FFA
First Foundation Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.54M | Buy |
11,638
+729
| +7% | +$159K | 0.09% | 124 |
|
|
2025
Q1 | $1.53M | Sell |
10,909
-1,272
| -10% | -$178K | 0.06% | 141 |
|
|
2024
Q4 | $2.03M | Sell |
12,181
-25
| -0.2% | -$4.17K | 0.08% | 124 |
|
|
2024
Q3 | $2.08M | Sell |
12,206
-210
| -2% | -$35.8K | 0.08% | 124 |
|
|
2024
Q2 | $1.75M | Buy |
12,416
+1,176
| +10% | +$166K | 0.07% | 127 |
|
|
2024
Q1 | $1.41M | Sell |
11,240
-102
| -0.9% | -$12.8K | 0.06% | 142 |
|
|
2023
Q4 | $1.2M | Sell |
11,342
-2,574
| -18% | -$271K | 0.05% | 157 |
|
|
2023
Q3 | $1.47M | Buy |
13,916
+2,937
| +27% | +$311K | 0.07% | 145 |
|
|
2023
Q2 | $1.31M | Buy |
10,979
+766
| +8% | +$91.2K | 0.06% | 162 |
|
|
2023
Q1 | $949K | Sell |
10,213
-1,179
| -10% | -$110K | 0.04% | 178 |
|
|
2022
Q4 | $931K | Sell |
11,392
-1,594
| -12% | -$130K | 0.04% | 186 |
|
|
2022
Q3 | $793K | Buy |
12,986
+179
| +1% | +$10.9K | 0.04% | 190 |
|
|
2022
Q2 | $895K | Buy |
12,807
+568
| +5% | +$39.7K | 0.04% | 187 |
|
|
2022
Q1 | $1.01M | Buy |
12,239
+2,115
| +21% | +$175K | 0.04% | 188 |
|
|
2021
Q4 | $883K | Sell |
10,124
-42
| -0.4% | -$3.66K | 0.03% | 212 |
|
|
2021
Q3 | $886K | Buy |
10,166
+431
| +4% | +$37.6K | 0.03% | 210 |
|
|
2021
Q2 | $758K | Buy |
9,735
+532
| +6% | +$41.4K | 0.03% | 239 |
|
|
2021
Q1 | $646K | Sell |
9,203
-1,663
| -15% | -$117K | 0.03% | 241 |
|
|
2020
Q4 | $703K | Buy |
10,866
+396
| +4% | +$25.6K | 0.03% | 230 |
|
|
2020
Q3 | $625K | Sell |
10,470
-1,702
| -14% | -$102K | 0.03% | 218 |
|
|
2020
Q2 | $673K | Sell |
12,172
-232
| -2% | -$12.8K | 0.03% | 203 |
|
|
2020
Q1 | $600K | Buy |
12,404
+1,725
| +16% | +$83.4K | 0.04% | 206 |
|
|
2019
Q4 | $566K | Sell |
10,679
-677
| -6% | -$35.9K | 0.03% | 230 |
|
|
2019
Q3 | $625K | Sell |
11,356
-810
| -7% | -$44.6K | 0.03% | 207 |
|
|
2019
Q2 | $693K | Sell |
12,166
-224
| -2% | -$12.8K | 0.04% | 193 |
|
|
2019
Q1 | $665K | Sell |
12,390
-6,489
| -34% | -$348K | 0.04% | 190 |
|
|
2018
Q4 | $852K | Sell |
18,879
-9,351
| -33% | -$422K | 0.05% | 201 |
|
|
2018
Q3 | $1.46M | Sell |
28,230
-332,706
| -92% | -$17.2M | 0.08% | 139 |
|
|
2018
Q2 | $15.9M | Sell |
360,936
-370,989
| -51% | -$16.3M | 0.93% | 32 |
|
|
2018
Q1 | $33.5M | Buy |
731,925
+6,726
| +0.9% | +$308K | 1.87% | 15 |
|
|
2017
Q4 | $34.3M | Sell |
725,199
-31,665
| -4% | -$1.5M | 1.85% | 15 |
|
|
2017
Q3 | $36.6M | Buy |
756,864
+21,049
| +3% | +$1.02M | 2.08% | 12 |
|
|
2017
Q2 | $36.9M | Buy |
735,815
+23,386
| +3% | +$1.17M | 2.17% | 14 |
|
|
2017
Q1 | $31.8M | Buy |
712,429
+41,370
| +6% | +$1.85M | 1.97% | 14 |
|
|
2016
Q4 | $25.8M | Buy |
671,059
+12,824
| +2% | +$493K | 1.69% | 21 |
|
|
2016
Q3 | $25.9M | Sell |
658,235
-41,950
| -6% | -$1.65M | 1.79% | 16 |
|
|
2016
Q2 | $28.7M | Sell |
700,185
-47,521
| -6% | -$1.95M | 2.06% | 12 |
|
|
2016
Q1 | $30.6M | Buy |
747,706
+57,977
| +8% | +$2.37M | 2.22% | 9 |
|
|
2015
Q4 | $25.2M | Buy |
689,729
+40,658
| +6% | +$1.49M | 1.72% | 15 |
|
|
2015
Q3 | $23.4M | Sell |
649,071
-7,172
| -1% | -$259K | 1.93% | 15 |
|
|
2015
Q2 | $26.4M | Buy |
656,243
+8,979
| +1% | +$362K | 2.1% | 13 |
|
|
2015
Q1 | $27.9M | Buy |
647,264
+73,776
| +13% | +$3.18M | 2.34% | 9 |
|
|
2014
Q4 | $25.8M | Buy |
573,488
+10,398
| +2% | +$468K | 2.27% | 8 |
|
|
2014
Q3 | $21.6M | Buy |
563,090
+7,968
| +1% | +$305K | 2.15% | 13 |
|
|
2014
Q2 | $22.5M | Buy |
555,122
+13,492
| +2% | +$547K | 2.45% | 9 |
|
|
2014
Q1 | $22.2M | Buy |
541,630
+7,345
| +1% | +$300K | 2.75% | 8 |
|
|
2013
Q4 | $20.4M | Buy |
534,285
+259,068
| +94% | +$9.91M | 2.75% | 10 |
|
|
2013
Q3 | $9.13M | Buy |
275,217
+258,123
| +1,510% | +$8.56M | 1.42% | 34 |
|
|
2013
Q2 | $525K | Buy |
+17,094
| New | +$525K | 0.1% | 72 |
|