SEI Investments’s First Foundation Inc FFWM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$354K Buy
2025
Q2
$291K Hold
2025
Q1
$296K Sell
2024
Q4
$355K Hold
2024
Q3
$357K Buy
2024
Q2
$290K Buy
2024
Q1
$256K Buy
2023
Q4
$218K Hold
2023
Q3
$137K Buy
2021
Q2
Sell
2021
Q1
$255K Buy
2018
Q3
Sell
2018
Q2
$1K Buy