Charles Schwab’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 | $3.08M | Buy |
604,154
+51,091
| +9% | +$261K | ﹤0.01% | 2524 |
|
|
2025
Q1 | $2.87M | Sell |
553,063
-61,084
| -10% | -$317K | ﹤0.01% | 2501 |
|
|
2024
Q4 | $3.81M | Buy |
614,147
+110,323
| +22% | +$685K | ﹤0.01% | 2466 |
|
|
2024
Q3 | $3.14M | Buy |
503,824
+90,612
| +22% | +$565K | ﹤0.01% | 2574 |
|
|
2024
Q2 | $2.71M | Buy |
413,212
+8,827
| +2% | +$57.8K | ﹤0.01% | 2595 |
|
|
2024
Q1 | $3.05M | Buy |
404,385
+6,257
| +2% | +$47.2K | ﹤0.01% | 2470 |
|
|
2023
Q4 | $3.85M | Sell |
398,128
-5,460
| -1% | -$52.9K | ﹤0.01% | 2416 |
|
|
2023
Q3 | $2.45M | Buy |
403,588
+22,279
| +6% | +$135K | ﹤0.01% | 2540 |
|
|
2023
Q2 | $1.51M | Buy |
381,309
+2,293
| +0.6% | +$9.1K | ﹤0.01% | 2639 |
|
|
2023
Q1 | $2.82M | Buy |
379,016
+2,073
| +0.5% | +$15.4K | ﹤0.01% | 2425 |
|
|
2022
Q4 | $5.4M | Buy |
376,943
+7,146
| +2% | +$102K | ﹤0.01% | 2176 |
|
|
2022
Q3 | $6.71M | Buy |
369,797
+12,171
| +3% | +$221K | ﹤0.01% | 2057 |
|
|
2022
Q2 | $7.33M | Sell |
357,626
-2,284
| -0.6% | -$46.8K | ﹤0.01% | 2001 |
|
|
2022
Q1 | $8.74M | Buy |
359,910
+78,701
| +28% | +$1.91M | ﹤0.01% | 2025 |
|
|
2021
Q4 | $6.99M | Buy |
281,209
+7,758
| +3% | +$193K | ﹤0.01% | 2180 |
|
|
2021
Q3 | $7.19M | Buy |
273,451
+1,750
| +0.6% | +$46K | ﹤0.01% | 2195 |
|
|
2021
Q2 | $6.12M | Buy |
271,701
+4,404
| +2% | +$99.1K | ﹤0.01% | 2245 |
|
|
2021
Q1 | $6.27M | Buy |
267,297
+8,088
| +3% | +$190K | ﹤0.01% | 2185 |
|
|
2020
Q4 | $5.19M | Buy |
259,209
+3,704
| +1% | +$74.1K | ﹤0.01% | 2193 |
|
|
2020
Q3 | $3.34M | Sell |
255,505
-1,989
| -0.8% | -$26K | ﹤0.01% | 2275 |
|
|
2020
Q2 | $4.21M | Sell |
257,494
-5,489
| -2% | -$89.7K | ﹤0.01% | 2102 |
|
|
2020
Q1 | $2.69M | Sell |
262,983
-22,598
| -8% | -$231K | ﹤0.01% | 2148 |
|
|
2019
Q4 | $4.97M | Buy |
285,581
+4,483
| +2% | +$78K | ﹤0.01% | 2015 |
|
|
2019
Q3 | $4.29M | Buy |
281,098
+58,085
| +26% | +$887K | ﹤0.01% | 2045 |
|
|
2019
Q2 | $3M | Buy |
223,013
+5,944
| +3% | +$79.9K | ﹤0.01% | 2208 |
|
|
2019
Q1 | $2.95M | Buy |
217,069
+7,896
| +4% | +$107K | ﹤0.01% | 2222 |
|
|
2018
Q4 | $2.69M | Buy |
209,173
+2,278
| +1% | +$29.3K | ﹤0.01% | 2208 |
|
|
2018
Q3 | $3.23M | Buy |
206,895
+44,488
| +27% | +$695K | ﹤0.01% | 2255 |
|
|
2018
Q2 | $3.01M | Buy |
162,407
+24,001
| +17% | +$445K | ﹤0.01% | 2237 |
|
|
2018
Q1 | $2.57M | Buy |
138,406
+10,796
| +8% | +$200K | ﹤0.01% | 2234 |
|
|
2017
Q4 | $2.37M | Buy |
127,610
+14,845
| +13% | +$275K | ﹤0.01% | 2248 |
|
|
2017
Q3 | $2.02M | Buy |
112,765
+61,565
| +120% | +$1.1M | ﹤0.01% | 2283 |
|
|
2017
Q2 | $842K | Buy |
51,200
+11,800
| +30% | +$194K | ﹤0.01% | 2518 |
|
|
2017
Q1 | $612K | Hold |
39,400
| – | – | ﹤0.01% | 2574 |
|
|
2016
Q4 | $562K | Hold |
39,400
| – | – | ﹤0.01% | 2610 |
|
|
2016
Q3 | $486K | Hold |
39,400
| – | – | ﹤0.01% | 2621 |
|
|
2016
Q2 | $424K | Buy |
+39,400
| New | +$424K | ﹤0.01% | 2647 |
|