Coppell Advisory Solutions’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 | – | Sell |
-851
| Closed | -$5.09K | – | 848 |
|
|
2024
Q4 | $5.09K | Hold |
851
| – | – | ﹤0.01% | 1319 |
|
|
2024
Q3 | $5.17K | Hold |
851
| – | – | ﹤0.01% | 1246 |
|
|
2024
Q2 | $5.57K | Buy |
+851
| New | +$5.57K | ﹤0.01% | 1176 |
|
|
2023
Q4 | $8.24K | Sell |
851
-12,289
| -94% | -$119K | ﹤0.01% | 979 |
|
|
2023
Q3 | $188K | Buy |
13,140
+13,086
| +24,233% | +$188K | 0.06% | 164 |
|
|
2023
Q2 | $218 | Buy |
+54
| New | +$218 | ﹤0.01% | 1318 |
|
|
2023
Q1 | – | Sell |
-13,140
| Closed | -$188K | – | 506 |
|
|
2022
Q4 | $188K | Buy |
+13,140
| New | +$188K | 0.06% | 169 |
|