BHZ Capital Management’s MidWestOne Financial Group MOFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-63,182
| Closed | -$1.54M | – | 99 |
|
|
2023
Q1 | $1.54M | Sell |
63,182
-15,063
| -19% | -$368K | 0.72% | 38 |
|
|
2022
Q4 | $2.48M | Sell |
78,245
-2,101
| -3% | -$66.7K | 1.09% | 27 |
|
|
2022
Q3 | $2.19M | Sell |
80,346
-7,606
| -9% | -$208K | 0.91% | 27 |
|
|
2022
Q2 | $2.61M | Buy |
87,952
+2,000
| +2% | +$59.4K | 1.06% | 25 |
|
|
2022
Q1 | $2.85M | Buy |
85,952
+10,759
| +14% | +$356K | 0.96% | 30 |
|
|
2021
Q4 | $2.43M | Buy |
75,193
+5,377
| +8% | +$174K | 0.83% | 34 |
|
|
2021
Q3 | $2.11M | Buy |
69,816
+1,000
| +1% | +$30.2K | 0.72% | 43 |
|
|
2021
Q2 | $1.98M | Sell |
68,816
-4,773
| -6% | -$137K | 0.74% | 46 |
|
|
2021
Q1 | $2.28M | Buy |
73,589
+2,957
| +4% | +$91.6K | 0.72% | 49 |
|
|
2020
Q4 | $1.73M | Buy |
70,632
+1,559
| +2% | +$38.2K | 0.58% | 54 |
|
|
2020
Q3 | $1.23M | Buy |
69,073
+9,169
| +15% | +$164K | 0.52% | 58 |
|
|
2020
Q2 | $1.2M | Buy |
59,904
+42,926
| +253% | +$858K | 0.47% | 62 |
|
|
2020
Q1 | $356K | Hold |
16,978
| – | – | 0.13% | 119 |
|
|
2019
Q4 | $615K | Sell |
16,978
-4,162
| -20% | -$151K | 0.14% | 114 |
|
|
2019
Q3 | $645K | Buy |
21,140
+525
| +3% | +$16K | 0.16% | 110 |
|
|
2019
Q2 | $576K | Buy |
20,615
+3,301
| +19% | +$92.2K | 0.14% | 113 |
|
|
2019
Q1 | $472K | Buy |
17,314
+2,939
| +20% | +$80.1K | 0.12% | 110 |
|
|
2018
Q4 | $357K | Buy |
14,375
+4,031
| +39% | +$100K | 0.09% | 114 |
|
|
2018
Q3 | $345K | Buy |
+10,344
| New | +$345K | 0.09% | 121 |
|