FFA
First Foundation Advisors’s Axos Financial AX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-24,000
| Closed | -$559K | – | 413 |
|
|
2020
Q3 | $559K | Hold |
24,000
| – | – | 0.03% | 224 |
|
|
2020
Q2 | $530K | Hold |
24,000
| – | – | 0.03% | 229 |
|
|
2020
Q1 | $435K | Sell |
24,000
-19,000
| -44% | -$344K | 0.03% | 238 |
|
|
2019
Q4 | $1.3M | Sell |
43,000
-5,000
| -10% | -$151K | 0.06% | 162 |
|
|
2019
Q3 | $1.33M | Hold |
48,000
| – | – | 0.07% | 143 |
|
|
2019
Q2 | $1.31M | Hold |
48,000
| – | – | 0.07% | 150 |
|
|
2019
Q1 | $1.39M | Hold |
48,000
| – | – | 0.08% | 146 |
|
|
2018
Q4 | $1.21M | Hold |
48,000
| – | – | 0.08% | 160 |
|
|
2018
Q3 | $1.65M | Hold |
48,000
| – | – | 0.09% | 122 |
|
|
2018
Q2 | $1.96M | Hold |
48,000
| – | – | 0.12% | 110 |
|
|
2018
Q1 | $1.95M | Hold |
48,000
| – | – | 0.11% | 113 |
|
|
2017
Q4 | $1.44M | Hold |
48,000
| – | – | 0.08% | 141 |
|
|
2017
Q3 | $1.37M | Hold |
48,000
| – | – | 0.08% | 129 |
|
|
2017
Q2 | $1.14M | Hold |
48,000
| – | – | 0.07% | 143 |
|
|
2017
Q1 | $1.25M | Hold |
48,000
| – | – | 0.08% | 126 |
|
|
2016
Q4 | $1.37M | Hold |
48,000
| – | – | 0.09% | 123 |
|
|
2016
Q3 | $1.08M | Hold |
48,000
| – | – | 0.07% | 130 |
|
|
2016
Q2 | $850K | Sell |
48,000
-580
| -1% | -$10.3K | 0.06% | 144 |
|
|
2016
Q1 | $1.04M | Hold |
48,580
| – | – | 0.08% | 123 |
|
|
2015
Q4 | $1.02M | Buy |
48,580
+33,335
| +219% | +$702K | 0.07% | 126 |
|
|
2015
Q3 | $1.96M | Buy |
15,245
+100
| +0.7% | +$12.9K | 0.16% | 84 |
|
|
2015
Q2 | $1.6M | Hold |
15,145
| – | – | 0.13% | 90 |
|
|
2015
Q1 | $1.41M | Buy |
15,145
+145
| +1% | +$13.5K | 0.12% | 89 |
|
|
2014
Q4 | $1.17M | Hold |
15,000
| – | – | 0.1% | 88 |
|
|
2014
Q3 | $1.09M | Buy |
+15,000
| New | +$1.09M | 0.11% | 82 |
|
|
2014
Q2 | – | Sell |
-15,000
| Closed | -$1.29M | – | 245 |
|
|
2014
Q1 | $1.29M | Buy |
+15,000
| New | +$1.29M | 0.16% | 58 |
|