SEI Investments’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 | $291K | Hold |
57,025
| – | – | ﹤0.01% | 2424 |
|
|
2025
Q1 | $296K | Sell |
57,025
-121
| -0.2% | -$628 | ﹤0.01% | 2345 |
|
|
2024
Q4 | $355K | Hold |
57,146
| – | – | ﹤0.01% | 2294 |
|
|
2024
Q3 | $357K | Buy |
57,146
+12,900
| +29% | +$80.5K | ﹤0.01% | 2292 |
|
|
2024
Q2 | $290K | Buy |
44,246
+10,350
| +31% | +$67.8K | ﹤0.01% | 2360 |
|
|
2024
Q1 | $256K | Buy |
33,896
+11,421
| +51% | +$86.2K | ﹤0.01% | 2362 |
|
|
2023
Q4 | $218K | Hold |
22,475
| – | – | ﹤0.01% | 2417 |
|
|
2023
Q3 | $137K | Buy |
+22,475
| New | +$137K | ﹤0.01% | 2482 |
|
|
2021
Q2 | – | Sell |
-11,956
| Closed | -$255K | – | 2568 |
|
|
2021
Q1 | $255K | Buy |
+11,956
| New | +$255K | ﹤0.01% | 2303 |
|
|
2018
Q3 | – | Sell |
-29
| Closed | -$1K | – | 2781 |
|
|
2018
Q2 | $1K | Buy |
+29
| New | +$1K | ﹤0.01% | 3444 |
|