EverSource Wealth Advisors’s First Foundation Inc FFWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.17K | Buy |
817
+565
| +224% | +$2.88K | ﹤0.01% | 3227 |
|
|
2025
Q1 | $1.31K | Hold |
252
| – | – | ﹤0.01% | 3117 |
|
|
2024
Q4 | $1.57K | Hold |
252
| – | – | ﹤0.01% | 2806 |
|
|
2024
Q3 | $1.57K | Hold |
252
| – | – | ﹤0.01% | 2610 |
|
|
2024
Q2 | $1.76K | Hold |
252
| – | – | ﹤0.01% | 2589 |
|
|
2024
Q1 | $1.38K | Sell |
252
-513
| -67% | -$2.81K | ﹤0.01% | 2484 |
|
|
2023
Q4 | $7.41K | Buy |
765
+414
| +118% | +$4.01K | ﹤0.01% | 1697 |
|
|
2023
Q3 | $2.13K | Buy |
+351
| New | +$2.13K | ﹤0.01% | 1983 |
|
|
2023
Q1 | – | Sell |
-417
| Closed | -$5.98K | – | 2439 |
|
|
2022
Q4 | $5.98K | Buy |
+417
| New | +$5.98K | ﹤0.01% | 1534 |
|