Fidelity Investments’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
$25M Sell
4,900,498
-2,504,080
-34% -$12.8M ﹤0.01% 1623
2025
Q1
$38.4M Sell
7,404,578
-2
-0% -$10 ﹤0.01% 1454
2024
Q4
$46M Buy
7,404,580
+1,304,680
+21% +$8.1M ﹤0.01% 1415
2024
Q3
$38.1M Buy
6,099,900
+1,019,484
+20% +$6.36M ﹤0.01% 1483
2024
Q2
$33.3M Buy
5,080,416
+3,977
+0.1% +$26K ﹤0.01% 1471
2024
Q1
$38.3M Buy
5,076,439
+2,145
+0% +$16.2K ﹤0.01% 1414
2023
Q4
$49.1M Buy
5,074,294
+63
+0% +$610 ﹤0.01% 1297
2023
Q3
$30.9M Buy
5,074,231
+1,689
+0% +$10.3K ﹤0.01% 1434
2023
Q2
$20.1M Buy
5,072,542
+6,616
+0.1% +$26.3K ﹤0.01% 1632
2023
Q1
$37.7M Sell
5,065,926
-3,295
-0.1% -$24.5K ﹤0.01% 1362
2022
Q4
$72.6M Buy
5,069,221
+63,845
+1% +$915K 0.01% 1098
2022
Q3
$90.8M Buy
5,005,376
+36
+0% +$653 0.01% 992
2022
Q2
$103M Sell
5,005,340
-21
-0% -$430 0.01% 961
2022
Q1
$122M Buy
5,005,361
+946,725
+23% +$23M 0.01% 992
2021
Q4
$101M Buy
4,058,636
+48,182
+1% +$1.2M 0.01% 1099
2021
Q3
$105M Sell
4,010,454
-12,922
-0.3% -$340K 0.01% 1084
2021
Q2
$90.6M Buy
4,023,376
+416,375
+12% +$9.37M 0.01% 1159
2021
Q1
$84.6M Buy
3,607,001
+512,960
+17% +$12M 0.01% 1144
2020
Q4
$61.9M Buy
3,094,041
+1,306,580
+73% +$26.1M 0.01% 1239
2020
Q3
$23.4M Sell
1,787,461
-1,538,855
-46% -$20.1M ﹤0.01% 1501
2020
Q2
$54.4M Sell
3,326,316
-697,590
-17% -$11.4M 0.01% 1125
2020
Q1
$41.1M Buy
4,023,906
+9,526
+0.2% +$97.4K 0.01% 1108
2019
Q4
$69.9M Buy
4,014,380
+13,864
+0.3% +$241K 0.01% 1061
2019
Q3
$61.1M Sell
4,000,516
-10,493
-0.3% -$160K 0.01% 1081
2019
Q2
$53.9M Buy
4,011,009
+10,315
+0.3% +$139K 0.01% 1181
2019
Q1
$54.3M Buy
4,000,694
+247,100
+7% +$3.35M 0.01% 1181
2018
Q4
$48.3M Sell
3,753,594
-237,699
-6% -$3.06M 0.01% 1155
2018
Q3
$62.3M Buy
3,991,293
+22,879
+0.6% +$357K 0.01% 1155
2018
Q2
$73.6M Buy
3,968,414
+820,394
+26% +$15.2M 0.01% 1090
2018
Q1
$58.4M Buy
3,148,020
+1,442,133
+85% +$26.7M 0.01% 1224
2017
Q4
$31.6M Buy
1,705,887
+234,254
+16% +$4.34M ﹤0.01% 1513
2017
Q3
$26.3M Sell
1,471,633
-58,245
-4% -$1.04M ﹤0.01% 1589
2017
Q2
$25.1M Buy
1,529,878
+36,484
+2% +$599K ﹤0.01% 1581
2017
Q1
$23.2M Buy
1,493,394
+249,300
+20% +$3.87M ﹤0.01% 1637
2016
Q4
$17.7M Buy
1,244,094
+248,564
+25% +$3.54M ﹤0.01% 1727
2016
Q3
$12.3M Buy
995,530
+54,200
+6% +$669K ﹤0.01% 1906
2016
Q2
$10.1M Buy
941,330
+348,330
+59% +$3.74M ﹤0.01% 1962
2016
Q1
$6.65M Buy
593,000
+35,200
+6% +$395K ﹤0.01% 2082
2015
Q4
$6.58M Buy
557,800
+47,600
+9% +$561K ﹤0.01% 2114
2015
Q3
$5.81M Buy
+510,200
New +$5.81M ﹤0.01% 2131