Farther Finance 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.3K | Buy |
5,353
+215
| +4% | +$1.1K | ﹤0.01% | 2474 |
|
|
2025
Q1 | $26.8K | Buy |
5,138
+49
| +1% | +$256 | ﹤0.01% | 2228 |
|
|
2024
Q4 | $31.6K | Buy |
5,089
+4,424
| +665% | +$27.5K | ﹤0.01% | 1879 |
|
|
2024
Q3 | $4.15K | Hold |
665
| – | – | ﹤0.01% | 2718 |
|
|
2024
Q2 | $4.3K | Buy |
665
+20
| +3% | +$129 | ﹤0.01% | 2465 |
|
|
2024
Q1 | $4.65K | Buy |
645
+50
| +8% | +$360 | ﹤0.01% | 2102 |
|
|
2023
Q4 | $5.76K | Buy |
595
+532
| +844% | +$5.15K | ﹤0.01% | 1893 |
|
|
2023
Q3 | $383 | Hold |
63
| – | – | ﹤0.01% | 2333 |
|
|
2023
Q2 | $250 | Buy |
63
+55
| +688% | +$218 | ﹤0.01% | 2320 |
|
|
2023
Q1 | $60 | Hold |
8
| – | – | ﹤0.01% | 2310 |
|
|
2022
Q4 | $115 | Buy |
+8
| New | +$115 | ﹤0.01% | 2122 |
|