Davidson Investment Advisors’s First Foundation Inc FFWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-620,714
| Closed | -$8.89M | – | 112 |
|
|
2022
Q4 | $8.89M | Sell |
620,714
-16,874
| -3% | -$242K | 0.69% | 69 |
|
|
2022
Q3 | $11.6M | Buy |
637,588
+12,299
| +2% | +$223K | 0.97% | 48 |
|
|
2022
Q2 | $12.8M | Buy |
625,289
+3,804
| +0.6% | +$77.9K | 1.09% | 40 |
|
|
2022
Q1 | $15.1M | Buy |
621,485
+11,586
| +2% | +$281K | 1.1% | 37 |
|
|
2021
Q4 | $15.2M | Buy |
609,899
+13,156
| +2% | +$327K | 1.08% | 40 |
|
|
2021
Q3 | $15.7M | Buy |
+596,743
| New | +$15.7M | 1.22% | 31 |
|