Concourse Financial Group Securities’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
Q1
Hold
0
2799
2024
Q4
Hold
0
4333
2024
Q3
Hold
0
4329
2024
Q2
Hold
0
4368
2024
Q1
Hold
0
4375
2023
Q4
Hold
0
4310
2023
Q3
Hold
0
4256
2023
Q2
Hold
0
4200
2023
Q1
Sell
-1,302
Closed -$18.7K 4095
2022
Q4
$18.7K Buy
1,302
+128
+11% +$1.83K ﹤0.01% 1492
2022
Q3
$21K Buy
1,174
+64
+6% +$1.15K ﹤0.01% 1292
2022
Q2
$23K Sell
1,110
-131
-11% -$2.71K ﹤0.01% 1404
2022
Q1
$30K Buy
1,241
+427
+52% +$10.3K ﹤0.01% 1335
2021
Q4
$20K Buy
814
+207
+34% +$5.09K ﹤0.01% 1626
2021
Q3
$16K Buy
607
+152
+33% +$4.01K ﹤0.01% 1718
2021
Q2
$10K Buy
455
+85
+23% +$1.87K ﹤0.01% 1868
2021
Q1
$9K Buy
+370
New +$9K ﹤0.01% 1785
2020
Q4
Hold
0
3606
2020
Q3
Hold
0
3457
2020
Q2
Hold
0
3358
2020
Q1
Hold
0
3380
2019
Q4
Hold
0
3330
2019
Q3
Hold
0
3059
2019
Q2
Hold
0
3370
2019
Q1
Hold
0
3349
2018
Q4
Hold
0
3233
2018
Q3
Hold
0
2832