True Wealth Design’s First of Long Island Corp FLIC Stock Holding History

True Wealth Design’s Portfolio FLIC Stock Details FLIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-56	Closed	-$692	–	2664
2025 Q1	$692	Buy	+56	New	+$699	﹤0.01%	1421
2024 Q4	–	Sell	-47	Closed	-$605	–	1416
2024 Q3	$605	Buy	+47	New	+$573	﹤0.01%	1066

Other funds holding FLIC

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

True Wealth Design's FLIC Position: Q2 2025 in Review

True Wealth Design sold out of First of Long Island Corp (FLIC) in Q2 2025, closing a stake of 56 shares — an estimated $692 sold.

True Wealth Design first reported a position in FLIC in Q3 2024 and held it in 2 quarters. The position peaked at $692 in Q1 2025. 2 funds tracked by Wall St. Rank hold FLIC as of Q2 2025.

True Wealth Design reported no remaining First of Long Island Corp position as of Q2 2025 after selling out during the quarter.
True Wealth Design sold 56 First of Long Island Corp shares in Q2 2025, an estimated $692.
True Wealth Design first reported a position in First of Long Island Corp in Q3 2024 and held it in 2 quarters.
True Wealth Design's First of Long Island Corp position peaked at $692 in Q1 2025.
2 funds tracked by Wall St. Rank held First of Long Island Corp as of Q2 2025.

Based on True Wealth Design's 13F filing for Q2 2025, filed 6 Aug 2025.