SteelPeak Wealth’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
$83K Hold
16,283
﹤0.01% 490
2025
Q1
$84.5K Hold
16,283
﹤0.01% 471
2024
Q4
$101K Hold
16,283
﹤0.01% 464
2024
Q3
$102K Hold
16,283
﹤0.01% 443
2024
Q2
$107K Hold
16,283
﹤0.01% 440
2024
Q1
$123K Hold
16,283
0.01% 412
2023
Q4
$158K Hold
16,283
0.01% 375
2023
Q3
$99K Hold
16,283
0.01% 381
2023
Q2
$64.6K Buy
+16,283
New +$64.6K ﹤0.01% 390