Allworth Financial’s MidWestOne Financial Group MOFG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.38K | Buy |
187
+133
| +246% | +$3.83K | ﹤0.01% | 3214 |
|
2025
Q1 | $1.54K | Sell |
54
-34
| -39% | -$968 | ﹤0.01% | 3303 |
|
2024
Q4 | $2.65K | Buy |
88
+32
| +57% | +$964 | ﹤0.01% | 3044 |
|
2024
Q3 | $1.6K | Buy |
+56
| New | +$1.6K | ﹤0.01% | 3050 |
|
2023
Q2 | – | Sell |
-9
| Closed | -$220 | – | 3330 |
|
2023
Q1 | $220 | Buy |
+9
| New | +$220 | ﹤0.01% | 2995 |
|