Rothschild Investment LLC’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
$536 Sell
105
-5
-5% -$26 ﹤0.01% 2719
2025
Q1
$571 Buy
110
+40
+57% +$208 ﹤0.01% 2580
2024
Q4
$435 Sell
70
-55
-44% -$342 ﹤0.01% 2588
2024
Q3
$780 Buy
125
+75
+150% +$468 ﹤0.01% 2324
2024
Q2
$328 Buy
50
+35
+233% +$230 ﹤0.01% 2249
2024
Q1
$113 Buy
+15
New +$113 ﹤0.01% 2150