First Fndtn shares owned by HBK Sorce Advisory
Quarter-by-quarter ownership of First Fndtn (FFWM) shares owned by HBK Sorce Advisory
from 13F filings
Historical chart of HBK Sorce Advisory investment in First Fndtn
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Quarterly reported holdings in First Fndtn by HBK Sorce Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $95k | 15k | 6.24 |
| 2024-06-30 | $102k | 16k | 6.55 |
| 2024-03-31 | $108k | 14k | 7.55 |
| 2023-12-31 | $290k | 30k | 9.68 |
| 2023-09-30 | $182k | 30k | 6.08 |
| 2023-06-30 | $119k | 30k | 3.97 |
| 2023-03-31 | $222k | 30k | 7.45 |
| 2022-12-31 | $850k | 59k | 14.33 |
| 2022-09-30 | $1.0M | 57k | 18.14 |
| 2022-03-31 | $1.4M | 56k | 24.29 |