Covestor’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
$0 Sell
10
-1
-9% ﹤0.01% 2376
2025
Q1
$0 Hold
11
﹤0.01% 2385
2024
Q4
$0 Buy
11
+1
+10% ﹤0.01% 2398
2024
Q3
$0 Sell
10
-1
-9% ﹤0.01% 2382
2024
Q2
$0 Buy
11
+2
+22% ﹤0.01% 2401
2024
Q1
$0 Buy
9
+2
+29% ﹤0.01% 2402
2023
Q4
$0 Sell
7
-7
-50% ﹤0.01% 2313
2023
Q3
$0 Sell
14
-351
-96% ﹤0.01% 2296
2023
Q2
$1K Sell
365
-25
-6% -$68 ﹤0.01% 1936
2023
Q1
$3K Buy
390
+274
+236% +$2.11K ﹤0.01% 1667
2022
Q4
$2K Buy
116
+101
+673% +$1.74K ﹤0.01% 1768
2022
Q3
$0 Sell
15
-22
-59% ﹤0.01% 2179
2022
Q2
$1K Sell
37
-13
-26% -$351 ﹤0.01% 1703
2022
Q1
$1K Buy
50
+29
+138% +$580 ﹤0.01% 1800
2021
Q4
$1K Buy
+21
New +$1K ﹤0.01% 1746