Colony Group LLC Focus Financial Partners Inc. Transaction History

Colony Group LLC

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 16, 2023	BUY	$37.77 - $51.93 $169,360 - $232,854	4,484 New	4,484 $233,000
Q1 2022 May 16, 2022	SELL	$43.07 - $61.16 $173,916 - $246,964	-4,038 Closed	0 $0
Q3 2021 Nov 17, 2021	BUY	$48.09 - $53.55 $194,187 - $216,234	4,038 New	4,038 $211,000
Q2 2021 Aug 18, 2021	SELL	$42.34 - $54.45 $429,242 - $552,014	-10,138 Closed	0 $0
Q1 2021 May 21, 2021	SELL	$41.36 - $54.7 $252,833 - $334,381	-6,113 Reduced 37.62%	10,138 $422,000
Q4 2020 Feb 16, 2021	SELL	$32.93 - $46.17 $204,528 - $286,761	-6,211 Reduced 27.65%	16,251 $707,000
Q3 2020 Nov 17, 2020	BUY	$30.42 - $39.94 $85,541 - $112,311	2,812 Added 14.31%	22,462 $737,000
Q2 2020 Aug 13, 2020	SELL	$18.66 - $33.05 $15,021 - $26,605	-805 Reduced 3.94%	19,650 $649,000
Q1 2020 May 18, 2020	BUY	$13.88 - $34.04 $83,280 - $204,240	6,000 Added 41.51%	20,455 $471,000
Q4 2019 Feb 18, 2020	SELL	$21.28 - $30.22 $119,168 - $169,232	-5,600 Reduced 27.92%	14,455 $426,000
Q3 2019 Nov 26, 2019	SELL	$19.58 - $29.82 $466,219 - $710,044	-23,811 Reduced 54.28%	20,055 $477,000
Q2 2019 Aug 19, 2019	BUY	$26.9 - $38.75 $639,170 - $920,738	23,761 Added 118.18%	43,866 $1.2 Million
Q1 2019 May 15, 2019	BUY	$24.78 - $39.15 $498,201 - $787,110	20,105 New	20,105 $717,000

78.5K

Ticker FOCS
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Shares Outstandng 65,448,400
Description
Focus Financial Partners Inc. provides wealth management services to primarily ultra-high and high net worth individuals, families, and business entities. Its wealth management services include investment advice, financial and tax planning, consulting, tax return preparation, family office services, and other services. The company also offers re...

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