Beacon Pointe Advisors’s First Foundation Inc FFWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Hold |
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|
2025
Q1 | $208K | Buy |
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|
2024
Q4 | $248K | Hold |
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|
2024
Q3 | $250K | Sell |
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|
2024
Q2 | $265K | Hold |
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|
2024
Q1 | $306K | Sell |
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|
2023
Q4 | $400K | Hold |
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|
2023
Q3 | $251K | Buy |
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|
2023
Q2 | $103K | Buy |
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|
2023
Q1 | $78.2K | Buy |
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|
2022
Q4 | $147K | Buy |
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|
2022
Q3 | $182K | Buy |
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|
2022
Q2 | $205K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $373K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.24M | Buy |
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