LPL Financial’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
Q2 | – | Sell |
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|
2025
Q1 | $100K | Hold |
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|
2024
Q4 | $120K | Sell |
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|
2024
Q3 | $123K | Sell |
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|
2024
Q2 | $133K | Buy |
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|
2024
Q1 | $153K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $84K | Sell |
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|
2022
Q4 | $237K | Buy |
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|
2022
Q3 | $294K | Sell |
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|
2022
Q2 | $394K | Sell |
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|
2022
Q1 | $469K | Buy |
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|
2021
Q4 | $356K | Sell |
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|
2021
Q3 | $381K | Buy |
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|
2021
Q2 | $244K | Buy |
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|
2021
Q1 | $238K | Sell |
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|
2020
Q4 | $221K | Sell |
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|
2020
Q3 | $180K | Hold |
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|
2020
Q2 | $226K | Hold |
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|
2020
Q1 | $141K | Sell |
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|
2019
Q4 | $268K | Buy |
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|
2019
Q3 | $155K | Hold |
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|
2019
Q2 | $136K | Sell |
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|
2019
Q1 | $142K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $198K | Buy |
|