Raymond James & Associates’s First Western Financial MYFW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $500K | Hold |
25,000
| – | – | ﹤0.01% | 3098 |
|
2024
Q2 | $425K | Hold |
25,000
| – | – | ﹤0.01% | 3142 |
|
2024
Q1 | $365K | Hold |
25,000
| – | – | ﹤0.01% | 3243 |
|
2023
Q4 | $496K | Hold |
25,000
| – | – | ﹤0.01% | 2945 |
|
2023
Q3 | $454K | Hold |
25,000
| – | – | ﹤0.01% | 2944 |
|
2023
Q2 | $465K | Hold |
25,000
| – | – | ﹤0.01% | 2966 |
|
2023
Q1 | $495K | Hold |
25,000
| – | – | ﹤0.01% | 2905 |
|
2022
Q4 | $704K | Hold |
25,000
| – | – | ﹤0.01% | 2641 |
|
2022
Q3 | $616K | Sell |
25,000
-857
| -3% | -$21.1K | ﹤0.01% | 2714 |
|
2022
Q2 | $703K | Buy |
25,857
+857
| +3% | +$23.3K | ﹤0.01% | 2676 |
|
2022
Q1 | $782K | Hold |
25,000
| – | – | ﹤0.01% | 2753 |
|
2021
Q4 | $759K | Hold |
25,000
| – | – | ﹤0.01% | 2796 |
|
2021
Q3 | $721K | Hold |
25,000
| – | – | ﹤0.01% | 2790 |
|
2021
Q2 | $647K | Hold |
25,000
| – | – | ﹤0.01% | 2893 |
|
2021
Q1 | $625K | Hold |
25,000
| – | – | ﹤0.01% | 2842 |
|
2020
Q4 | $489K | Hold |
25,000
| – | – | ﹤0.01% | 2805 |
|
2020
Q3 | $324K | Sell |
25,000
-230
| -0.9% | -$2.98K | ﹤0.01% | 2889 |
|
2020
Q2 | $360K | Hold |
25,230
| – | – | ﹤0.01% | 2800 |
|
2020
Q1 | $357K | Buy |
25,230
+230
| +0.9% | +$3.25K | ﹤0.01% | 2653 |
|
2019
Q4 | $412K | Hold |
25,000
| – | – | ﹤0.01% | 2856 |
|
2019
Q3 | $427K | Hold |
25,000
| – | – | ﹤0.01% | 2749 |
|
2019
Q2 | $332K | Hold |
25,000
| – | – | ﹤0.01% | 2928 |
|
2019
Q1 | $328K | Hold |
25,000
| – | – | ﹤0.01% | 2919 |
|
2018
Q4 | $293K | Hold |
25,000
| – | – | ﹤0.01% | 2873 |
|
2018
Q3 | $437K | Buy |
+25,000
| New | +$437K | ﹤0.01% | 2786 |
|