FFA
First Foundation Advisors’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $210K | Hold |
1,304
| – | – | 0.01% | 318 |
|
|
2025
Q1 | $217K | Sell |
1,304
-556
| -30% | -$92.3K | 0.01% | 312 |
|
|
2024
Q4 | $320K | Sell |
1,860
-1,042
| -36% | -$179K | 0.01% | 279 |
|
|
2024
Q3 | $490K | Sell |
2,902
-2,473
| -46% | -$418K | 0.02% | 235 |
|
|
2024
Q2 | $816K | Buy |
5,375
+4,572
| +569% | +$694K | 0.03% | 178 |
|
|
2024
Q1 | $126K | Hold |
803
| – | – | 0.01% | 363 |
|
|
2023
Q4 | $115K | Buy |
+803
| New | +$115K | 0.01% | 376 |
|
|
2016
Q1 | – | Sell |
-3,940
| Closed | -$766K | – | 326 |
|
|
2015
Q4 | $766K | Buy |
+3,940
| New | +$766K | 0.05% | 151 |
|
|
2015
Q1 | – | Sell |
-70,495
| Closed | -$12.8M | – | 265 |
|
|
2014
Q4 | $12.8M | Buy |
70,495
+1,829
| +3% | +$333K | 1.13% | 34 |
|
|
2014
Q3 | $11.3M | Buy |
68,666
+3,189
| +5% | +$524K | 1.12% | 37 |
|
|
2014
Q2 | $10.9M | Buy |
65,477
+2,654
| +4% | +$441K | 1.19% | 35 |
|
|
2014
Q1 | $10.3M | Buy |
62,823
+7,355
| +13% | +$1.21M | 1.28% | 35 |
|
|
2013
Q4 | $8.44M | Buy |
+55,468
| New | +$8.44M | 1.14% | 35 |
|