Invesco’s First Foundation Inc FFWM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$914K Sell
179,150
-14,942
-8% -$76.2K ﹤0.01% 2888
2025
Q1
$1.01M Sell
194,092
-26,818
-12% -$139K ﹤0.01% 2824
2024
Q4
$1.37M Buy
220,910
+6,948
+3% +$43.1K ﹤0.01% 2763
2024
Q3
$1.34M Buy
213,962
+281
+0.1% +$1.75K ﹤0.01% 2786
2024
Q2
$1.4M Sell
213,681
-155,032
-42% -$1.02M ﹤0.01% 2765
2024
Q1
$2.78M Sell
368,713
-38,517
-9% -$291K ﹤0.01% 2521
2023
Q4
$3.94M Sell
407,230
-55,340
-12% -$536K ﹤0.01% 2350
2023
Q3
$2.81M Buy
462,570
+365,248
+375% +$2.22M ﹤0.01% 2461
2023
Q2
$386K Sell
97,322
-1,864
-2% -$7.4K ﹤0.01% 3372
2023
Q1
$739K Buy
99,186
+51,484
+108% +$384K ﹤0.01% 3040
2022
Q4
$684K Sell
47,702
-5,061
-10% -$72.5K ﹤0.01% 3109
2022
Q3
$957K Sell
52,763
-3,252
-6% -$59K ﹤0.01% 2926
2022
Q2
$1.15M Buy
56,015
+10,448
+23% +$214K ﹤0.01% 2924
2022
Q1
$1.11M Sell
45,567
-5,153
-10% -$125K ﹤0.01% 3000
2021
Q4
$1.26M Sell
50,720
-771
-1% -$19.2K ﹤0.01% 2942
2021
Q3
$1.35M Sell
51,491
-13,500
-21% -$355K ﹤0.01% 2959
2021
Q2
$1.46M Buy
64,991
+2,979
+5% +$67.1K ﹤0.01% 2952
2021
Q1
$1.46M Sell
62,012
-5,978
-9% -$140K ﹤0.01% 2885
2020
Q4
$1.36M Sell
67,990
-37,340
-35% -$747K ﹤0.01% 2791
2020
Q3
$1.38M Buy
105,330
+48,697
+86% +$636K ﹤0.01% 2638
2020
Q2
$926K Buy
56,633
+5,299
+10% +$86.6K ﹤0.01% 2819
2020
Q1
$525K Buy
51,334
+10,097
+24% +$103K ﹤0.01% 3018
2019
Q4
$718K Buy
41,237
+630
+2% +$11K ﹤0.01% 3097
2019
Q3
$620K Sell
40,607
-968
-2% -$14.8K ﹤0.01% 3167
2019
Q2
$559K Sell
41,575
-1,100
-3% -$14.8K ﹤0.01% 3258
2019
Q1
$579K Buy
42,675
+18,824
+79% +$255K ﹤0.01% 3233
2018
Q4
$307K Sell
23,851
-185
-0.8% -$2.38K ﹤0.01% 3430
2018
Q3
$375K Buy
24,036
+578
+2% +$9.02K ﹤0.01% 3504
2018
Q2
$435K Buy
23,458
+40
+0.2% +$742 ﹤0.01% 3463
2018
Q1
$434K Buy
+23,418
New +$434K ﹤0.01% 3378