Kestra Private Wealth Services’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 | $102K | Buy |
19,966
+132
| +0.7% | +$673 | ﹤0.01% | 1544 |
|
|
2025
Q1 | $103K | Hold |
19,834
| – | – | ﹤0.01% | 1447 |
|
|
2024
Q4 | $123K | Sell |
19,834
-2,000
| -9% | -$12.4K | ﹤0.01% | 1351 |
|
|
2024
Q3 | $136K | Hold |
21,834
| – | – | ﹤0.01% | 1298 |
|
|
2024
Q2 | $143K | Buy |
21,834
+9,455
| +76% | +$61.9K | ﹤0.01% | 1261 |
|
|
2024
Q1 | $93.5K | Buy |
12,379
+16
| +0.1% | +$121 | ﹤0.01% | 1240 |
|
|
2023
Q4 | $120K | Buy |
12,363
+21
| +0.2% | +$203 | ﹤0.01% | 1138 |
|
|
2023
Q3 | $75K | Buy |
12,342
+34
| +0.3% | +$207 | ﹤0.01% | 1098 |
|
|
2023
Q2 | $48.9K | Buy |
+12,308
| New | +$48.9K | ﹤0.01% | 1041 |
|