First Foundation Advisors’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.04M | Sell |
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|
2025
Q2 | $1.09M | Buy |
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|
2025
Q1 | $745K | Sell |
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|
2024
Q4 | $783K | Sell |
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|
2024
Q3 | $845K | Sell |
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|
2024
Q2 | $968K | Sell |
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|
2024
Q1 | $979K | Sell |
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|
2023
Q4 | $1.93M | Sell |
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|
2023
Q3 | $1.99M | Sell |
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|
2023
Q2 | $2.17M | Sell |
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|
2023
Q1 | $2.36M | Sell |
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|
2022
Q4 | $2.38M | Sell |
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|
2022
Q3 | $2.46M | Buy |
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|
2022
Q2 | $2.54M | Sell |
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|
2022
Q1 | $2.9M | Sell |
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|
2021
Q4 | $3.29M | Sell |
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|
2021
Q3 | $3.32M | Buy |
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|
2021
Q2 | $3.3M | Buy |
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|
2021
Q1 | $2.39M | Buy |
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|
2020
Q4 | $1.62M | Buy |
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|
2020
Q3 | $1.21M | Buy |
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|
2020
Q2 | $205K | Buy |
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