Prelude Capital Management’s First Foundation Inc FFWM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-23,980
Closed -$344K 1167
2022
Q4
$344K Sell
23,980
-27,002
-53% -$387K 0.02% 639
2022
Q3
$925K Sell
50,982
-18,426
-27% -$334K 0.03% 442
2022
Q2
$1.42M Buy
69,408
+3,240
+5% +$66.3K 0.04% 318
2022
Q1
$1.61M Sell
66,168
-3,487
-5% -$84.7K 0.05% 318
2021
Q4
$1.73M Buy
69,655
+1,227
+2% +$30.5K 0.04% 265
2021
Q3
$1.8M Buy
68,428
+3,610
+6% +$95K 0.05% 238
2021
Q2
$1.46M Buy
64,818
+27,593
+74% +$621K 0.04% 325
2021
Q1
$873K Buy
+37,225
New +$873K 0.02% 403
2017
Q1
Sell
-9,800
Closed -$140K 1515
2016
Q4
$140K Buy
+9,800
New +$140K 0.02% 671