First Foundation Advisors’s CTO Realty Growth CTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Sell |
12,000
-375
| -3% | -$6.47K | 0.01% | 320 |
|
|
2025
Q1 | $239K | Hold |
12,375
| – | – | 0.01% | 299 |
|
|
2024
Q4 | $244K | Hold |
12,375
| – | – | 0.01% | 307 |
|
|
2024
Q3 | $235K | Hold |
12,375
| – | – | 0.01% | 315 |
|
|
2024
Q2 | $216K | Hold |
12,375
| – | – | 0.01% | 316 |
|
|
2024
Q1 | $210K | Hold |
12,375
| – | – | 0.01% | 327 |
|
|
2023
Q4 | $214K | Sell |
12,375
-3,548
| -22% | -$61.5K | 0.01% | 329 |
|
|
2023
Q3 | $258K | Hold |
15,923
| – | – | 0.01% | 347 |
|
|
2023
Q2 | $273K | Hold |
15,923
| – | – | 0.01% | 332 |
|
|
2023
Q1 | $275K | Sell |
15,923
-289
| -2% | -$4.99K | 0.01% | 308 |
|
|
2022
Q4 | $296K | Sell |
16,212
-75,709
| -82% | -$1.38M | 0.01% | 306 |
|
|
2022
Q3 | $1.72M | Buy |
91,921
+67
| +0.1% | +$1.26K | 0.08% | 129 |
|
|
2022
Q2 | $1.87M | Buy |
91,854
+153
| +0.2% | +$3.12K | 0.08% | 121 |
|
|
2022
Q1 | $2.03M | Sell |
91,701
-23,271
| -20% | -$514K | 0.07% | 133 |
|
|
2021
Q4 | $2.35M | Buy |
114,972
+41,367
| +56% | +$847K | 0.08% | 123 |
|
|
2021
Q3 | $1.32M | Buy |
73,605
+43,452
| +144% | +$779K | 0.05% | 174 |
|
|
2021
Q2 | $538K | Buy |
+30,153
| New | +$538K | 0.02% | 275 |
|
|
2020
Q2 | – | Sell |
-75,607
| Closed | -$930K | – | 356 |
|
|
2020
Q1 | $930K | Hold |
75,607
| – | – | 0.06% | 172 |
|
|
2019
Q4 | $1.24M | Buy |
75,607
+7,821
| +12% | +$128K | 0.06% | 163 |
|
|
2019
Q3 | $1.21M | Buy |
67,786
+32,051
| +90% | +$571K | 0.06% | 150 |
|
|
2019
Q2 | $579K | Buy |
+35,735
| New | +$579K | 0.03% | 210 |
|