Naples Global Advisors’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 | $1.78M | Sell |
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|
2025
Q1 | $1.86M | Hold |
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|
2024
Q4 | $2.22M | Hold |
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|
2024
Q3 | $2.23M | Hold |
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|
2024
Q2 | $2.35M | Hold |
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|
2024
Q1 | $2.7M | Sell |
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|
2023
Q4 | $3.51M | Hold |
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|
2023
Q3 | $2.2M | Sell |
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|
2023
Q2 | $1.44M | Hold |
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|
2023
Q1 | $2.71M | Sell |
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|
2022
Q4 | $5.24M | Hold |
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|
2022
Q3 | $6.64M | Hold |
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|
2022
Q2 | $7.5M | Buy |
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|
2022
Q1 | $7.16M | Buy |
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|
2021
Q4 | $3.24M | Buy |
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