Bank of New York Mellon’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
Q2 | $966K | Buy |
189,461
+8,762
| +5% | +$44.7K | ﹤0.01% | 3129 |
|
|
2025
Q1 | $938K | Sell |
180,699
-9,904
| -5% | -$51.4K | ﹤0.01% | 3095 |
|
|
2024
Q4 | $1.18M | Buy |
190,603
+36,109
| +23% | +$224K | ﹤0.01% | 3030 |
|
|
2024
Q3 | $964K | Sell |
154,494
-33,618
| -18% | -$210K | ﹤0.01% | 3149 |
|
|
2024
Q2 | $1.23M | Buy |
188,112
+15,190
| +9% | +$99.5K | ﹤0.01% | 3068 |
|
|
2024
Q1 | $1.31M | Sell |
172,922
-14,653
| -8% | -$111K | ﹤0.01% | 2999 |
|
|
2023
Q4 | $1.82M | Sell |
187,575
-124,885
| -40% | -$1.21M | ﹤0.01% | 2880 |
|
|
2023
Q3 | $1.9M | Buy |
312,460
+14,980
| +5% | +$91.1K | ﹤0.01% | 2838 |
|
|
2023
Q2 | $1.18M | Sell |
297,480
-23,809
| -7% | -$94.5K | ﹤0.01% | 3100 |
|
|
2023
Q1 | $2.39M | Sell |
321,289
-10,277
| -3% | -$76.6K | ﹤0.01% | 2701 |
|
|
2022
Q4 | $4.75M | Buy |
331,566
+62,192
| +23% | +$891K | ﹤0.01% | 2368 |
|
|
2022
Q3 | $4.89M | Buy |
269,374
+18,666
| +7% | +$339K | ﹤0.01% | 2305 |
|
|
2022
Q2 | $5.13M | Sell |
250,708
-10,796
| -4% | -$221K | ﹤0.01% | 2279 |
|
|
2022
Q1 | $6.35M | Buy |
261,504
+33,771
| +15% | +$820K | ﹤0.01% | 2296 |
|
|
2021
Q4 | $5.66M | Buy |
227,733
+1,754
| +0.8% | +$43.6K | ﹤0.01% | 2396 |
|
|
2021
Q3 | $5.94M | Buy |
225,979
+9,461
| +4% | +$249K | ﹤0.01% | 2395 |
|
|
2021
Q2 | $4.87M | Sell |
216,518
-12,351
| -5% | -$278K | ﹤0.01% | 2497 |
|
|
2021
Q1 | $5.37M | Buy |
228,869
+1,075
| +0.5% | +$25.2K | ﹤0.01% | 2419 |
|
|
2020
Q4 | $4.56M | Sell |
227,794
-21,888
| -9% | -$438K | ﹤0.01% | 2412 |
|
|
2020
Q3 | $3.26M | Buy |
249,682
+2,748
| +1% | +$35.9K | ﹤0.01% | 2425 |
|
|
2020
Q2 | $4.04M | Sell |
246,934
-3,742
| -1% | -$61.1K | ﹤0.01% | 2316 |
|
|
2020
Q1 | $2.56M | Sell |
250,676
-18,744
| -7% | -$191K | ﹤0.01% | 2424 |
|
|
2019
Q4 | $4.69M | Buy |
269,420
+90,962
| +51% | +$1.58M | ﹤0.01% | 2371 |
|
|
2019
Q3 | $2.73M | Buy |
178,458
+850
| +0.5% | +$13K | ﹤0.01% | 2578 |
|
|
2019
Q2 | $2.39M | Sell |
177,608
-11,274
| -6% | -$152K | ﹤0.01% | 2715 |
|
|
2019
Q1 | $2.56M | Sell |
188,882
-333
| -0.2% | -$4.52K | ﹤0.01% | 2656 |
|
|
2018
Q4 | $2.43M | Buy |
189,215
+15,260
| +9% | +$196K | ﹤0.01% | 2627 |
|
|
2018
Q3 | $2.72M | Buy |
173,955
+8,885
| +5% | +$139K | ﹤0.01% | 2685 |
|
|
2018
Q2 | $3.06M | Sell |
165,070
-4,198
| -2% | -$77.8K | ﹤0.01% | 2629 |
|
|
2018
Q1 | $3.14M | Sell |
169,268
-6,436
| -4% | -$119K | ﹤0.01% | 2573 |
|
|
2017
Q4 | $3.26M | Buy |
175,704
+17,391
| +11% | +$322K | ﹤0.01% | 2562 |
|
|
2017
Q3 | $2.83M | Buy |
158,313
+28,900
| +22% | +$517K | ﹤0.01% | 2630 |
|
|
2017
Q2 | $2.13M | Buy |
129,413
+12,557
| +11% | +$206K | ﹤0.01% | 2812 |
|
|
2017
Q1 | $1.81M | Buy |
116,856
+6,564
| +6% | +$102K | ﹤0.01% | 2903 |
|
|
2016
Q4 | $1.57M | Buy |
110,292
+34,034
| +45% | +$485K | ﹤0.01% | 3006 |
|
|
2016
Q3 | $940K | Buy |
76,258
+1,474
| +2% | +$18.2K | ﹤0.01% | 3211 |
|
|
2016
Q2 | $804K | Buy |
74,784
+48,434
| +184% | +$521K | ﹤0.01% | 3281 |
|
|
2016
Q1 | $296K | Buy |
26,350
+146
| +0.6% | +$1.64K | ﹤0.01% | 3646 |
|
|
2015
Q4 | $309K | Buy |
26,204
+7,724
| +42% | +$91.1K | ﹤0.01% | 3695 |
|
|
2015
Q3 | $210K | Buy |
+18,480
| New | +$210K | ﹤0.01% | 3849 |
|