State Street’s First Western Financial MYFW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.18M | Buy |
129,319
+908
| +0.7% | +$23K | ﹤0.01% | 3142 |
|
|
2025
Q4 | $3.44M | Buy |
128,411
+113
| +0.1% | +$2.69K | ﹤0.01% | 3142 |
|
|
2025
Q3 | $2.95M | Buy |
128,298
+4,432
| +4% | +$101K | ﹤0.01% | 3209 |
|
|
2025
Q2 | $2.79M | Buy |
123,866
+15,453
| +14% | +$319K | ﹤0.01% | 3192 |
|
|
2025
Q1 | $2.13M | Buy |
108,413
+500
| +0.5% | +$9.81K | ﹤0.01% | 3222 |
|
|
2024
Q4 | $2.11M | Sell |
107,913
-4,355
| -4% | -$89.1K | ﹤0.01% | 3301 |
|
|
2024
Q3 | $2.25M | Buy |
112,268
+5,611
| +5% | +$102K | ﹤0.01% | 3290 |
|
|
2024
Q2 | $1.81M | Sell |
106,657
-838
| -0.8% | -$13.7K | ﹤0.01% | 3349 |
|
|
2024
Q1 | $1.57M | Hold |
107,495
| – | – | ﹤0.01% | 3355 |
|
|
2023
Q4 | $2.13M | Sell |
107,495
-9,053
| -8% | -$153K | ﹤0.01% | 3296 |
|
|
2023
Q3 | $2.12M | Buy |
116,548
+1,491
| +1% | +$29.5K | ﹤0.01% | 3302 |
|
|
2023
Q2 | $2.14M | Buy |
115,057
+4,754
| +4% | +$83.3K | ﹤0.01% | 3383 |
|
|
2023
Q1 | $2.18M | Buy |
110,303
+2,529
| +2% | +$62.5K | ﹤0.01% | 3312 |
|
|
2022
Q4 | $3.03M | Buy |
107,774
+4,338
| +4% | +$121K | ﹤0.01% | 3250 |
|
|
2022
Q3 | $2.55M | Buy |
103,436
+19,065
| +23% | +$520K | ﹤0.01% | 3336 |
|
|
2022
Q2 | $2.29M | Buy |
84,371
+55,147
| +189% | +$1.72M | ﹤0.01% | 3430 |
|
|
2022
Q1 | $914K | Buy |
29,224
+5,612
| +24% | +$182K | ﹤0.01% | 3838 |
|
|
2021
Q4 | $717K | Buy |
23,612
+12
| +0.1% | +$359 | ﹤0.01% | 3896 |
|
|
2021
Q3 | $684K | Sell |
23,600
-142
| -0.6% | -$3.8K | ﹤0.01% | 3881 |
|
|
2021
Q2 | $615K | Sell |
23,742
-74,875
| -76% | -$2M | ﹤0.01% | 3788 |
|
|
2021
Q1 | $2.47M | Buy |
98,617
+1,017
| +1% | +$21.3K | ﹤0.01% | 3353 |
|
|
2020
Q4 | $1.91M | Buy |
97,600
+24,973
| +34% | +$406K | ﹤0.01% | 3397 |
|
|
2020
Q3 | $941K | Buy |
72,627
+1,615
| +2% | +$22.1K | ﹤0.01% | 3456 |
|
|
2020
Q2 | $1.01M | Buy |
71,012
+58,112
| +450% | +$778K | ﹤0.01% | 3417 |
|
|
2020
Q1 | $172K | Buy |
12,900
+1,786
| +16% | +$29.4K | ﹤0.01% | 3586 |
|
|
2019
Q4 | $183K | Buy |
11,114
+961
| +9% | +$15.7K | ﹤0.01% | 3643 |
|
|
2019
Q3 | $174K | Sell |
10,153
-186
| -2% | -$2.71K | ﹤0.01% | 3622 |
|
|
2019
Q2 | $137K | Sell |
10,339
-207
| -2% | -$2.75K | ﹤0.01% | 3641 |
|
|
2019
Q1 | $138K | Buy |
+10,546
| New | +$142K | ﹤0.01% | 3610 |
|
Other funds holding MYFW
NRCM
VCM
BFC
AU
JAM
MCA
PAIM