First Foundation Advisors’s Bank of New York Mellon BK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $640K | Hold |
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|
2025
Q1 | $589K | Hold |
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|
2024
Q4 | $540K | Hold |
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|
2024
Q3 | $505K | Hold |
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|
2024
Q2 | $421K | Buy |
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|
2024
Q1 | $376K | Hold |
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|
2023
Q4 | $340K | Sell |
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|
2023
Q3 | $493K | Buy |
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|
2023
Q2 | $508K | Buy |
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|
2023
Q1 | $488K | Sell |
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|
2022
Q4 | $499K | Sell |
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|
2022
Q3 | $559K | Buy |
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|
2022
Q2 | $602K | Sell |
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|
2022
Q1 | $748K | Buy |
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|
2021
Q4 | $844K | Buy |
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|
2021
Q3 | $728K | Buy |
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|
2021
Q2 | $713K | Buy |
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|
2021
Q1 | $639K | Buy |
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|
2020
Q4 | $566K | Sell |
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|
2020
Q3 | $484K | Sell |
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|
2020
Q2 | $614K | Buy |
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|
2020
Q1 | $530K | Sell |
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|
2019
Q4 | $851K | Sell |
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|
2019
Q3 | $979K | Sell |
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|
2019
Q2 | $1.24M | Sell |
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|
2019
Q1 | $22.5M | Sell |
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|
2018
Q4 | $27.9M | Sell |
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|
2018
Q3 | $31.3M | Sell |
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|
2018
Q2 | $33.5M | Sell |
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|
2018
Q1 | $37.3M | Buy |
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|
2017
Q4 | $38.7M | Buy |
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|
2017
Q3 | $37.5M | Buy |
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|
2017
Q2 | $35.3M | Buy |
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|
2017
Q1 | $31.5M | Buy |
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|
2016
Q4 | $30.6M | Sell |
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|
2016
Q3 | $26.5M | Sell |
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|
2016
Q2 | $26.5M | Sell |
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|
2016
Q1 | $26.2M | Buy |
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|
2015
Q4 | $27.6M | Buy |
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|
2015
Q3 | $24.9M | Buy |
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|
2015
Q2 | $26.5M | Buy |
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|
2015
Q1 | $25.2M | Buy |
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|
2014
Q4 | $22.3M | Buy |
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|
2014
Q3 | $21M | Buy |
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|
2014
Q2 | $19.5M | Buy |
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|
2014
Q1 | $17.4M | Buy |
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|
2013
Q4 | $16.7M | Buy |
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|
2013
Q3 | $13.9M | Buy |
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|
2013
Q2 | $12.4M | Buy |
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