NGA
Naples Global Advisors’s First Foundation Inc FFWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.78M | Sell |
348,235
-9,803
| -3% | -$50K | 0.15% | 165 |
|
|
2025
Q1 | $1.86M | Hold |
358,038
| – | – | 0.18% | 155 |
|
|
2024
Q4 | $2.22M | Hold |
358,038
| – | – | 0.21% | 127 |
|
|
2024
Q3 | $2.23M | Hold |
358,038
| – | – | 0.21% | 127 |
|
|
2024
Q2 | $2.35M | Hold |
358,038
| – | – | 0.24% | 116 |
|
|
2024
Q1 | $2.7M | Sell |
358,038
-4,487
| -1% | -$33.9K | 0.28% | 107 |
|
|
2023
Q4 | $3.51M | Hold |
362,525
| – | – | 0.39% | 76 |
|
|
2023
Q3 | $2.2M | Sell |
362,525
-1,277
| -0.4% | -$7.76K | 0.27% | 111 |
|
|
2023
Q2 | $1.44M | Hold |
363,802
| – | – | 0.17% | 168 |
|
|
2023
Q1 | $2.71M | Sell |
363,802
-2,186
| -0.6% | -$16.3K | 0.34% | 91 |
|
|
2022
Q4 | $5.24M | Hold |
365,988
| – | – | 0.67% | 37 |
|
|
2022
Q3 | $6.64M | Hold |
365,988
| – | – | 0.91% | 17 |
|
|
2022
Q2 | $7.5M | Buy |
365,988
+71,247
| +24% | +$1.46M | 0.97% | 14 |
|
|
2022
Q1 | $7.16M | Buy |
294,741
+164,584
| +126% | +$4M | 0.83% | 22 |
|
|
2021
Q4 | $3.24M | Buy |
+130,157
| New | +$3.24M | 0.38% | 79 |
|