Bank of Montreal’s First Foundation Inc FFWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-12,721
| Closed | -$79K | – | 3194 |
|
|
2024
Q4 | $79K | Sell |
12,721
-953
| -7% | -$5.92K | ﹤0.01% | 2699 |
|
|
2024
Q3 | $83.1K | Buy |
13,674
+551
| +4% | +$3.35K | ﹤0.01% | 2973 |
|
|
2024
Q2 | $86.4K | Buy |
13,123
+687
| +6% | +$4.52K | ﹤0.01% | 2991 |
|
|
2024
Q1 | $93.9K | Buy |
12,436
+226
| +2% | +$1.71K | ﹤0.01% | 2985 |
|
|
2023
Q4 | $121K | Sell |
12,210
-2,339
| -16% | -$23.2K | ﹤0.01% | 2909 |
|
|
2023
Q3 | $117K | Sell |
14,549
-2,805
| -16% | -$22.5K | ﹤0.01% | 2821 |
|
|
2023
Q2 | $85.1K | Buy |
+17,354
| New | +$85.1K | ﹤0.01% | 3102 |
|
|
2021
Q2 | – | Sell |
-3,035
| Closed | -$70K | – | 3857 |
|
|
2021
Q1 | $70K | Sell |
3,035
-5,059
| -63% | -$117K | ﹤0.01% | 3171 |
|
|
2020
Q4 | $173K | Buy |
8,094
+4,295
| +113% | +$91.8K | ﹤0.01% | 2857 |
|
|
2020
Q3 | $52K | Sell |
3,799
-1,310
| -26% | -$17.9K | ﹤0.01% | 3012 |
|
|
2020
Q2 | $77K | Buy |
5,109
+3,141
| +160% | +$47.3K | ﹤0.01% | 2858 |
|
|
2020
Q1 | $20K | Sell |
1,968
-2,997
| -60% | -$30.5K | ﹤0.01% | 2941 |
|
|
2019
Q4 | $86K | Buy |
4,965
+1,535
| +45% | +$26.6K | ﹤0.01% | 3064 |
|
|
2019
Q3 | $52K | Buy |
3,430
+183
| +6% | +$2.77K | ﹤0.01% | 3123 |
|
|
2019
Q2 | $44K | Buy |
+3,247
| New | +$44K | ﹤0.01% | 3298 |
|
|
2019
Q1 | – | Sell |
-542
| Closed | -$7K | – | 3976 |
|
|
2018
Q4 | $7K | Buy |
542
+279
| +106% | +$3.6K | ﹤0.01% | 3621 |
|
|
2018
Q3 | $4K | Buy |
263
+24
| +10% | +$365 | ﹤0.01% | 3834 |
|
|
2018
Q2 | $4K | Sell |
239
-7,179
| -97% | -$120K | ﹤0.01% | 3832 |
|
|
2018
Q1 | $138K | Hold |
7,418
| – | – | ﹤0.01% | 2585 |
|
|
2017
Q4 | $138K | Hold |
7,418
| – | – | ﹤0.01% | 2585 |
|
|
2017
Q3 | $132K | Sell |
7,418
-1,538
| -17% | -$27.4K | ﹤0.01% | 2620 |
|
|
2017
Q2 | $148K | Hold |
8,956
| – | – | ﹤0.01% | 2551 |
|
|
2017
Q1 | $138K | Buy |
+8,956
| New | +$138K | ﹤0.01% | 2438 |
|