XML Financial’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 | $619K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $539K | Hold |
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|
2021
Q4 | $704K | Hold |
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|
2021
Q3 | $617K | Hold |
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|
2021
Q2 | $571K | Sell |
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|
2021
Q1 | $499K | Sell |
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|
2020
Q4 | $752K | Sell |
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|
2020
Q3 | $1.09M | Sell |
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|
2020
Q2 | $1.89M | Sell |
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|
2020
Q1 | $1.99M | Sell |
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|
2019
Q4 | $2.55M | Buy |
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