Kennedy Capital Management’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
Q1 | – | Sell |
-131,145
| Closed | -$2.56M | – | 681 |
|
|
2024
Q4 | $2.56M | Sell |
131,145
-5,287
| -4% | -$103K | 0.06% | 472 |
|
|
2024
Q3 | $2.73M | Sell |
136,432
-55,444
| -29% | -$1.11M | 0.06% | 453 |
|
|
2024
Q2 | $3.26M | Sell |
191,876
-54,320
| -22% | -$923K | 0.07% | 430 |
|
|
2024
Q1 | $3.59M | Sell |
246,196
-56,602
| -19% | -$825K | 0.07% | 400 |
|
|
2023
Q4 | $6M | Sell |
302,798
-8,781
| -3% | -$174K | 0.13% | 274 |
|
|
2023
Q3 | $5.66M | Buy |
311,579
+10,929
| +4% | +$198K | 0.14% | 259 |
|
|
2023
Q2 | $5.59M | Buy |
300,650
+24,897
| +9% | +$463K | 0.13% | 273 |
|
|
2023
Q1 | $5.46M | Buy |
275,753
+50,001
| +22% | +$990K | 0.16% | 238 |
|
|
2022
Q4 | $6.35M | Sell |
225,752
-37,654
| -14% | -$1.06M | 0.18% | 199 |
|
|
2022
Q3 | $6.49M | Sell |
263,406
-1,558
| -0.6% | -$38.4K | 0.19% | 183 |
|
|
2022
Q2 | $7.2M | Sell |
264,964
-66,329
| -20% | -$1.8M | 0.2% | 181 |
|
|
2022
Q1 | $10.4M | Sell |
331,293
-34,472
| -9% | -$1.08M | 0.25% | 132 |
|
|
2021
Q4 | $11.1M | Sell |
365,765
-13,217
| -3% | -$401K | 0.23% | 144 |
|
|
2021
Q3 | $10.9M | Sell |
378,982
-21,860
| -5% | -$631K | 0.24% | 123 |
|
|
2021
Q2 | $10.4M | Sell |
400,842
-78,832
| -16% | -$2.04M | 0.22% | 153 |
|
|
2021
Q1 | $12M | Sell |
479,674
-43,673
| -8% | -$1.09M | 0.24% | 133 |
|
|
2020
Q4 | $10.2M | Buy |
523,347
+14,218
| +3% | +$278K | 0.23% | 138 |
|
|
2020
Q3 | $6.59M | Buy |
509,129
+4,723
| +0.9% | +$61.2K | 0.19% | 183 |
|
|
2020
Q2 | $7.19M | Buy |
504,406
+253,750
| +101% | +$3.62M | 0.21% | 152 |
|
|
2020
Q1 | $3.54M | Buy |
250,656
+25,198
| +11% | +$356K | 0.13% | 298 |
|
|
2019
Q4 | $3.71M | Sell |
225,458
-4,470
| -2% | -$73.6K | 0.09% | 412 |
|
|
2019
Q3 | $3.93M | Sell |
229,928
-19,956
| -8% | -$341K | 0.1% | 394 |
|
|
2019
Q2 | $3.31M | Buy |
249,884
+24,717
| +11% | +$328K | 0.08% | 452 |
|
|
2019
Q1 | $2.95M | Buy |
225,167
+40,240
| +22% | +$528K | 0.07% | 476 |
|
|
2018
Q4 | $2.17M | Sell |
184,927
-137,128
| -43% | -$1.61M | 0.05% | 523 |
|
|
2018
Q3 | $5.63M | Buy |
+322,055
| New | +$5.63M | 0.1% | 364 |
|