Bank of Montreal’s MidWestOne Financial Group MOFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-17,238
| Closed | -$388K | – | 4102 |
|
|
2024
Q2 | $388K | Buy |
+17,238
| New | +$365K | ﹤0.01% | 2577 |
|
|
2023
Q3 | – | Sell |
-38,549
| Closed | -$867K | – | 4076 |
|
|
2023
Q2 | $867K | Buy |
+38,549
| New | +$801K | ﹤0.01% | 2260 |
|
|
2021
Q2 | – | Sell |
-1,621
| Closed | -$50K | – | 4453 |
|
|
2021
Q1 | $50K | Sell |
1,621
-1,862
| -53% | -$52.9K | ﹤0.01% | 3699 |
|
|
2020
Q4 | $91K | Buy |
3,483
+2,004
| +135% | +$45.7K | ﹤0.01% | 3636 |
|
|
2020
Q3 | $30K | Sell |
1,479
-488
| -25% | -$9.2K | ﹤0.01% | 3642 |
|
|
2020
Q2 | $34K | Buy |
1,967
+1,112
| +130% | +$21.5K | ﹤0.01% | 3608 |
|
|
2020
Q1 | $16K | Sell |
855
-1,504
| -64% | -$44.2K | ﹤0.01% | 3330 |
|
|
2019
Q4 | $85K | Buy |
2,359
+465
| +25% | +$15.5K | ﹤0.01% | 3580 |
|
|
2019
Q3 | $58K | Buy |
1,894
+118
| +7% | +$3.46K | ﹤0.01% | 3545 |
|
|
2019
Q2 | $49K | Buy |
1,776
+976
| +122% | +$27.6K | ﹤0.01% | 3707 |
|
|
2019
Q1 | $22K | Sell |
800
-152
| -16% | -$4.32K | ﹤0.01% | 3644 |
|
|
2018
Q4 | $24K | Buy |
952
+75
| +9% | +$2.2K | ﹤0.01% | 3581 |
|
|
2018
Q3 | $30K | Sell |
877
-2
| -0.2% | -$67 | ﹤0.01% | 3577 |
|
|
2018
Q2 | $30K | Buy |
879
+79
| +10% | +$2.63K | ﹤0.01% | 3610 |
|
|
2018
Q1 | $27K | Hold |
800
| – | – | ﹤0.01% | 3469 |
|
|
2017
Q4 | $27K | Hold |
800
| – | – | ﹤0.01% | 3490 |
|
|
2017
Q3 | $27K | Hold |
800
| – | – | ﹤0.01% | 3423 |
|
|
2017
Q2 | $27K | Hold |
800
| – | – | ﹤0.01% | 3427 |
|
|
2017
Q1 | $27K | Hold |
800
| – | – | ﹤0.01% | 3276 |
|
|
2016
Q4 | $27K | Hold |
800
| – | – | ﹤0.01% | 3308 |
|
|
2016
Q3 | $24K | Hold |
800
| – | – | ﹤0.01% | 3287 |
|
|
2016
Q2 | $23K | Hold |
800
| – | – | ﹤0.01% | 3330 |
|
|
2016
Q1 | $22K | Hold |
800
| – | – | ﹤0.01% | 3367 |
|
|
2015
Q4 | $24K | Hold |
800
| – | – | ﹤0.01% | 3329 |
|
|
2015
Q3 | $23K | Hold |
800
| – | – | ﹤0.01% | 3204 |
|
|
2015
Q2 | $26K | Hold |
800
| – | – | ﹤0.01% | 3219 |
|
|
2015
Q1 | $23K | Hold |
800
| – | – | ﹤0.01% | 3218 |
|
|
2014
Q4 | $23K | Hold |
800
| – | – | ﹤0.01% | 3319 |
|
|
2014
Q3 | $18K | Sell |
800
-170
| -18% | -$4.04K | ﹤0.01% | 3493 |
|
|
2014
Q2 | $23K | Buy |
970
+170
| +21% | +$4.12K | ﹤0.01% | 3524 |
|
|
2014
Q1 | $20K | Hold |
800
| – | – | ﹤0.01% | 3482 |
|
|
2013
Q4 | $22K | Hold |
800
| – | – | ﹤0.01% | 3203 |
|
|
2013
Q3 | $21K | Hold |
800
| – | – | ﹤0.01% | 3206 |
|
|
2013
Q2 | $19K | Buy |
+800
| New | +$19K | ﹤0.01% | 3103 |
|
Other funds holding MOFG
MFG
CAM
FCM
MCM
Bank of Montreal's MOFG Position: Q3 2024 in Review
Bank of Montreal sold out of MidWestOne Financial Group (MOFG) in Q3 2024, closing a stake of 17,238 shares — an estimated $388K sold.
Bank of Montreal first reported a position in MOFG in Q2 2013 and held it in 34 quarters. The position peaked at $867K in Q2 2023. 119 funds tracked by Wall St. Rank hold MOFG as of Q3 2024.
- Bank of Montreal reported no remaining MidWestOne Financial Group position as of Q3 2024 after selling out during the quarter.
- Bank of Montreal sold 17,238 MidWestOne Financial Group shares in Q3 2024, an estimated $388K.
- Bank of Montreal first reported a position in MidWestOne Financial Group in Q2 2013 and held it in 34 quarters.
- Bank of Montreal's MidWestOne Financial Group position peaked at $867K in Q2 2023.
- 119 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q3 2024.
Based on Bank of Montreal's 13F filing for Q3 2024, filed 13 Nov 2024.