Mendon Capital Advisors’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 | $6.33M | Buy |
280,524
+23,317
| +9% | +$526K | 3.07% | 11 |
|
2025
Q1 | $5.05M | Sell |
257,207
-391
| -0.2% | -$7.68K | 2.34% | 18 |
|
2024
Q4 | $5.04M | Buy |
257,598
+155,432
| +152% | +$3.04M | 2.48% | 13 |
|
2024
Q3 | $2.04M | Buy |
102,166
+30,751
| +43% | +$615K | 1.32% | 23 |
|
2024
Q2 | $1.98M | Buy |
71,415
+40,138
| +128% | +$1.11M | 1.1% | 26 |
|
2024
Q1 | $1.17M | Sell |
31,277
-25,786
| -45% | -$968K | 0.63% | 37 |
|
2023
Q4 | $1.13M | Buy |
+57,063
| New | +$1.13M | 0.47% | 40 |
|
2022
Q1 | $1.12M | Sell |
35,941
-20,000
| -36% | -$625K | 0.37% | 48 |
|
2021
Q4 | $1.7M | Buy |
55,941
+40,000
| +251% | +$1.21M | 0.49% | 50 |
|
2021
Q3 | $459K | Sell |
15,941
-862
| -5% | -$24.8K | 0.16% | 56 |
|
2021
Q2 | $435K | Sell |
16,803
-3,197
| -16% | -$82.8K | 0.16% | 55 |
|
2021
Q1 | $500K | Sell |
20,000
-7,632
| -28% | -$191K | 0.18% | 49 |
|
2020
Q4 | $541K | Hold |
27,632
| – | – | 0.25% | 49 |
|
2020
Q3 | $358K | Sell |
27,632
-2,820
| -9% | -$36.5K | 0.21% | 47 |
|
2020
Q2 | $434K | Sell |
30,452
-6,855
| -18% | -$97.7K | 0.22% | 50 |
|
2020
Q1 | $528K | Sell |
37,307
-2,767
| -7% | -$39.2K | 0.26% | 47 |
|
2019
Q4 | $660K | Buy |
40,074
+3,057
| +8% | +$50.3K | 0.11% | 47 |
|
2019
Q3 | $633K | Buy |
37,017
+3,254
| +10% | +$55.6K | 0.11% | 47 |
|
2019
Q2 | $448K | Sell |
33,763
-2,911
| -8% | -$38.6K | 0.07% | 50 |
|
2019
Q1 | $481K | Buy |
36,674
+13,471
| +58% | +$177K | 0.06% | 53 |
|
2018
Q4 | $272K | Buy |
23,203
+2,822
| +14% | +$33.1K | 0.03% | 64 |
|
2018
Q3 | $356K | Buy |
+20,381
| New | +$356K | 0.03% | 73 |
|