Curi RMB Capital’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 | $2.04M | Buy |
400,968
+968
| +0.2% | +$4.94K | 0.04% | 325 |
|
2025
Q1 | $2.08M | Buy |
400,000
+84,500
| +27% | +$439K | 0.05% | 267 |
|
2024
Q4 | $1.96M | Sell |
315,500
-67,604
| -18% | -$420K | 0.05% | 268 |
|
2024
Q3 | $2.39M | Sell |
383,104
-263,587
| -41% | -$1.64M | 0.05% | 252 |
|
2024
Q2 | $4.24M | Buy |
646,691
+381,946
| +144% | +$2.5M | 0.1% | 197 |
|
2024
Q1 | $2M | Buy |
+264,745
| New | +$2M | 0.05% | 274 |
|
2022
Q3 | – | Sell |
-36,488
| Closed | -$747K | – | 468 |
|
2022
Q2 | $747K | Buy |
+36,488
| New | +$747K | 0.03% | 308 |
|
2020
Q1 | – | Sell |
-186,196
| Closed | -$3.24M | – | 688 |
|
2019
Q4 | $3.24M | Sell |
186,196
-13,440
| -7% | -$234K | 0.09% | 192 |
|
2019
Q3 | $3.05M | Sell |
199,636
-229,924
| -54% | -$3.51M | 0.08% | 211 |
|
2019
Q2 | $5.77M | Sell |
429,560
-256,852
| -37% | -$3.45M | 0.15% | 135 |
|
2019
Q1 | $9.32M | Sell |
686,412
-266,477
| -28% | -$3.62M | 0.24% | 94 |
|
2018
Q4 | $12.3M | Sell |
952,889
-193,627
| -17% | -$2.49M | 0.31% | 69 |
|
2018
Q3 | $17.9M | Buy |
1,146,516
+120,268
| +12% | +$1.88M | 0.43% | 43 |
|
2018
Q2 | $19M | Buy |
1,026,248
+273,969
| +36% | +$5.08M | 0.45% | 42 |
|
2018
Q1 | $13.9M | Buy |
752,279
+60,778
| +9% | +$1.13M | 0.36% | 68 |
|
2017
Q4 | $12.8M | Buy |
691,501
+3,673
| +0.5% | +$68.1K | 0.33% | 65 |
|
2017
Q3 | $12.3M | Buy |
687,828
+77,516
| +13% | +$1.39M | 0.32% | 72 |
|
2017
Q2 | $10M | Buy |
610,312
+201,826
| +49% | +$3.32M | 0.29% | 93 |
|
2017
Q1 | $6.34M | Buy |
408,486
+46,316
| +13% | +$718K | 0.26% | 88 |
|
2016
Q4 | $5.16M | Sell |
362,170
-11,660
| -3% | -$166K | 0.28% | 96 |
|
2016
Q3 | $4.61M | Buy |
373,830
+66,434
| +22% | +$819K | 0.25% | 97 |
|
2016
Q2 | $3.31M | Buy |
307,396
+87,706
| +40% | +$943K | 0.17% | 109 |
|
2016
Q1 | $2.46M | Buy |
219,690
+12,840
| +6% | +$144K | 0.16% | 131 |
|
2015
Q4 | $2.44M | Hold |
206,850
| – | – | 0.11% | 134 |
|
2015
Q3 | $2.36M | Buy |
+206,850
| New | +$2.36M | 0.16% | 135 |
|