First Foundation Advisors’s British American Tobacco BTI Stock Holding History

First Foundation Advisors’s Portfolio BTI Stock Details BTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$442K	Hold	7,565	–	–	0.02%	255
2025 Q4	$428K	Sell	7,565 -10,000	-57%	-$546K	0.02%	250
2025 Q3	$932K	Sell	17,565 -21,896	-55%	-$1.19M	0.03%	188
2025 Q2	$1.87M	Sell	39,461 -5,423	-12%	-$240K	0.07%	142
2025 Q1	$1.86M	Sell	44,884 -736	-2%	-$28.9K	0.08%	129
2024 Q4	$1.66M	Buy	45,620 +7,456	+20%	+$269K	0.06%	137
2024 Q3	$1.4M	Sell	38,164 -5,642	-13%	-$202K	0.05%	149
2024 Q2	$1.35M	Hold	43,806	–	–	0.05%	145
2024 Q1	$1.34M	Sell	43,806 -542	-1%	-$16.3K	0.05%	148
2023 Q4	$1.3M	Sell	44,348 -35,131	-44%	-$1.07M	0.06%	151
2023 Q3	$2.5M	Sell	79,479 -439	-0.5%	-$14.5K	0.12%	110
2023 Q2	$2.65M	Buy	79,918 +18,808	+31%	+$643K	0.11%	116
2023 Q1	$2.15M	Buy	61,110 +15,481	+34%	+$584K	0.1%	124
2022 Q4	$1.82M	Buy	45,629 +11,353	+33%	+$446K	0.09%	132
2022 Q3	$1.22M	Buy	34,276 +29,002	+550%	+$1.16M	0.06%	153
2022 Q2	$226K	Sell	5,274 -12,973	-71%	-$557K	0.01%	358
2022 Q1	$769K	Sell	18,247 -18,833	-51%	-$803K	0.03%	211
2021 Q4	$1.39M	Buy	37,080 +25,282	+214%	+$898K	0.05%	177
2021 Q3	$416K	Buy	+11,798	New	+$443K	0.02%	303
2021 Q2	–	Sell	-5,557	Closed	-$215K	–	452
2021 Q1	$215K	Sell	5,557 -21,563	-80%	-$812K	0.01%	384
2020 Q4	$1.02M	Buy	27,120 +308	+1%	+$11K	0.05%	188
2020 Q3	$969K	Sell	26,812 -1,920	-7%	-$67.2K	0.05%	179
2020 Q2	$1.12M	Buy	28,732 +875	+3%	+$33.5K	0.06%	165
2020 Q1	$952K	Buy	27,857 +12,095	+77%	+$493K	0.06%	168
2019 Q4	$669K	Buy	+15,762	New	+$594K	0.03%	211
2019 Q3	–	Sell	-49,439	Closed	-$1.72M	–	360
2019 Q2	$1.72M	Sell	49,439 -17,307	-26%	-$656K	0.1%	130
2019 Q1	$2.79M	Sell	66,746 -9,967	-13%	-$363K	0.17%	95
2018 Q4	$2.44M	Sell	76,713 -245,179	-76%	-$9.54M	0.15%	97
2018 Q3	$15M	Sell	321,892 -76,300	-19%	-$3.88M	0.83%	36
2018 Q2	$20.1M	Sell	398,192 -36,066	-8%	-$1.9M	1.18%	28
2018 Q1	$25.1M	Buy	434,258 +50,790	+13%	+$3.19M	1.4%	24
2017 Q4	$25.7M	Buy	383,468 +9,556	+3%	+$623K	1.39%	23
2017 Q3	$23.4M	Buy	373,912 +56,612	+18%	+$3.65M	1.33%	24
2017 Q2	$21.7M	Buy	317,300 +6,264	+2%	+$435K	1.28%	26
2017 Q1	$20.6M	Buy	311,036 +15,664	+5%	+$969K	1.28%	29
2016 Q4	$16.6M	Buy	295,372 +4,980	+2%	+$282K	1.09%	33
2016 Q3	$18.5M	Sell	290,392 -4,984	-2%	-$316K	1.28%	28
2016 Q2	$19.1M	Sell	295,376 -2,808	-0.9%	-$170K	1.37%	24
2016 Q1	$17.4M	Buy	298,184 +3,498	+1%	+$193K	1.27%	26
2015 Q4	$16.3M	Buy	294,686 +11,598	+4%	+$665K	1.11%	28
2015 Q3	$15.6M	Sell	283,088 -488	-0.2%	-$27.1K	1.28%	27
2015 Q2	$15.3M	Buy	283,576 +3,530	+1%	+$195K	1.22%	29
2015 Q1	$14.5M	Buy	280,046 +52,260	+23%	+$2.9M	1.22%	31
2014 Q4	$12.3M	Sell	227,786 -776	-0.3%	-$43.6K	1.08%	36
2014 Q3	$12.9M	Buy	228,562 +11,838	+5%	+$700K	1.29%	31
2014 Q2	$12.9M	Buy	216,724 +7,000	+3%	+$410K	1.41%	31
2014 Q1	$11.7M	Buy	209,724 +18,078	+9%	+$940K	1.45%	32
2013 Q4	$10.3M	Buy	191,646 +5,888	+3%	+$313K	1.38%	32
2013 Q3	$9.77M	Buy	185,758 +10,252	+6%	+$542K	1.52%	30
2013 Q2	$9.03M	Buy	+175,506	New	+$9.66M	1.77%	28