Empowered Funds’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
Q1
Sell
-55,382
Closed -$344K 1679
2024
Q4
$344K Buy
55,382
+2,722
+5% +$16.9K 0.01% 1325
2024
Q3
$329K Buy
52,660
+2,680
+5% +$16.7K 0.01% 1232
2024
Q2
$327K Buy
49,980
+3,600
+8% +$23.6K 0.01% 1177
2024
Q1
$350K Buy
46,380
+3,500
+8% +$26.4K 0.01% 1170
2023
Q4
$415K Buy
42,880
+3,840
+10% +$37.2K 0.01% 1029
2023
Q3
$237K Buy
39,040
+3,160
+9% +$19.2K 0.01% 1112
2023
Q2
$142K Buy
+35,880
New +$142K 0.01% 1092