FFA
First Foundation Advisors’s Bank of New York Mellon BK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $640K | Hold |
7,024
| – | – | 0.02% | 224 |
|
|
2025
Q1 | $589K | Hold |
7,024
| – | – | 0.02% | 209 |
|
|
2024
Q4 | $540K | Hold |
7,024
| – | – | 0.02% | 223 |
|
|
2024
Q3 | $505K | Hold |
7,024
| – | – | 0.02% | 231 |
|
|
2024
Q2 | $421K | Buy |
7,024
+500
| +8% | +$29.9K | 0.02% | 243 |
|
|
2024
Q1 | $376K | Hold |
6,524
| – | – | 0.02% | 258 |
|
|
2023
Q4 | $340K | Sell |
6,524
-5,025
| -44% | -$262K | 0.02% | 275 |
|
|
2023
Q3 | $493K | Buy |
11,549
+144
| +1% | +$6.14K | 0.02% | 250 |
|
|
2023
Q2 | $508K | Buy |
11,405
+671
| +6% | +$29.9K | 0.02% | 243 |
|
|
2023
Q1 | $488K | Sell |
10,734
-225
| -2% | -$10.2K | 0.02% | 238 |
|
|
2022
Q4 | $499K | Sell |
10,959
-3,560
| -25% | -$162K | 0.02% | 244 |
|
|
2022
Q3 | $559K | Buy |
14,519
+78
| +0.5% | +$3K | 0.03% | 224 |
|
|
2022
Q2 | $602K | Sell |
14,441
-635
| -4% | -$26.5K | 0.03% | 229 |
|
|
2022
Q1 | $748K | Buy |
15,076
+536
| +4% | +$26.6K | 0.03% | 214 |
|
|
2021
Q4 | $844K | Buy |
14,540
+497
| +4% | +$28.8K | 0.03% | 216 |
|
|
2021
Q3 | $728K | Buy |
14,043
+120
| +0.9% | +$6.22K | 0.03% | 228 |
|
|
2021
Q2 | $713K | Buy |
13,923
+410
| +3% | +$21K | 0.03% | 244 |
|
|
2021
Q1 | $639K | Buy |
13,513
+176
| +1% | +$8.32K | 0.03% | 242 |
|
|
2020
Q4 | $566K | Sell |
13,337
-766
| -5% | -$32.5K | 0.03% | 250 |
|
|
2020
Q3 | $484K | Sell |
14,103
-1,786
| -11% | -$61.3K | 0.02% | 240 |
|
|
2020
Q2 | $614K | Buy |
15,889
+162
| +1% | +$6.26K | 0.03% | 208 |
|
|
2020
Q1 | $530K | Sell |
15,727
-1,189
| -7% | -$40.1K | 0.03% | 217 |
|
|
2019
Q4 | $851K | Sell |
16,916
-4,730
| -22% | -$238K | 0.04% | 186 |
|
|
2019
Q3 | $979K | Sell |
21,646
-6,479
| -23% | -$293K | 0.05% | 165 |
|
|
2019
Q2 | $1.24M | Sell |
28,125
-418,872
| -94% | -$18.5M | 0.07% | 156 |
|
|
2019
Q1 | $22.5M | Sell |
446,997
-145,244
| -25% | -$7.32M | 1.34% | 17 |
|
|
2018
Q4 | $27.9M | Sell |
592,241
-21,505
| -4% | -$1.01M | 1.76% | 12 |
|
|
2018
Q3 | $31.3M | Sell |
613,746
-7,283
| -1% | -$371K | 1.73% | 12 |
|
|
2018
Q2 | $33.5M | Sell |
621,029
-101,855
| -14% | -$5.49M | 1.97% | 12 |
|
|
2018
Q1 | $37.3M | Buy |
722,884
+5,121
| +0.7% | +$264K | 2.08% | 12 |
|
|
2017
Q4 | $38.7M | Buy |
717,763
+10,861
| +2% | +$585K | 2.09% | 9 |
|
|
2017
Q3 | $37.5M | Buy |
706,902
+14,909
| +2% | +$790K | 2.13% | 11 |
|
|
2017
Q2 | $35.3M | Buy |
691,993
+24,417
| +4% | +$1.25M | 2.08% | 15 |
|
|
2017
Q1 | $31.5M | Buy |
667,576
+21,205
| +3% | +$1M | 1.95% | 17 |
|
|
2016
Q4 | $30.6M | Sell |
646,371
-17,096
| -3% | -$810K | 2% | 12 |
|
|
2016
Q3 | $26.5M | Sell |
663,467
-17,885
| -3% | -$713K | 1.83% | 13 |
|
|
2016
Q2 | $26.5M | Sell |
681,352
-30,633
| -4% | -$1.19M | 1.9% | 15 |
|
|
2016
Q1 | $26.2M | Buy |
711,985
+42,560
| +6% | +$1.57M | 1.9% | 15 |
|
|
2015
Q4 | $27.6M | Buy |
669,425
+32,922
| +5% | +$1.36M | 1.89% | 12 |
|
|
2015
Q3 | $24.9M | Buy |
636,503
+4,504
| +0.7% | +$176K | 2.05% | 13 |
|
|
2015
Q2 | $26.5M | Buy |
631,999
+4,845
| +0.8% | +$203K | 2.11% | 12 |
|
|
2015
Q1 | $25.2M | Buy |
627,154
+78,102
| +14% | +$3.14M | 2.11% | 12 |
|
|
2014
Q4 | $22.3M | Buy |
549,052
+7,099
| +1% | +$288K | 1.96% | 14 |
|
|
2014
Q3 | $21M | Buy |
541,953
+22,416
| +4% | +$868K | 2.09% | 14 |
|
|
2014
Q2 | $19.5M | Buy |
519,537
+25,396
| +5% | +$952K | 2.12% | 16 |
|
|
2014
Q1 | $17.4M | Buy |
494,141
+16,660
| +3% | +$588K | 2.16% | 18 |
|
|
2013
Q4 | $16.7M | Buy |
477,481
+18,064
| +4% | +$631K | 2.24% | 21 |
|
|
2013
Q3 | $13.9M | Buy |
459,417
+18,436
| +4% | +$557K | 2.16% | 19 |
|
|
2013
Q2 | $12.4M | Buy |
+440,981
| New | +$12.4M | 2.42% | 16 |
|