Charles Schwab’s First Foundation Inc FFWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.08M | Buy |
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|
2025
Q1 | $2.87M | Sell |
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|
2024
Q4 | $3.81M | Buy |
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|
2024
Q3 | $3.14M | Buy |
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|
2024
Q2 | $2.71M | Buy |
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|
2024
Q1 | $3.05M | Buy |
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|
2023
Q4 | $3.85M | Sell |
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|
2023
Q3 | $2.45M | Buy |
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|
2023
Q2 | $1.51M | Buy |
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|
2023
Q1 | $2.82M | Buy |
|
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|
2022
Q4 | $5.4M | Buy |
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|
2022
Q3 | $6.71M | Buy |
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|
2022
Q2 | $7.33M | Sell |
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|
2022
Q1 | $8.74M | Buy |
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|
2021
Q4 | $6.99M | Buy |
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|
2021
Q3 | $7.19M | Buy |
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|
2021
Q2 | $6.12M | Buy |
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|
2021
Q1 | $6.27M | Buy |
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|
2020
Q4 | $5.18M | Buy |
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|
2020
Q3 | $3.34M | Sell |
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|
2020
Q2 | $4.21M | Sell |
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|
2020
Q1 | $2.69M | Sell |
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|
2019
Q4 | $4.97M | Buy |
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|
2019
Q3 | $4.29M | Buy |
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|
2019
Q2 | $3M | Buy |
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|
2019
Q1 | $2.95M | Buy |
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|
2018
Q4 | $2.69M | Buy |
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|
2018
Q3 | $3.23M | Buy |
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|
2018
Q2 | $3.01M | Buy |
|
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|
2018
Q1 | $2.57M | Buy |
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|
2017
Q4 | $2.37M | Buy |
|
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|
2017
Q3 | $2.02M | Buy |
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|
2017
Q2 | $842K | Buy |
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|
2017
Q1 | $612K | Hold |
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|
2016
Q4 | $562K | Hold |
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|
2016
Q3 | $486K | Hold |
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|
2016
Q2 | $424K | Buy |
|