FFA
First Foundation Advisors’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $294K | Sell |
1,277
-19
| -1% | -$4.37K | 0.01% | 290 |
|
|
2025
Q1 | $306K | Sell |
1,296
-325
| -20% | -$76.8K | 0.01% | 267 |
|
|
2024
Q4 | $370K | Sell |
1,621
-44
| -3% | -$10K | 0.01% | 259 |
|
|
2024
Q3 | $410K | Sell |
1,665
-723
| -30% | -$178K | 0.02% | 251 |
|
|
2024
Q2 | $540K | Sell |
2,388
-848
| -26% | -$192K | 0.02% | 216 |
|
|
2024
Q1 | $796K | Buy |
3,236
+266
| +9% | +$65.4K | 0.03% | 187 |
|
|
2023
Q4 | $729K | Sell |
2,970
-972
| -25% | -$239K | 0.03% | 193 |
|
|
2023
Q3 | $803K | Sell |
3,942
-613
| -13% | -$125K | 0.04% | 195 |
|
|
2023
Q2 | $932K | Sell |
4,555
-616
| -12% | -$126K | 0.04% | 182 |
|
|
2023
Q1 | $1.04M | Buy |
5,171
+15
| +0.3% | +$3.02K | 0.05% | 174 |
|
|
2022
Q4 | $1.07M | Buy |
5,156
+179
| +4% | +$37.1K | 0.05% | 173 |
|
|
2022
Q3 | $970K | Buy |
4,977
+586
| +13% | +$114K | 0.05% | 172 |
|
|
2022
Q2 | $937K | Sell |
4,391
-1,472
| -25% | -$314K | 0.04% | 178 |
|
|
2022
Q1 | $1.6M | Sell |
5,863
-234
| -4% | -$63.9K | 0.06% | 153 |
|
|
2021
Q4 | $1.54M | Buy |
6,097
+119
| +2% | +$30K | 0.05% | 168 |
|
|
2021
Q3 | $1.17M | Buy |
5,978
+562
| +10% | +$110K | 0.04% | 184 |
|
|
2021
Q2 | $1.19M | Buy |
5,416
+656
| +14% | +$144K | 0.05% | 195 |
|
|
2021
Q1 | $1.05M | Sell |
4,760
-212
| -4% | -$46.7K | 0.05% | 194 |
|
|
2020
Q4 | $1.04M | Buy |
4,972
+1,679
| +51% | +$350K | 0.05% | 187 |
|
|
2020
Q3 | $648K | Hold |
3,293
| – | – | 0.03% | 215 |
|
|
2020
Q2 | $557K | Buy |
3,293
+415
| +14% | +$70.2K | 0.03% | 222 |
|
|
2020
Q1 | $406K | Buy |
2,878
+34
| +1% | +$4.8K | 0.02% | 245 |
|
|
2019
Q4 | $514K | Sell |
2,844
-379
| -12% | -$68.5K | 0.03% | 245 |
|
|
2019
Q3 | $522K | Sell |
3,223
-2,014
| -38% | -$326K | 0.03% | 221 |
|
|
2019
Q2 | $886K | Buy |
5,237
+3,254
| +164% | +$551K | 0.05% | 177 |
|
|
2019
Q1 | $331K | Buy |
1,983
+24
| +1% | +$4.01K | 0.02% | 253 |
|
|
2018
Q4 | $271K | Sell |
1,959
-1,948
| -50% | -$269K | 0.02% | 326 |
|
|
2018
Q3 | $636K | Buy |
3,907
+10
| +0.3% | +$1.63K | 0.04% | 212 |
|
|
2018
Q2 | $552K | Buy |
3,897
+15
| +0.4% | +$2.13K | 0.03% | 205 |
|
|
2018
Q1 | $522K | Sell |
3,882
-291
| -7% | -$39.1K | 0.03% | 208 |
|
|
2017
Q4 | $560K | Buy |
4,173
+69
| +2% | +$9.26K | 0.03% | 216 |
|
|
2017
Q3 | $476K | Buy |
4,104
+591
| +17% | +$68.5K | 0.03% | 208 |
|
|
2017
Q2 | $383K | Sell |
3,513
-419
| -11% | -$45.7K | 0.02% | 227 |
|
|
2017
Q1 | $416K | Sell |
3,932
-503
| -11% | -$53.2K | 0.03% | 227 |
|
|
2016
Q4 | $460K | Buy |
+4,435
| New | +$460K | 0.03% | 208 |
|
|
2016
Q3 | – | Sell |
-4,133
| Closed | -$361K | – | 320 |
|
|
2016
Q2 | $361K | Sell |
4,133
-1,061
| -20% | -$92.7K | 0.03% | 226 |
|
|
2016
Q1 | $413K | Buy |
5,194
+1,651
| +47% | +$131K | 0.03% | 191 |
|
|
2015
Q4 | $277K | Sell |
3,543
-172,208
| -98% | -$13.5M | 0.02% | 238 |
|
|
2015
Q3 | $15.5M | Sell |
175,751
-7,944
| -4% | -$702K | 1.28% | 28 |
|
|
2015
Q2 | $17.5M | Buy |
183,695
+8,272
| +5% | +$789K | 1.39% | 26 |
|
|
2015
Q1 | $19M | Buy |
175,423
+19,070
| +12% | +$2.07M | 1.59% | 23 |
|
|
2014
Q4 | $18.6M | Buy |
156,353
+3,297
| +2% | +$393K | 1.64% | 22 |
|
|
2014
Q3 | $16.6M | Buy |
153,056
+4,351
| +3% | +$472K | 1.65% | 22 |
|
|
2014
Q2 | $14.8M | Buy |
148,705
+75,946
| +104% | +$7.58M | 1.62% | 28 |
|
|
2014
Q1 | $13.7M | Buy |
72,759
+70,661
| +3,368% | +$13.3M | 1.69% | 25 |
|
|
2013
Q4 | $352K | Buy |
2,098
+192
| +10% | +$32.2K | 0.05% | 131 |
|
|
2013
Q3 | $296K | Buy |
+1,906
| New | +$296K | 0.05% | 130 |
|