -$414K | – | 589 |
|
|
2022
Q4 | $414K | Hold |
11,100
| – | – | 0.03% | 356 |
|
|
2022
Q3 | $350K | Hold |
11,100
| – | – | 0.03% | 381 |
|
|
2022
Q2 | $378K | Sell |
11,100
-6,500
| -37% | -$221K | 0.03% | 368 |
|
|
2022
Q1 | $805K | Buy |
+17,600
| New | +$805K | 0.06% | 263 |
|