Cerity 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $127K | Buy |
24,837
+34
| +0.1% | +$173 | ﹤0.01% | 2444 |
|
|
2025
Q1 | $129K | Sell |
24,803
-3,250
| -12% | -$16.9K | ﹤0.01% | 2284 |
|
|
2024
Q4 | $174K | Sell |
28,053
-42
| -0.1% | -$261 | ﹤0.01% | 2258 |
|
|
2024
Q3 | $175K | Buy |
28,095
+1,682
| +6% | +$10.5K | ﹤0.01% | 2347 |
|
|
2024
Q2 | $173K | Sell |
26,413
-3,565
| -12% | -$23.4K | ﹤0.01% | 2049 |
|
|
2024
Q1 | $226K | Buy |
29,978
+5,431
| +22% | +$41K | ﹤0.01% | 2043 |
|
|
2023
Q4 | $238K | Sell |
24,547
-8
| -0% | -$77 | ﹤0.01% | 1636 |
|
|
2023
Q3 | $149K | Buy |
24,555
+7,182
| +41% | +$43.7K | ﹤0.01% | 1303 |
|
|
2023
Q2 | $69K | Buy |
+17,373
| New | +$69K | ﹤0.01% | 1559 |
|
|
2023
Q1 | – | Sell |
-15,178
| Closed | -$218K | – | 1865 |
|
|
2022
Q4 | $218K | Buy |
+15,178
| New | +$218K | ﹤0.01% | 1295 |
|