HighTower Advisors’s First Foundation Inc FFWM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-14,073
| Closed | -$87K | – | 3544 |
|
2024
Q3 | $87K | Buy |
+14,073
| New | +$87K | ﹤0.01% | 3306 |
|
2023
Q1 | – | Sell |
-13,655
| Closed | -$194K | – | 3170 |
|
2022
Q4 | $194K | Sell |
13,655
-4,621
| -25% | -$65.7K | ﹤0.01% | 2754 |
|
2022
Q3 | $334K | Buy |
18,276
+7,449
| +69% | +$136K | ﹤0.01% | 2261 |
|
2022
Q2 | $218K | Buy |
+10,827
| New | +$218K | ﹤0.01% | 2560 |
|
2022
Q1 | – | Sell |
-8,797
| Closed | -$220K | – | 3150 |
|
2021
Q4 | $220K | Buy |
+8,797
| New | +$220K | ﹤0.01% | 2670 |
|
2020
Q1 | – | Sell |
-34,478
| Closed | -$597K | – | 2136 |
|
2019
Q4 | $597K | Buy |
+34,478
| New | +$597K | ﹤0.01% | 1369 |
|