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 |
|