First Foundation Advisors’s Target TGT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $338K | Sell |
3,428
-767
| -18% | -$75.7K | 0.01% | 276 |
|
|
2025
Q1 | $438K | Sell |
4,195
-9
| -0.2% | -$939 | 0.02% | 234 |
|
|
2024
Q4 | $568K | Sell |
4,204
-458
| -10% | -$61.9K | 0.02% | 218 |
|
|
2024
Q3 | $727K | Buy |
4,662
+153
| +3% | +$23.8K | 0.03% | 193 |
|
|
2024
Q2 | $668K | Buy |
4,509
+307
| +7% | +$45.5K | 0.03% | 201 |
|
|
2024
Q1 | $745K | Sell |
4,202
-46
| -1% | -$8.15K | 0.03% | 192 |
|
|
2023
Q4 | $605K | Sell |
4,248
-2,627
| -38% | -$374K | 0.03% | 211 |
|
|
2023
Q3 | $760K | Sell |
6,875
-717
| -9% | -$79.3K | 0.04% | 203 |
|
|
2023
Q2 | $1M | Buy |
7,592
+45
| +0.6% | +$5.94K | 0.04% | 177 |
|
|
2023
Q1 | $1.25M | Buy |
7,547
+609
| +9% | +$101K | 0.06% | 155 |
|
|
2022
Q4 | $1.03M | Buy |
6,938
+913
| +15% | +$136K | 0.05% | 177 |
|
|
2022
Q3 | $894K | Buy |
6,025
+1,146
| +23% | +$170K | 0.04% | 178 |
|
|
2022
Q2 | $689K | Buy |
4,879
+108
| +2% | +$15.3K | 0.03% | 210 |
|
|
2022
Q1 | $1.01M | Buy |
4,771
+192
| +4% | +$40.8K | 0.04% | 189 |
|
|
2021
Q4 | $1.06M | Buy |
4,579
+155
| +4% | +$35.9K | 0.04% | 195 |
|
|
2021
Q3 | $1.01M | Buy |
4,424
+191
| +5% | +$43.7K | 0.04% | 196 |
|
|
2021
Q2 | $1.02M | Buy |
4,233
+95
| +2% | +$23K | 0.04% | 208 |
|
|
2021
Q1 | $820K | Buy |
4,138
+409
| +11% | +$81K | 0.04% | 223 |
|
|
2020
Q4 | $658K | Sell |
3,729
-180
| -5% | -$31.8K | 0.03% | 237 |
|
|
2020
Q3 | $615K | Sell |
3,909
-529
| -12% | -$83.2K | 0.03% | 219 |
|
|
2020
Q2 | $532K | Buy |
4,438
+325
| +8% | +$39K | 0.03% | 228 |
|
|
2020
Q1 | $382K | Hold |
4,113
| – | – | 0.02% | 255 |
|
|
2019
Q4 | $527K | Sell |
4,113
-362
| -8% | -$46.4K | 0.03% | 239 |
|
|
2019
Q3 | $478K | Buy |
4,475
+65
| +1% | +$6.94K | 0.03% | 231 |
|
|
2019
Q2 | $382K | Buy |
+4,410
| New | +$382K | 0.02% | 248 |
|
|
2019
Q1 | – | Sell |
-8,016
| Closed | -$530K | – | 381 |
|
|
2018
Q4 | $530K | Buy |
+8,016
| New | +$530K | 0.03% | 247 |
|
|
2018
Q2 | – | Sell |
-3,020
| Closed | -$210K | – | 347 |
|
|
2018
Q1 | $210K | Buy |
+3,020
| New | +$210K | 0.01% | 294 |
|