FCA
FLC Capital Advisors’s First Foundation Inc FFWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $756K | Buy |
148,171
+7,366
| +5% | +$37.6K | 0.16% | 83 |
|
|
2025
Q1 | $731K | Hold |
140,805
| – | – | 0.16% | 88 |
|
|
2024
Q4 | $874K | Buy |
140,805
+4,944
| +4% | +$30.7K | 0.2% | 70 |
|
|
2024
Q3 | $848K | Buy |
135,861
+8,864
| +7% | +$55.3K | 0.2% | 72 |
|
|
2024
Q2 | $832K | Hold |
126,997
| – | – | 0.2% | 68 |
|
|
2024
Q1 | $959K | Hold |
126,997
| – | – | 0.24% | 58 |
|
|
2023
Q4 | $1.23M | Sell |
126,997
-2,466
| -2% | -$23.9K | 0.33% | 49 |
|
|
2023
Q3 | $787K | Buy |
129,463
+5,157
| +4% | +$31.4K | 0.24% | 63 |
|
|
2023
Q2 | $493K | Buy |
124,306
+27,882
| +29% | +$111K | 0.14% | 96 |
|
|
2023
Q1 | $718K | Sell |
96,424
-2,650
| -3% | -$19.7K | 0.22% | 70 |
|
|
2022
Q4 | $1.42M | Buy |
99,074
+1,518
| +2% | +$21.8K | 0.44% | 52 |
|
|
2022
Q3 | $1.77M | Buy |
97,556
+1,517
| +2% | +$27.5K | 0.61% | 43 |
|
|
2022
Q2 | $1.97M | Sell |
96,039
-1,136
| -1% | -$23.3K | 0.66% | 40 |
|
|
2022
Q1 | $2.36M | Sell |
97,175
-15,144
| -13% | -$368K | 0.66% | 42 |
|
|
2021
Q4 | $2.79M | Sell |
112,319
-9,365
| -8% | -$233K | 0.78% | 33 |
|
|
2021
Q3 | $3.2M | Sell |
121,684
-2,765
| -2% | -$72.7K | 0.94% | 29 |
|
|
2021
Q2 | $2.8M | Sell |
124,449
-1,196
| -1% | -$26.9K | 0.82% | 32 |
|
|
2021
Q1 | $2.95M | Buy |
125,645
+5,106
| +4% | +$120K | 0.92% | 29 |
|
|
2020
Q4 | $2.41M | Buy |
120,539
+1,610
| +1% | +$32.2K | 0.8% | 34 |
|
|
2020
Q3 | $1.84M | Sell |
118,929
-1,762
| -1% | -$27.2K | 0.67% | 43 |
|
|
2020
Q2 | $1.91M | Sell |
120,691
-1,955
| -2% | -$30.9K | 0.76% | 35 |
|
|
2020
Q1 | $1.25M | Buy |
122,646
+500
| +0.4% | +$5.1K | 0.58% | 32 |
|
|
2019
Q4 | $2.13M | Buy |
122,146
+1,896
| +2% | +$33K | 0.85% | 18 |
|
|
2019
Q3 | $1.84M | Hold |
120,250
| – | – | 0.78% | 19 |
|
|
2019
Q2 | $1.68M | Sell |
120,250
-20,590
| -15% | -$287K | 0.69% | 23 |
|
|
2019
Q1 | $1.91M | Buy |
140,840
+5,554
| +4% | +$75.4K | 0.86% | 18 |
|
|
2018
Q4 | $1.74M | Buy |
+135,286
| New | +$1.74M | 1.17% | 20 |
|