Boston Partners’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
Q3 | – | Sell |
-36,110
| Closed | -$237K | – | 727 |
|
2024
Q2 | $237K | Buy |
36,110
+19,187
| +113% | +$126K | ﹤0.01% | 691 |
|
2024
Q1 | $128K | Buy |
+16,923
| New | +$128K | ﹤0.01% | 765 |
|
2023
Q1 | – | Sell |
-56,495
| Closed | -$810K | – | 709 |
|
2022
Q4 | $810K | Sell |
56,495
-111,758
| -66% | -$1.6M | ﹤0.01% | 540 |
|
2022
Q3 | $3.05M | Buy |
168,253
+32,624
| +24% | +$592K | ﹤0.01% | 421 |
|
2022
Q2 | $2.78M | Sell |
135,629
-51,070
| -27% | -$1.05M | ﹤0.01% | 410 |
|
2022
Q1 | $4.54M | Buy |
186,699
+48,523
| +35% | +$1.18M | 0.01% | 401 |
|
2021
Q4 | $3.44M | Buy |
138,176
+1,586
| +1% | +$39.4K | ﹤0.01% | 404 |
|
2021
Q3 | $3.59M | Sell |
136,590
-23,542
| -15% | -$619K | ﹤0.01% | 402 |
|
2021
Q2 | $3.61M | Sell |
160,132
-56,834
| -26% | -$1.28M | ﹤0.01% | 394 |
|
2021
Q1 | $5.09M | Sell |
216,966
-818
| -0.4% | -$19.2K | 0.01% | 388 |
|
2020
Q4 | $4.36M | Sell |
217,784
-1,751
| -0.8% | -$35K | 0.01% | 371 |
|
2020
Q3 | $2.87M | Sell |
219,535
-763
| -0.3% | -$9.98K | 0.01% | 393 |
|
2020
Q2 | $3.6M | Buy |
220,298
+14,044
| +7% | +$230K | 0.01% | 374 |
|
2020
Q1 | $2.11M | Sell |
206,254
-40,618
| -16% | -$415K | ﹤0.01% | 416 |
|
2019
Q4 | $4.3M | Buy |
246,872
+16,167
| +7% | +$281K | 0.01% | 387 |
|
2019
Q3 | $3.52M | Sell |
230,705
-387,206
| -63% | -$5.91M | ﹤0.01% | 408 |
|
2019
Q2 | $8.31M | Sell |
617,911
-476,008
| -44% | -$6.4M | 0.01% | 381 |
|
2019
Q1 | $14.8M | Sell |
1,093,919
-27,306
| -2% | -$371K | 0.02% | 348 |
|
2018
Q4 | $14.4M | Buy |
1,121,225
+663,375
| +145% | +$8.53M | 0.02% | 344 |
|
2018
Q3 | $7.15M | Sell |
457,850
-32,350
| -7% | -$505K | 0.01% | 407 |
|
2018
Q2 | $9.09M | Sell |
490,200
-109,360
| -18% | -$2.03M | 0.01% | 387 |
|
2018
Q1 | $11.1M | Sell |
599,560
-193,910
| -24% | -$3.6M | 0.01% | 374 |
|
2017
Q4 | $14.7M | Sell |
793,470
-149,390
| -16% | -$2.77M | 0.02% | 351 |
|
2017
Q3 | $16.9M | Buy |
942,860
+52,830
| +6% | +$945K | 0.02% | 334 |
|
2017
Q2 | $14.6M | Sell |
890,030
-141,080
| -14% | -$2.32M | 0.02% | 353 |
|
2017
Q1 | $16M | Sell |
1,031,110
-85,730
| -8% | -$1.33M | 0.02% | 344 |
|
2016
Q4 | $15.9M | Buy |
1,116,840
+320,340
| +40% | +$4.56M | 0.02% | 357 |
|
2016
Q3 | $9.83M | Buy |
796,500
+142,540
| +22% | +$1.76M | 0.01% | 399 |
|
2016
Q2 | $7.03M | Buy |
653,960
+109,512
| +20% | +$1.18M | 0.01% | 441 |
|
2016
Q1 | $6.11M | Buy |
544,448
+130,008
| +31% | +$1.46M | 0.01% | 437 |
|
2015
Q4 | $4.89M | Sell |
414,440
-8,280
| -2% | -$97.7K | 0.01% | 477 |
|
2015
Q3 | $4.81M | Buy |
+422,720
| New | +$4.81M | 0.01% | 491 |
|