FFA
First Foundation Advisors’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.27M | Sell |
6,200
-3,448
| -36% | -$1.82M | 0.12% | 110 |
|
|
2025
Q1 | $4.9M | Buy |
9,648
+433
| +5% | +$220K | 0.2% | 79 |
|
|
2024
Q4 | $4.59M | Buy |
9,215
+1,045
| +13% | +$520K | 0.17% | 89 |
|
|
2024
Q3 | $4.22M | Buy |
8,170
+926
| +13% | +$478K | 0.16% | 87 |
|
|
2024
Q2 | $3.23M | Buy |
7,244
+508
| +8% | +$227K | 0.12% | 93 |
|
|
2024
Q1 | $2.87M | Buy |
6,736
+492
| +8% | +$209K | 0.11% | 98 |
|
|
2023
Q4 | $2.75M | Sell |
6,244
-2,566
| -29% | -$1.13M | 0.13% | 96 |
|
|
2023
Q3 | $3.22M | Buy |
8,810
+428
| +5% | +$156K | 0.15% | 91 |
|
|
2023
Q2 | $3.36M | Buy |
8,382
+71
| +0.9% | +$28.5K | 0.15% | 94 |
|
|
2023
Q1 | $2.87M | Buy |
8,311
+761
| +10% | +$262K | 0.13% | 106 |
|
|
2022
Q4 | $2.53M | Sell |
7,550
-491
| -6% | -$164K | 0.12% | 109 |
|
|
2022
Q3 | $2.46M | Sell |
8,041
-1,491
| -16% | -$455K | 0.12% | 108 |
|
|
2022
Q2 | $3.21M | Sell |
9,532
-570
| -6% | -$192K | 0.14% | 95 |
|
|
2022
Q1 | $4.14M | Buy |
10,102
+1,346
| +15% | +$552K | 0.15% | 87 |
|
|
2021
Q4 | $4.13M | Buy |
8,756
+636
| +8% | +$300K | 0.14% | 88 |
|
|
2021
Q3 | $3.45M | Buy |
8,120
+900
| +12% | +$382K | 0.13% | 93 |
|
|
2021
Q2 | $2.96M | Sell |
7,220
-737
| -9% | -$302K | 0.11% | 110 |
|
|
2021
Q1 | $2.81M | Buy |
7,957
+415
| +6% | +$146K | 0.12% | 105 |
|
|
2020
Q4 | $2.48M | Buy |
7,542
+1,077
| +17% | +$354K | 0.11% | 115 |
|
|
2020
Q3 | $2.33M | Buy |
6,465
+424
| +7% | +$153K | 0.11% | 108 |
|
|
2020
Q2 | $1.99M | Sell |
6,041
-1,099
| -15% | -$362K | 0.1% | 115 |
|
|
2020
Q1 | $1.75M | Buy |
7,140
+210
| +3% | +$51.5K | 0.11% | 113 |
|
|
2019
Q4 | $1.89M | Hold |
6,930
| – | – | 0.09% | 134 |
|
|
2019
Q3 | $1.7M | Sell |
6,930
-105
| -1% | -$25.7K | 0.09% | 131 |
|
|
2019
Q2 | $1.6M | Buy |
7,035
+38
| +0.5% | +$8.66K | 0.09% | 140 |
|
|
2019
Q1 | $1.47M | Buy |
6,997
+473
| +7% | +$99.6K | 0.09% | 143 |
|
|
2018
Q4 | $1.11M | Buy |
6,524
+5,106
| +360% | +$868K | 0.07% | 170 |
|
|
2018
Q3 | $277K | Buy |
1,418
+35
| +3% | +$6.84K | 0.02% | 298 |
|
|
2018
Q2 | $282K | Buy |
1,383
+139
| +11% | +$28.3K | 0.02% | 272 |
|
|
2018
Q1 | $238K | Buy |
+1,244
| New | +$238K | 0.01% | 285 |
|