Algert Global’s First Foundation Inc FFWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-41,270
| Closed | -$256K | – | 1230 |
|
|
2024
Q4 | $256K | Sell |
41,270
-27,380
| -40% | -$170K | 0.01% | 1024 |
|
|
2024
Q3 | $428K | Sell |
68,650
-30,148
| -31% | -$188K | 0.01% | 929 |
|
|
2024
Q2 | $647K | Sell |
98,798
-9,962
| -9% | -$65.2K | 0.02% | 813 |
|
|
2024
Q1 | $821K | Sell |
108,760
-49,900
| -31% | -$377K | 0.03% | 665 |
|
|
2023
Q4 | $1.54M | Sell |
158,660
-220,406
| -58% | -$2.13M | 0.06% | 500 |
|
|
2023
Q3 | $2.31M | Buy |
+379,066
| New | +$2.31M | 0.11% | 317 |
|
|
2022
Q1 | – | Sell |
-27,158
| Closed | -$675K | – | 1217 |
|
|
2021
Q4 | $675K | Sell |
27,158
-6,880
| -20% | -$171K | 0.08% | 426 |
|
|
2021
Q3 | $895K | Buy |
34,038
+6,901
| +25% | +$181K | 0.12% | 283 |
|
|
2021
Q2 | $611K | Buy |
27,137
+6,700
| +33% | +$151K | 0.21% | 159 |
|
|
2021
Q1 | $479K | Buy |
20,437
+2,000
| +11% | +$46.9K | 0.15% | 210 |
|
|
2020
Q4 | $369K | Sell |
18,437
-5,960
| -24% | -$119K | 0.11% | 269 |
|
|
2020
Q3 | $319K | Buy |
24,397
+7,747
| +47% | +$101K | 0.1% | 246 |
|
|
2020
Q2 | $272K | Buy |
+16,650
| New | +$272K | 0.09% | 287 |
|