Steward Partners Investment Advisory’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
Q1 | – | Sell |
-1,707
| Closed | -$10.6K | – | 4058 |
|
|
2024
Q4 | $10.6K | Sell |
1,707
-1,707
| -50% | -$10.6K | ﹤0.01% | 3071 |
|
|
2024
Q3 | $21.3K | Hold |
3,414
| – | – | ﹤0.01% | 2637 |
|
|
2024
Q2 | $22.4K | Hold |
3,414
| – | – | ﹤0.01% | 2479 |
|
|
2024
Q1 | $25.8K | Buy |
+3,414
| New | +$25.8K | ﹤0.01% | 2411 |
|
|
2021
Q2 | – | Sell |
-3,000
| Closed | -$70.4K | – | 7189 |
|
|
2021
Q1 | $70.4K | Buy |
+3,000
| New | +$70.4K | ﹤0.01% | 1812 |
|