Covestor’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-10
| Closed | – | – | 2593 |
|
|
2026
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 2423 |
|
|
2025
Q4 | $0 | Hold |
10
| – | – | ﹤0.01% | 2405 |
|
|
2025
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 2435 |
|
|
2025
Q2 | $0 | Sell |
10
-1
| -9% | -$5 | ﹤0.01% | 2379 |
|
|
2025
Q1 | $0 | Hold |
11
| – | – | ﹤0.01% | 2388 |
|
|
2024
Q4 | $0 | Buy |
11
+1
| +10% | +$7 | ﹤0.01% | 2398 |
|
|
2024
Q3 | $0 | Sell |
10
-1
| -9% | -$6 | ﹤0.01% | 2383 |
|
|
2024
Q2 | $0 | Buy |
11
+2
| +22% | +$12 | ﹤0.01% | 2398 |
|
|
2024
Q1 | $0 | Buy |
9
+2
| +29% | +$17 | ﹤0.01% | 2395 |
|
|
2023
Q4 | $0 | Sell |
7
-7
| -50% | -$45 | ﹤0.01% | 2306 |
|
|
2023
Q3 | $0 | Sell |
14
-351
| -96% | -$2.31K | ﹤0.01% | 2285 |
|
|
2023
Q2 | $1K | Sell |
365
-25
| -6% | -$129 | ﹤0.01% | 1938 |
|
|
2023
Q1 | $3K | Buy |
390
+274
| +236% | +$3.66K | ﹤0.01% | 1667 |
|
|
2022
Q4 | $2K | Buy |
116
+101
| +673% | +$1.56K | ﹤0.01% | 1769 |
|
|
2022
Q3 | $0 | Sell |
15
-22
| -59% | -$437 | ﹤0.01% | 2178 |
|
|
2022
Q2 | $1K | Sell |
37
-13
| -26% | -$288 | ﹤0.01% | 1719 |
|
|
2022
Q1 | $1K | Buy |
50
+29
| +138% | +$753 | ﹤0.01% | 1810 |
|
|
2021
Q4 | $1K | Buy |
+21
| New | +$559 | ﹤0.01% | 1746 |
|
Covestor's FFWM Position: Q2 2026 in Review
Covestor sold out of First Foundation Inc (FFWM) in Q2 2026, closing a stake of 10 shares.
Covestor first reported a position in FFWM in Q4 2021 and held it in 18 quarters. The position peaked at $3K in Q1 2023. 0 funds tracked by Wall St. Rank hold FFWM as of Q2 2026.
- Covestor reported no remaining First Foundation Inc position as of Q2 2026 after selling out during the quarter.
- Covestor sold 10 First Foundation Inc shares in Q2 2026.
- Covestor first reported a position in First Foundation Inc in Q4 2021 and held it in 18 quarters.
- Covestor's First Foundation Inc position peaked at $3K in Q1 2023.
- 0 funds tracked by Wall St. Rank held First Foundation Inc as of Q2 2026.
Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.