Curi RMB Capital’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 | $4.45M | Buy |
197,056
+400
| +0.2% | +$9.02K | 0.08% | 226 |
|
|
2025
Q1 | $3.86M | Hold |
196,656
| – | – | 0.1% | 211 |
|
|
2024
Q4 | $3.84M | Buy |
196,656
+107,282
| +120% | +$2.1M | 0.09% | 211 |
|
|
2024
Q3 | $1.79M | Buy |
89,374
+17,959
| +25% | +$359K | 0.04% | 278 |
|
|
2024
Q2 | $1.21M | Buy |
71,415
+29,448
| +70% | +$501K | 0.03% | 317 |
|
|
2024
Q1 | $612K | Buy |
41,967
+22,238
| +113% | +$324K | 0.01% | 409 |
|
|
2023
Q4 | $391K | Buy |
+19,729
| New | +$391K | 0.01% | 411 |
|
|
2021
Q3 | – | Sell |
-40,000
| Closed | -$1.04M | – | 458 |
|
|
2021
Q2 | $1.04M | Hold |
40,000
| – | – | 0.03% | 275 |
|
|
2021
Q1 | $1M | Sell |
40,000
-10,000
| -20% | -$250K | 0.04% | 264 |
|
|
2020
Q4 | $978K | Sell |
50,000
-4,974
| -9% | -$97.3K | 0.04% | 314 |
|
|
2020
Q3 | $712K | Sell |
54,974
-26,073
| -32% | -$338K | 0.03% | 358 |
|
|
2020
Q2 | $1.16M | Sell |
81,047
-658,054
| -89% | -$9.38M | 0.05% | 280 |
|
|
2020
Q1 | $10.5M | Buy |
739,101
+51
| +0% | +$721 | 0.5% | 49 |
|
|
2019
Q4 | $12.2M | Buy |
739,050
+5,376
| +0.7% | +$88.5K | 0.34% | 72 |
|
|
2019
Q3 | $12.5M | Hold |
733,674
| – | – | 0.33% | 71 |
|
|
2019
Q2 | $9.73M | Buy |
733,674
+11,241
| +2% | +$149K | 0.25% | 94 |
|
|
2019
Q1 | $9.47M | Buy |
722,433
+104,768
| +17% | +$1.37M | 0.24% | 93 |
|
|
2018
Q4 | $7.23M | Buy |
617,665
+176,469
| +40% | +$2.07M | 0.18% | 116 |
|
|
2018
Q3 | $7.72M | Buy |
+441,196
| New | +$7.72M | 0.19% | 127 |
|