Stifel Financial’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 Q4	–	Sell	-19,853	Closed	-$397K	–	3454
2024 Q3	$397K	Sell	19,853 -19,530	-50%	-$391K	﹤0.01%	2808
2024 Q2	$670K	Sell	39,383 -37,617	-49%	-$639K	﹤0.01%	2429
2024 Q1	$1.12M	Hold	77,000	–	–	﹤0.01%	2118
2023 Q4	$1.53M	Hold	77,000	–	–	﹤0.01%	1859
2023 Q3	$1.4M	Hold	77,000	–	–	﹤0.01%	1828
2023 Q2	$1.43M	Hold	77,000	–	–	﹤0.01%	1841
2023 Q1	$1.52M	Hold	77,000	–	–	﹤0.01%	1747
2022 Q4	$2.17M	Hold	77,000	–	–	﹤0.01%	1467
2022 Q3	$1.9M	Hold	77,000	–	–	﹤0.01%	1518
2022 Q2	$2.09M	Hold	77,000	–	–	﹤0.01%	1462
2022 Q1	$2.41M	Hold	77,000	–	–	﹤0.01%	1488
2021 Q4	$2.34M	Hold	77,000	–	–	﹤0.01%	1500
2021 Q3	$2.22M	Hold	77,000	–	–	﹤0.01%	1505
2021 Q2	$1.99M	Hold	77,000	–	–	﹤0.01%	1616
2021 Q1	$1.93M	Buy	77,000 +8,000	+12%	+$200K	﹤0.01%	1550
2020 Q4	$1.35M	Sell	69,000 -24,206	-26%	-$474K	﹤0.01%	1635
2020 Q3	$1.21M	Buy	93,206 +24,206	+35%	+$313K	﹤0.01%	1506
2020 Q2	$983K	Hold	69,000	–	–	﹤0.01%	1575
2020 Q1	$976K	Sell	69,000 -1,000	-1%	-$14.1K	﹤0.01%	1457
2019 Q4	$1.15M	Hold	70,000	–	–	﹤0.01%	1717
2019 Q3	$1.2M	Hold	70,000	–	–	﹤0.01%	1645
2019 Q2	$928K	Sell	70,000 -40,000	-36%	-$530K	﹤0.01%	1852
2019 Q1	$1.44M	Hold	110,000	–	–	﹤0.01%	1430
2018 Q4	$1.29M	Sell	110,000 -591	-0.5%	-$6.92K	﹤0.01%	1389
2018 Q3	$1.94M	Buy	+110,591	New	+$1.94M	0.01%	1288