Osaic Holdings’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 | $5.55K | Buy |
910
+27
| +3% | +$165 | ﹤0.01% | 6064 |
|
|
2025
Q1 | $4.59K | Buy |
883
+70
| +9% | +$363 | ﹤0.01% | 6138 |
|
|
2024
Q4 | $5.05K | Sell |
813
-105
| -11% | -$652 | ﹤0.01% | 6089 |
|
|
2024
Q3 | $5.73K | Hold |
918
| – | – | ﹤0.01% | 6029 |
|
|
2024
Q2 | $6.02K | Buy |
918
+106
| +13% | +$695 | ﹤0.01% | 5981 |
|
|
2024
Q1 | $6.14K | Buy |
812
+56
| +7% | +$423 | ﹤0.01% | 5899 |
|
|
2023
Q4 | $7.33K | Sell |
756
-503
| -40% | -$4.88K | ﹤0.01% | 5938 |
|
|
2023
Q3 | $7.66K | Sell |
1,259
-10,295
| -89% | -$62.6K | ﹤0.01% | 6029 |
|
|
2023
Q2 | $45.9K | Buy |
11,554
+385
| +3% | +$1.53K | ﹤0.01% | 4990 |
|
|
2023
Q1 | $83.2K | Sell |
11,169
-55,529
| -83% | -$414K | ﹤0.01% | 4585 |
|
|
2022
Q4 | $957K | Sell |
66,698
-4,291
| -6% | -$61.6K | ﹤0.01% | 2407 |
|
|
2022
Q3 | $1.29M | Buy |
70,989
+7,439
| +12% | +$135K | ﹤0.01% | 1985 |
|
|
2022
Q2 | $1.3M | Buy |
63,550
+3,603
| +6% | +$73.8K | ﹤0.01% | 2031 |
|
|
2022
Q1 | $1.46M | Buy |
59,947
+5,806
| +11% | +$141K | ﹤0.01% | 2214 |
|
|
2021
Q4 | $1.35M | Buy |
54,141
+3,346
| +7% | +$83.2K | ﹤0.01% | 2124 |
|
|
2021
Q3 | $1.34M | Buy |
50,795
+38,076
| +299% | +$1M | ﹤0.01% | 2077 |
|
|
2021
Q2 | $287K | Buy |
12,719
+606
| +5% | +$13.7K | ﹤0.01% | 3560 |
|
|
2021
Q1 | $283K | Buy |
12,113
+785
| +7% | +$18.3K | ﹤0.01% | 3437 |
|
|
2020
Q4 | $227K | Buy |
11,328
+177
| +2% | +$3.55K | ﹤0.01% | 3362 |
|
|
2020
Q3 | $145K | Buy |
11,151
+38
| +0.3% | +$494 | ﹤0.01% | 3519 |
|
|
2020
Q2 | $182K | Buy |
11,113
+313
| +3% | +$5.13K | ﹤0.01% | 3211 |
|
|
2020
Q1 | $110K | Buy |
+10,800
| New | +$110K | ﹤0.01% | 3385 |
|