Kestra Private Wealth Services’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
Q4 | $122K | Hold |
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|
2025
Q3 | $110K | Sell |
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|
2025
Q2 | $102K | Buy |
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|
2025
Q1 | $103K | Hold |
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|
2024
Q4 | $123K | Sell |
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|
2024
Q3 | $136K | Hold |
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|
2024
Q2 | $143K | Buy |
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|
2024
Q1 | $93.5K | Buy |
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|
2023
Q4 | $120K | Buy |
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|
2023
Q3 | $75K | Buy |
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|
2023
Q2 | $48.9K | Buy |
|