Caldwell Sutter Capital’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 | $122K | Hold |
23,971
| – | – | 0.06% | 260 |
|
2025
Q1 | $124K | Hold |
23,971
| – | – | 0.06% | 252 |
|
2024
Q4 | $149K | Hold |
23,971
| – | – | 0.07% | 232 |
|
2024
Q3 | $150K | Hold |
23,971
| – | – | 0.07% | 238 |
|
2024
Q2 | $157K | Hold |
23,971
| – | – | 0.08% | 226 |
|
2024
Q1 | $181K | Hold |
23,971
| – | – | 0.09% | 214 |
|
2023
Q4 | $232K | Hold |
23,971
| – | – | 0.12% | 169 |
|
2023
Q3 | $146K | Hold |
23,971
| – | – | 0.08% | 219 |
|
2023
Q2 | $95.2K | Hold |
23,971
| – | – | 0.05% | 257 |
|
2023
Q1 | $179K | Buy |
23,971
+420
| +2% | +$3.13K | 0.13% | 137 |
|
2022
Q4 | $337K | Buy |
+23,551
| New | +$337K | 0.3% | 74 |
|