Bank of Montreal’s MidWestOne Financial Group MOFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-17,238
| Closed | -$388K | – | 3697 |
|
|
2024
Q2 | $388K | Buy |
+17,238
| New | +$388K | ﹤0.01% | 2320 |
|
|
2023
Q3 | – | Sell |
-38,549
| Closed | -$867K | – | 3564 |
|
|
2023
Q2 | $867K | Buy |
+38,549
| New | +$867K | ﹤0.01% | 1939 |
|
|
2021
Q2 | – | Sell |
-1,621
| Closed | -$50K | – | 4145 |
|
|
2021
Q1 | $50K | Sell |
1,621
-1,862
| -53% | -$57.4K | ﹤0.01% | 3313 |
|
|
2020
Q4 | $91K | Buy |
3,483
+2,004
| +135% | +$52.4K | ﹤0.01% | 3181 |
|
|
2020
Q3 | $30K | Sell |
1,479
-488
| -25% | -$9.9K | ﹤0.01% | 3240 |
|
|
2020
Q2 | $34K | Buy |
1,967
+1,112
| +130% | +$19.2K | ﹤0.01% | 3242 |
|
|
2020
Q1 | $16K | Sell |
855
-1,504
| -64% | -$28.1K | ﹤0.01% | 3026 |
|
|
2019
Q4 | $85K | Buy |
2,359
+465
| +25% | +$16.8K | ﹤0.01% | 3070 |
|
|
2019
Q3 | $58K | Buy |
1,894
+118
| +7% | +$3.61K | ﹤0.01% | 3067 |
|
|
2019
Q2 | $49K | Buy |
1,776
+976
| +122% | +$26.9K | ﹤0.01% | 3249 |
|
|
2019
Q1 | $22K | Sell |
800
-152
| -16% | -$4.18K | ﹤0.01% | 3242 |
|
|
2018
Q4 | $24K | Buy |
952
+75
| +9% | +$1.89K | ﹤0.01% | 3234 |
|
|
2018
Q3 | $30K | Sell |
877
-2
| -0.2% | -$68 | ﹤0.01% | 3260 |
|
|
2018
Q2 | $30K | Buy |
879
+79
| +10% | +$2.7K | ﹤0.01% | 3279 |
|
|
2018
Q1 | $27K | Hold |
800
| – | – | ﹤0.01% | 3195 |
|
|
2017
Q4 | $27K | Hold |
800
| – | – | ﹤0.01% | 3178 |
|
|
2017
Q3 | $27K | Hold |
800
| – | – | ﹤0.01% | 3143 |
|
|
2017
Q2 | $27K | Hold |
800
| – | – | ﹤0.01% | 3125 |
|
|
2017
Q1 | $27K | Hold |
800
| – | – | ﹤0.01% | 3017 |
|
|
2016
Q4 | $27K | Hold |
800
| – | – | ﹤0.01% | 3006 |
|
|
2016
Q3 | $24K | Hold |
800
| – | – | ﹤0.01% | 3026 |
|
|
2016
Q2 | $23K | Hold |
800
| – | – | ﹤0.01% | 3065 |
|
|
2016
Q1 | $22K | Hold |
800
| – | – | ﹤0.01% | 3121 |
|
|
2015
Q4 | $24K | Hold |
800
| – | – | ﹤0.01% | 3107 |
|
|
2015
Q3 | $23K | Hold |
800
| – | – | ﹤0.01% | 2971 |
|
|
2015
Q2 | $26K | Hold |
800
| – | – | ﹤0.01% | 3005 |
|
|
2015
Q1 | $23K | Hold |
800
| – | – | ﹤0.01% | 3000 |
|
|
2014
Q4 | $23K | Hold |
800
| – | – | ﹤0.01% | 2937 |
|
|
2014
Q3 | $18K | Sell |
800
-170
| -18% | -$3.83K | ﹤0.01% | 3044 |
|
|
2014
Q2 | $23K | Buy |
970
+170
| +21% | +$4.03K | ﹤0.01% | 3113 |
|
|
2014
Q1 | $20K | Hold |
800
| – | – | ﹤0.01% | 2961 |
|
|
2013
Q4 | $22K | Hold |
800
| – | – | ﹤0.01% | 2851 |
|
|
2013
Q3 | $21K | Hold |
800
| – | – | ﹤0.01% | 2792 |
|
|
2013
Q2 | $19K | Buy |
+800
| New | +$19K | ﹤0.01% | 2706 |
|