XF
FOCS
XML Financial’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 |
-11,781
| Closed | -$619K | – | 347 |
|
|
2023
Q2 | $619K | Buy |
+11,781
| New | +$619K | 0.07% | 193 |
|
|
2022
Q2 | – | Sell |
-11,782
| Closed | -$539K | – | 342 |
|
|
2022
Q1 | $539K | Hold |
11,782
| – | – | 0.06% | 200 |
|
|
2021
Q4 | $704K | Hold |
11,782
| – | – | 0.08% | 177 |
|
|
2021
Q3 | $617K | Hold |
11,782
| – | – | 0.08% | 181 |
|
|
2021
Q2 | $571K | Sell |
11,782
-200
| -2% | -$9.69K | 0.13% | 131 |
|
|
2021
Q1 | $499K | Sell |
11,982
-5,300
| -31% | -$221K | 0.12% | 134 |
|
|
2020
Q4 | $752K | Sell |
17,282
-16,000
| -48% | -$696K | 0.19% | 101 |
|
|
2020
Q3 | $1.09M | Sell |
33,282
-23,980
| -42% | -$786K | 0.34% | 67 |
|
|
2020
Q2 | $1.89M | Sell |
57,262
-29,111
| -34% | -$962K | 0.66% | 37 |
|
|
2020
Q1 | $1.99M | Sell |
86,373
-100
| -0.1% | -$2.3K | 0.86% | 31 |
|
|
2019
Q4 | $2.55M | Buy |
+86,473
| New | +$2.55M | 0.93% | 26 |
|