Creative Planning’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 | $402K | Buy |
78,778
+48,754
| +162% | +$249K | ﹤0.01% | 2643 |
|
|
2025
Q1 | $156K | Buy |
30,024
+9,336
| +45% | +$48.5K | ﹤0.01% | 3134 |
|
|
2024
Q4 | $128K | Buy |
20,688
+4,225
| +26% | +$26.2K | ﹤0.01% | 3090 |
|
|
2024
Q3 | $103K | Buy |
16,463
+4,336
| +36% | +$27.1K | ﹤0.01% | 3015 |
|
|
2024
Q2 | $79.4K | Buy |
+12,127
| New | +$79.4K | ﹤0.01% | 2864 |
|
|
2020
Q2 | – | Sell |
-14,309
| Closed | -$146K | – | 1846 |
|
|
2020
Q1 | $146K | Hold |
14,309
| – | – | ﹤0.01% | 1446 |
|
|
2019
Q4 | $249K | Sell |
14,309
-5,000
| -26% | -$87K | ﹤0.01% | 1495 |
|
|
2019
Q3 | $295K | Buy |
19,309
+5,000
| +35% | +$76.4K | ﹤0.01% | 1365 |
|
|
2019
Q2 | $192K | Hold |
14,309
| – | – | ﹤0.01% | 1621 |
|
|
2019
Q1 | $194K | Hold |
14,309
| – | – | ﹤0.01% | 1586 |
|
|
2018
Q4 | $184K | Sell |
14,309
-5,000
| -26% | -$64.3K | ﹤0.01% | 1512 |
|
|
2018
Q3 | $302K | Hold |
19,309
| – | – | ﹤0.01% | 1378 |
|
|
2018
Q2 | $358K | Buy |
+19,309
| New | +$358K | ﹤0.01% | 1250 |
|
|
2018
Q1 | – | Sell |
-15,284
| Closed | -$283K | – | 1922 |
|
|
2017
Q4 | $283K | Buy |
+15,284
| New | +$283K | ﹤0.01% | 1388 |
|