Bailard’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
Q1 | – | Sell |
-11,905
| Closed | -$347K | – | 809 |
|
|
2024
Q4 | $347K | Buy |
11,905
+420
| +4% | +$12.2K | 0.01% | 530 |
|
|
2024
Q3 | $328K | Buy |
+11,485
| New | +$328K | 0.01% | 546 |
|
|
2024
Q2 | – | Sell |
-9,757
| Closed | -$229K | – | 782 |
|
|
2024
Q1 | $229K | Sell |
9,757
-3,100
| -24% | -$72.7K | 0.01% | 654 |
|
|
2023
Q4 | $346K | Buy |
+12,857
| New | +$346K | 0.01% | 527 |
|
|
2019
Q4 | – | Sell |
-12,201
| Closed | -$372K | – | 574 |
|
|
2019
Q3 | $372K | Hold |
12,201
| – | – | 0.02% | 352 |
|
|
2019
Q2 | $341K | Sell |
12,201
-300
| -2% | -$8.39K | 0.02% | 383 |
|
|
2019
Q1 | $341K | Buy |
+12,501
| New | +$341K | 0.02% | 389 |
|
|
2018
Q4 | – | Sell |
-10,500
| Closed | -$350K | – | 532 |
|
|
2018
Q3 | $350K | Buy |
+10,500
| New | +$350K | 0.02% | 445 |
|