LPL Financial’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 | – | Sell |
-19,290
| Closed | -$100K | – | 5429 |
|
|
2025
Q1 | $100K | Hold |
19,290
| – | – | ﹤0.01% | 4913 |
|
|
2024
Q4 | $120K | Sell |
19,290
-500
| -3% | -$3.11K | ﹤0.01% | 4834 |
|
|
2024
Q3 | $123K | Sell |
19,790
-500
| -2% | -$3.12K | ﹤0.01% | 4748 |
|
|
2024
Q2 | $133K | Buy |
20,290
+1
| +0% | +$7 | ﹤0.01% | 4577 |
|
|
2024
Q1 | $153K | Buy |
+20,289
| New | +$153K | ﹤0.01% | 4493 |
|
|
2023
Q2 | – | Sell |
-11,281
| Closed | -$84K | – | 4563 |
|
|
2023
Q1 | $84K | Sell |
11,281
-5,269
| -32% | -$39.3K | ﹤0.01% | 4207 |
|
|
2022
Q4 | $237K | Buy |
16,550
+338
| +2% | +$4.84K | ﹤0.01% | 3827 |
|
|
2022
Q3 | $294K | Sell |
16,212
-3,031
| -16% | -$55K | ﹤0.01% | 3591 |
|
|
2022
Q2 | $394K | Sell |
19,243
-46
| -0.2% | -$942 | ﹤0.01% | 3385 |
|
|
2022
Q1 | $469K | Buy |
19,289
+4,977
| +35% | +$121K | ﹤0.01% | 3242 |
|
|
2021
Q4 | $356K | Sell |
14,312
-188
| -1% | -$4.68K | ﹤0.01% | 3553 |
|
|
2021
Q3 | $381K | Buy |
14,500
+3,679
| +34% | +$96.7K | ﹤0.01% | 3439 |
|
|
2021
Q2 | $244K | Buy |
10,821
+696
| +7% | +$15.7K | ﹤0.01% | 3744 |
|
|
2021
Q1 | $238K | Sell |
10,125
-933
| -8% | -$21.9K | ﹤0.01% | 3615 |
|
|
2020
Q4 | $221K | Sell |
11,058
-2,750
| -20% | -$55K | ﹤0.01% | 3431 |
|
|
2020
Q3 | $180K | Hold |
13,808
| – | – | ﹤0.01% | 3217 |
|
|
2020
Q2 | $226K | Hold |
13,808
| – | – | ﹤0.01% | 3018 |
|
|
2020
Q1 | $141K | Sell |
13,808
-1,575
| -10% | -$16.1K | ﹤0.01% | 2906 |
|
|
2019
Q4 | $268K | Buy |
15,383
+5,250
| +52% | +$91.5K | ﹤0.01% | 2853 |
|
|
2019
Q3 | $155K | Hold |
10,133
| – | – | ﹤0.01% | 3073 |
|
|
2019
Q2 | $136K | Sell |
10,133
-350
| -3% | -$4.7K | ﹤0.01% | 3102 |
|
|
2019
Q1 | $142K | Buy |
+10,483
| New | +$142K | ﹤0.01% | 3009 |
|
|
2018
Q3 | – | Sell |
-10,653
| Closed | -$198K | – | 3237 |
|
|
2018
Q2 | $198K | Buy |
+10,653
| New | +$198K | ﹤0.01% | 2962 |
|