BPA
Beacon Pointe Advisors’s First Foundation Inc FFWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Hold |
40,100
| – | – | ﹤0.01% | 1163 |
|
|
2025
Q1 | $208K | Buy |
40,100
+100
| +0.3% | +$519 | ﹤0.01% | 1122 |
|
|
2024
Q4 | $248K | Hold |
40,000
| – | – | ﹤0.01% | 1068 |
|
|
2024
Q3 | $250K | Sell |
40,000
-500
| -1% | -$3.12K | ﹤0.01% | 1075 |
|
|
2024
Q2 | $265K | Hold |
40,500
| – | – | ﹤0.01% | 1071 |
|
|
2024
Q1 | $306K | Sell |
40,500
-801
| -2% | -$6.05K | ﹤0.01% | 1092 |
|
|
2023
Q4 | $400K | Hold |
41,301
| – | – | ﹤0.01% | 960 |
|
|
2023
Q3 | $251K | Buy |
41,301
+15,301
| +59% | +$93K | ﹤0.01% | 1137 |
|
|
2023
Q2 | $103K | Buy |
26,000
+15,500
| +148% | +$61.5K | ﹤0.01% | 1039 |
|
|
2023
Q1 | $78.2K | Buy |
10,500
+251
| +2% | +$1.87K | ﹤0.01% | 1110 |
|
|
2022
Q4 | $147K | Buy |
10,249
+167
| +2% | +$2.39K | ﹤0.01% | 1014 |
|
|
2022
Q3 | $182K | Buy |
10,082
+82
| +0.8% | +$1.48K | ﹤0.01% | 937 |
|
|
2022
Q2 | $205K | Buy |
+10,000
| New | +$205K | ﹤0.01% | 963 |
|
|
2022
Q1 | – | Sell |
-15,000
| Closed | -$373K | – | 1204 |
|
|
2021
Q4 | $373K | Buy |
+15,000
| New | +$373K | 0.01% | 652 |
|
|
2021
Q3 | – | Sell |
-55,000
| Closed | -$1.24M | – | 922 |
|
|
2021
Q2 | $1.24M | Buy |
+55,000
| New | +$1.24M | 0.04% | 299 |
|