Concourse Financial Group Securities, Inc. First Western Financial Inc Transaction History

Concourse Financial Group Securities, Inc.

$0
Q2 2025

Number of Shares

Previous 0 NaN%

Holding current value

Previous $0 NaN%

% of portfolio

100.0%

Previous 100.0%

29 transactions

Quarter	Operation	Price Per share
Q2 2025 Aug 12, 2025	BUY	$17.61 - $22.86 $0 - $0
Q1 2025 May 14, 2025	BUY	$17.54 - $21.83 $0 - $0
Q4 2024 Feb 13, 2025	BUY	$18.65 - $22.21 $0 - $0
Q3 2024 Oct 10, 2024	BUY	$15.61 - $20.03 $0 - $0
Q2 2024 Jul 23, 2024	BUY	$13.52 - $18.34 $0 - $0
Q1 2024 Apr 30, 2024	BUY	$13.12 - $19.62 $0 - $0
Q4 2023 Feb 07, 2024	BUY	$13.18 - $20.96 $0 - $0
Q3 2023 Oct 30, 2023	BUY	$18.15 - $21.86 $0 - $0
Q3 2023 Oct 25, 2023	BUY	$18.15 - $21.86 $0 - $0
Q2 2023 Aug 10, 2023	BUY	$14.29 - $19.68 $0 - $0
Q1 2023 May 15, 2023	BUY	$19.17 - $27.36 $0 - $0
Q4 2022 Jan 30, 2023	BUY	$24.52 - $30.53 $0 - $0
Q3 2022 Nov 15, 2022	BUY	$24.65 - $29.4 $0 - $0
Q2 2022 Aug 09, 2022	BUY	$27.19 - $33.4 $0 - $0
Q1 2022 May 09, 2022	BUY	$30.9 - $33.45 $0 - $0
Q4 2021 Feb 07, 2022	BUY	$28.06 - $31.82 $0 - $0
Q3 2021 Nov 09, 2021	BUY	$24.62 - $29.4 $0 - $0
Q2 2021 Aug 13, 2021	BUY	$24.55 - $28.97 $0 - $0
Q1 2021 May 13, 2021	BUY	$18.04 - $29.47 $0 - $0
Q4 2020 Feb 02, 2021	BUY	$12.5 - $19.94 $0 - $0
Q3 2020 Nov 13, 2020	BUY	$12.05 - $14.88 $0 - $0
Q2 2020 Aug 13, 2020	BUY	$11.91 - $15.48 $0 - $0
Q1 2020 May 13, 2020	BUY	$11.81 - $18.96 $0 - $0
Q4 2019 Feb 14, 2020	BUY	$15.11 - $17.49 $0 - $0
Q3 2019 Nov 13, 2019	BUY	$13.11 - $17.29 $0 - $0
Q2 2019 Aug 13, 2019	BUY	$12.71 - $14.5 $0 - $0
Q1 2019 May 15, 2019	BUY	$11.66 - $14.55 $0 - $0
Q4 2018 Feb 14, 2019	BUY	$10.96 - $16.6 $0 - $0
Q3 2018 Nov 13, 2018	BUY	$16.36 - $19.7 $0 - $0

Others Institutions Holding MYFW

# of Institutions

Shares Held

6.3M

Call Options Held

Put Options Held

North Reef Capital Management LP Laguna Beach, CA

546K
Shares

$12.3 Million
0.56% of portfolio
Black Rock Inc. New York, NY

510K
Shares

$11.5 Million
0.0% of portfolio
Banc Funds CO LLC Chicago, IL

491K
Shares

$11.1 Million
2.27% of portfolio
Vanguard Group Inc Valley Forge, PA

427K
Shares

$9.67 Million
0.0% of portfolio
Alliancebernstein L.P. New York, NY

357K
Shares

$8.09 Million
0.0% of portfolio

View Full List

About First Western Financial Inc

Ticker MYFW
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 9,492,010
Market Cap $215M
Description
First Western Financial, Inc., a financial holding company, provides wealth management, private banking, personal trust, investment management, mortgage lending, and institutional asset management services. The company operates through two segments: Wealth Management and Mortgage. The Wealth Management segment provides deposit, loan, insurance, ...

More about MYFW

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