Bank of America’s First Western Financial MYFW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238K | Sell |
10,533
-537
| -5% | -$12.1K | ﹤0.01% | 5157 |
|
|
2025
Q1 | $218K | Sell |
11,070
-4,089
| -27% | -$80.3K | ﹤0.01% | 5169 |
|
|
2024
Q4 | $296K | Buy |
15,159
+4,383
| +41% | +$85.7K | ﹤0.01% | 5034 |
|
|
2024
Q3 | $216K | Sell |
10,776
-1,584
| -13% | -$31.7K | ﹤0.01% | 5111 |
|
|
2024
Q2 | $210K | Buy |
12,360
+3,137
| +34% | +$53.3K | ﹤0.01% | 5052 |
|
|
2024
Q1 | $134K | Sell |
9,223
-5,954
| -39% | -$86.8K | ﹤0.01% | 5257 |
|
|
2023
Q4 | $301K | Buy |
15,177
+5,654
| +59% | +$112K | ﹤0.01% | 4944 |
|
|
2023
Q3 | $173K | Buy |
9,523
+1,108
| +13% | +$20.1K | ﹤0.01% | 5115 |
|
|
2023
Q2 | $157K | Buy |
8,415
+1,840
| +28% | +$34.2K | ﹤0.01% | 5159 |
|
|
2023
Q1 | $130K | Buy |
6,575
+1,253
| +24% | +$24.8K | ﹤0.01% | 5359 |
|
|
2022
Q4 | $150K | Buy |
5,322
+4,210
| +379% | +$119K | ﹤0.01% | 5325 |
|
|
2022
Q3 | $28K | Sell |
1,112
-583
| -34% | -$14.7K | ﹤0.01% | 6051 |
|
|
2022
Q2 | $46K | Sell |
1,695
-4,938
| -74% | -$134K | ﹤0.01% | 6072 |
|
|
2022
Q1 | $207K | Sell |
6,633
-527
| -7% | -$16.4K | ﹤0.01% | 5682 |
|
|
2021
Q4 | $217K | Sell |
7,160
-69
| -1% | -$2.09K | ﹤0.01% | 5651 |
|
|
2021
Q3 | $209K | Sell |
7,229
-1,051
| -13% | -$30.4K | ﹤0.01% | 5445 |
|
|
2021
Q2 | $214K | Sell |
8,280
-6,060
| -42% | -$157K | ﹤0.01% | 5289 |
|
|
2021
Q1 | $359K | Buy |
14,340
+9,335
| +187% | +$234K | ﹤0.01% | 5001 |
|
|
2020
Q4 | $97K | Buy |
5,005
+4,071
| +436% | +$78.9K | ﹤0.01% | 5267 |
|
|
2020
Q3 | $12K | Sell |
934
-9,751
| -91% | -$125K | ﹤0.01% | 5743 |
|
|
2020
Q2 | $152K | Buy |
10,685
+10,590
| +11,147% | +$151K | ﹤0.01% | 4877 |
|
|
2020
Q1 | $1K | Buy |
+95
| New | +$1K | ﹤0.01% | 6087 |
|
|
2019
Q3 | – | Sell |
-527
| Closed | -$7K | – | 6497 |
|
|
2019
Q2 | $7K | Buy |
+527
| New | +$7K | ﹤0.01% | 5993 |
|
|
2019
Q1 | – | Sell |
-11
| Closed | – | – | 6403 |
|
|
2018
Q4 | $0 | Buy |
+11
| New | – | ﹤0.01% | 6425 |
|