Vestor Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-19,000
| Closed | -$998K | – | 284 |
|
|
2023
Q2 | $998K | Hold |
19,000
| – | – | 0.11% | 80 |
|
|
2023
Q1 | $986K | Hold |
19,000
| – | – | 0.12% | 99 |
|
|
2022
Q4 | $708K | Hold |
19,000
| – | – | 0.09% | 102 |
|
|
2022
Q3 | $599K | Hold |
19,000
| – | – | 0.08% | 93 |
|
|
2022
Q2 | $647K | Hold |
19,000
| – | – | 0.08% | 86 |
|
|
2022
Q1 | $869K | Hold |
19,000
| – | – | 0.09% | 85 |
|
|
2021
Q4 | $1.14M | Hold |
19,000
| – | – | 0.11% | 78 |
|
|
2021
Q3 | $995K | Hold |
19,000
| – | – | 0.1% | 83 |
|
|
2021
Q2 | $922K | Hold |
19,000
| – | – | 0.1% | 81 |
|
|
2021
Q1 | $791K | Sell |
19,000
-23,097
| -55% | -$962K | 0.09% | 80 |
|
|
2020
Q4 | $1.83M | Sell |
42,097
-11,000
| -21% | -$478K | 0.22% | 66 |
|
|
2020
Q3 | $1.74M | Buy |
+53,097
| New | +$1.74M | 0.25% | 63 |
|
|
2020
Q1 | $1.4M | Sell |
60,908
-3,413
| -5% | -$78.5K | 0.27% | 65 |
|
|
2019
Q4 | $1.9M | Hold |
64,321
| – | – | 0.29% | 70 |
|
|
2019
Q3 | $1.53M | Hold |
64,321
| – | – | 0.26% | 65 |
|
|
2019
Q2 | $1.76M | Hold |
64,321
| – | – | 0.31% | 61 |
|
|
2019
Q1 | $2.29M | Buy |
+64,321
| New | +$2.29M | 0.42% | 58 |
|