Stifel Financial’s First Foundation Inc FFWM Stock Holding History

Stifel Financial’s Portfolio FFWM Stock Details FFWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-76,946	Closed	-$573K	–	3346
2023 Q1	$573K	Sell	76,946 -82,820	-52%	-$617K	﹤0.01%	2436
2022 Q4	$2.29M	Sell	159,766 -18,076	-10%	-$259K	﹤0.01%	1427
2022 Q3	$3.23M	Sell	177,842 -3,521	-2%	-$63.9K	0.01%	1175
2022 Q2	$3.71M	Sell	181,363 -6,000	-3%	-$123K	0.01%	1120
2022 Q1	$4.55M	Buy	187,363 +40	+0%	+$972	0.01%	1105
2021 Q4	$4.66M	Sell	187,323 -29	-0%	-$721	0.01%	1108
2021 Q3	$4.93M	Buy	187,352 +54,027	+41%	+$1.42M	0.01%	1030
2021 Q2	$3M	Buy	133,325 +10,000	+8%	+$225K	﹤0.01%	1326
2021 Q1	$2.89M	Sell	123,325 -70	-0.1%	-$1.64K	﹤0.01%	1277
2020 Q4	$2.47M	Buy	123,395 +70	+0.1%	+$1.4K	﹤0.01%	1261
2020 Q3	$1.61M	Buy	123,325 +125	+0.1%	+$1.63K	﹤0.01%	1335
2020 Q2	$2.01M	Buy	123,200 +200	+0.2%	+$3.27K	﹤0.01%	1154
2020 Q1	$1.26M	Hold	123,000	–	–	﹤0.01%	1291
2019 Q4	$2.14M	Hold	123,000	–	–	﹤0.01%	1294
2019 Q3	$1.88M	Hold	123,000	–	–	﹤0.01%	1349
2019 Q2	$1.65M	Hold	123,000	–	–	﹤0.01%	1476
2019 Q1	$1.67M	Sell	123,000 -40,000	-25%	-$543K	﹤0.01%	1347
2018 Q4	$2.1M	Hold	163,000	–	–	0.01%	1129
2018 Q3	$2.55M	Sell	163,000 -60	-0%	-$937	0.01%	1137
2018 Q2	$3.02M	Buy	163,060 +33,060	+25%	+$613K	0.01%	1013
2018 Q1	$2.41M	Buy	130,000 +40,000	+44%	+$742K	0.01%	1065
2017 Q4	$1.67M	Hold	90,000	–	–	0.01%	1243
2017 Q3	$1.61M	Hold	90,000	–	–	0.01%	1241
2017 Q2	$1.48M	Hold	90,000	–	–	0.01%	1247
2017 Q1	$1.4M	Hold	90,000	–	–	0.01%	1259
2016 Q4	$1.28M	Buy	90,000 +10,000	+13%	+$143K	0.01%	1255
2016 Q3	$987K	Hold	80,000	–	–	﹤0.01%	1341
2016 Q2	$860K	Buy	+80,000	New	+$860K	﹤0.01%	1436
2016 Q1	–	Sell	-80,000	Closed	-$944K	–	2285
2015 Q4	$944K	Hold	80,000	–	–	﹤0.01%	1328
2015 Q3	$911K	Buy	+80,000	New	+$911K	0.01%	1263