HBK Sorce Advisory’s First Foundation Inc FFWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $81.3K | Sell |
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|
2025
Q2 | $73K | Sell |
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|
2025
Q1 | $83.1K | Buy |
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|
2024
Q4 | $92.9K | Sell |
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|
2024
Q3 | $95.2K | Sell |
|
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|
2024
Q2 | $102K | Buy |
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|
2024
Q1 | $108K | Sell |
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|
2023
Q4 | $290K | Buy |
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|
2023
Q3 | $182K | Buy |
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|
2023
Q2 | $119K | Buy |
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|
2023
Q1 | $222K | Sell |
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|
2022
Q4 | $850K | Buy |
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|
2022
Q3 | $1.03M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1.36M | Buy |
|