Principal Financial Group’s First Foundation Inc FFWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-32,971
| Closed | -$319K | – | 2446 |
|
|
2023
Q4 | $319K | Buy |
32,971
+6,045
| +22% | +$58.5K | ﹤0.01% | 2045 |
|
|
2023
Q3 | $164K | Buy |
26,926
+8,888
| +49% | +$54K | ﹤0.01% | 2195 |
|
|
2023
Q2 | $71.6K | Buy |
+18,038
| New | +$71.6K | ﹤0.01% | 2334 |
|
|
2023
Q1 | – | Sell |
-551,152
| Closed | -$7.9M | – | 2475 |
|
|
2022
Q4 | $7.9M | Sell |
551,152
-715,123
| -56% | -$10.2M | 0.01% | 1367 |
|
|
2022
Q3 | $23M | Buy |
1,266,275
+8,585
| +0.7% | +$156K | 0.02% | 689 |
|
|
2022
Q2 | $25.8M | Buy |
1,257,690
+309,862
| +33% | +$6.35M | 0.02% | 668 |
|
|
2022
Q1 | $23M | Buy |
947,828
+44,486
| +5% | +$1.08M | 0.01% | 826 |
|
|
2021
Q4 | $22.5M | Buy |
903,342
+9,685
| +1% | +$241K | 0.01% | 870 |
|
|
2021
Q3 | $23.5M | Buy |
893,657
+15,981
| +2% | +$420K | 0.02% | 813 |
|
|
2021
Q2 | $19.8M | Buy |
877,676
+191,460
| +28% | +$4.31M | 0.01% | 984 |
|
|
2021
Q1 | $16.1M | Buy |
686,216
+53,542
| +8% | +$1.26M | 0.01% | 1098 |
|
|
2020
Q4 | $12.7M | Buy |
632,674
+114,756
| +22% | +$2.3M | 0.01% | 1087 |
|
|
2020
Q3 | $6.77M | Buy |
517,918
+57,216
| +12% | +$748K | 0.01% | 1314 |
|
|
2020
Q2 | $7.53M | Buy |
+460,702
| New | +$7.53M | 0.01% | 1214 |
|
|
2018
Q4 | – | Sell |
-17,390
| Closed | -$272K | – | 2265 |
|
|
2018
Q3 | $272K | Buy |
17,390
+249
| +1% | +$3.9K | ﹤0.01% | 2098 |
|
|
2018
Q2 | $318K | Buy |
17,141
+5,959
| +53% | +$111K | ﹤0.01% | 2068 |
|
|
2018
Q1 | $207K | Buy |
11,182
+1,050
| +10% | +$19.4K | ﹤0.01% | 2099 |
|
|
2017
Q4 | $188K | Buy |
+10,132
| New | +$188K | ﹤0.01% | 2143 |
|