BHZ Capital Management’s First Foundation Inc FFWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-627,068
| Closed | -$4.73M | – | 15 |
|
|
2024
Q1 | $4.73M | Sell |
627,068
-115,287
| -16% | -$870K | 5.38% | 3 |
|
|
2023
Q4 | $7.19M | Buy |
742,355
+187,182
| +34% | +$1.81M | 3.8% | 1 |
|
|
2023
Q3 | $3.38M | Buy |
555,173
+48,895
| +10% | +$297K | 2.79% | 5 |
|
|
2023
Q2 | $2.01M | Buy |
506,278
+179,745
| +55% | +$714K | 1.41% | 22 |
|
|
2023
Q1 | $2.43M | Buy |
326,533
+123,590
| +61% | +$921K | 1.13% | 23 |
|
|
2022
Q4 | $2.91M | Buy |
202,943
+190,515
| +1,533% | +$2.73M | 1.28% | 22 |
|
|
2022
Q3 | $225K | Buy |
+12,428
| New | +$225K | 0.09% | 108 |
|
|
2020
Q2 | – | Sell |
-232,814
| Closed | -$2.38M | – | 141 |
|
|
2020
Q1 | $2.38M | Sell |
232,814
-18,857
| -7% | -$193K | 0.89% | 35 |
|
|
2019
Q4 | $4.38M | Sell |
251,671
-24,417
| -9% | -$425K | 1.03% | 32 |
|
|
2019
Q3 | $4.22M | Sell |
276,088
-56,638
| -17% | -$865K | 1.02% | 30 |
|
|
2019
Q2 | $4.47M | Buy |
332,726
+84,671
| +34% | +$1.14M | 1.07% | 30 |
|
|
2019
Q1 | $3.37M | Buy |
248,055
+5,852
| +2% | +$79.4K | 0.84% | 35 |
|
|
2018
Q4 | $3.12M | Sell |
242,203
-14,510
| -6% | -$187K | 0.82% | 33 |
|
|
2018
Q3 | $4.01M | Buy |
256,713
+9,444
| +4% | +$148K | 1% | 26 |
|
|
2018
Q2 | $4.58M | Buy |
+247,269
| New | +$4.58M | 1.31% | 22 |
|
|
2017
Q3 | – | Sell |
-15,229
| Closed | -$250K | – | 121 |
|
|
2017
Q2 | $250K | Sell |
15,229
-40,531
| -73% | -$665K | 0.08% | 109 |
|
|
2017
Q1 | $865K | Buy |
+55,760
| New | +$865K | 0.33% | 70 |
|