FFA
First Foundation Advisors’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $279K | Sell |
9,010
-1,050
| -10% | -$32.6K | 0.01% | 293 |
|
|
2025
Q1 | $343K | Hold |
10,060
| – | – | 0.01% | 256 |
|
|
2024
Q4 | $315K | Buy |
10,060
+2,008
| +25% | +$63K | 0.01% | 283 |
|
|
2024
Q3 | $234K | Buy |
8,052
+452
| +6% | +$13.2K | 0.01% | 318 |
|
|
2024
Q2 | $220K | Hold |
7,600
| – | – | 0.01% | 313 |
|
|
2024
Q1 | $222K | Sell |
7,600
-546
| -7% | -$15.9K | 0.01% | 319 |
|
|
2023
Q4 | $215K | Hold |
8,146
| – | – | 0.01% | 328 |
|
|
2023
Q3 | $223K | Hold |
8,146
| – | – | 0.01% | 374 |
|
|
2023
Q2 | $215K | Sell |
8,146
-5,707
| -41% | -$150K | 0.01% | 375 |
|
|
2023
Q1 | $359K | Sell |
13,853
-334
| -2% | -$8.65K | 0.02% | 274 |
|
|
2022
Q4 | $342K | Sell |
14,187
-5,705
| -29% | -$138K | 0.02% | 289 |
|
|
2022
Q3 | $473K | Sell |
19,892
-3,102
| -13% | -$73.8K | 0.02% | 240 |
|
|
2022
Q2 | $560K | Sell |
22,994
-33,857
| -60% | -$825K | 0.02% | 236 |
|
|
2022
Q1 | $1.47M | Buy |
56,851
+6,100
| +12% | +$157K | 0.05% | 162 |
|
|
2021
Q4 | $1.11M | Buy |
50,751
+41,192
| +431% | +$904K | 0.04% | 192 |
|
|
2021
Q3 | $207K | Hold |
9,559
| – | – | 0.01% | 421 |
|
|
2021
Q2 | $231K | Sell |
9,559
-1,350
| -12% | -$32.6K | 0.01% | 403 |
|
|
2021
Q1 | $240K | Sell |
10,909
-23,100
| -68% | -$508K | 0.01% | 368 |
|
|
2020
Q4 | $667K | Sell |
34,009
-2,594
| -7% | -$50.9K | 0.03% | 236 |
|
|
2020
Q3 | $578K | Buy |
36,603
+9,500
| +35% | +$150K | 0.03% | 222 |
|
|
2020
Q2 | $492K | Sell |
27,103
-4,000
| -13% | -$72.6K | 0.03% | 236 |
|
|
2020
Q1 | $445K | Buy |
31,103
+12,894
| +71% | +$184K | 0.03% | 234 |
|
|
2019
Q4 | $513K | Hold |
18,209
| – | – | 0.03% | 246 |
|
|
2019
Q3 | $520K | Buy |
18,209
+4,106
| +29% | +$117K | 0.03% | 222 |
|
|
2019
Q2 | $407K | Sell |
14,103
-1
| -0% | -$29 | 0.02% | 243 |
|
|
2019
Q1 | $410K | Sell |
14,104
-3,450
| -20% | -$100K | 0.02% | 236 |
|
|
2018
Q4 | $432K | Sell |
17,554
-467
| -3% | -$11.5K | 0.03% | 280 |
|
|
2018
Q3 | $518K | Sell |
18,021
-16,933
| -48% | -$487K | 0.03% | 229 |
|
|
2018
Q2 | $967K | Buy |
34,954
+16,137
| +86% | +$446K | 0.06% | 165 |
|
|
2018
Q1 | $461K | Buy |
18,817
+6,654
| +55% | +$163K | 0.03% | 220 |
|
|
2017
Q4 | $322K | Buy |
12,163
+2,018
| +20% | +$53.4K | 0.02% | 267 |
|
|
2017
Q3 | $264K | Sell |
10,145
-800
| -7% | -$20.8K | 0.02% | 263 |
|
|
2017
Q2 | $296K | Buy |
10,945
+522
| +5% | +$14.1K | 0.02% | 254 |
|
|
2017
Q1 | $288K | Sell |
10,423
-850
| -8% | -$23.5K | 0.02% | 267 |
|
|
2016
Q4 | $305K | Hold |
11,273
| – | – | 0.02% | 247 |
|
|
2016
Q3 | $311K | Hold |
11,273
| – | – | 0.02% | 231 |
|
|
2016
Q2 | $330K | Sell |
11,273
-3,946
| -26% | -$116K | 0.02% | 231 |
|
|
2016
Q1 | $375K | Sell |
15,219
-15,487
| -50% | -$382K | 0.03% | 202 |
|
|
2015
Q4 | $785K | Sell |
30,706
-9,557
| -24% | -$244K | 0.05% | 147 |
|
|
2015
Q3 | $1M | Buy |
40,263
+1,822
| +5% | +$45.4K | 0.08% | 118 |
|
|
2015
Q2 | $1.15M | Sell |
38,441
-51
| -0.1% | -$1.52K | 0.09% | 108 |
|
|
2015
Q1 | $1.27M | Buy |
38,492
+3,470
| +10% | +$114K | 0.11% | 94 |
|
|
2014
Q4 | $1.27M | Sell |
35,022
-14,686
| -30% | -$530K | 0.11% | 86 |
|
|
2014
Q3 | $2M | Buy |
49,708
+13,567
| +38% | +$547K | 0.2% | 59 |
|
|
2014
Q2 | $2.83M | Buy |
36,141
+916
| +3% | +$71.7K | 0.31% | 48 |
|
|
2014
Q1 | $2.44M | Buy |
35,225
+499
| +1% | +$34.6K | 0.3% | 47 |
|
|
2013
Q4 | $2.3M | Buy |
34,726
+2,680
| +8% | +$178K | 0.31% | 47 |
|
|
2013
Q3 | $1.96M | Buy |
32,046
+664
| +2% | +$40.5K | 0.3% | 45 |
|
|
2013
Q2 | $1.95M | Buy |
+31,382
| New | +$1.95M | 0.38% | 41 |
|