Charles Schwab’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.64M | Buy |
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|
2025
Q2 | $1.76M | Buy |
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|
2025
Q1 | $1.66M | Sell |
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|
2024
Q4 | $1.66M | Buy |
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|
2024
Q3 | $1.18M | Buy |
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|
2024
Q2 | $905K | Buy |
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|
2024
Q1 | $872K | Sell |
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|
2023
Q4 | $1.04M | Sell |
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|
2023
Q3 | $806K | Buy |
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|
2023
Q2 | $819K | Buy |
|
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|
2023
Q1 | $934K | Buy |
|
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|
2022
Q4 | $1.19M | Buy |
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|
2022
Q3 | $1.01M | Sell |
|
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|
2022
Q2 | $1.1M | Sell |
|
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|
2022
Q1 | $1.24M | Buy |
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|
2021
Q4 | $1.18M | Buy |
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|
2021
Q3 | $1.1M | Buy |
|
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|
2021
Q2 | $1.04M | Sell |
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|
2021
Q1 | $1.15M | Buy |
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|
2020
Q4 | $827K | Hold |
|
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|
2020
Q3 | $603K | Sell |
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|
2020
Q2 | $698K | Buy |
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|
2020
Q1 | $593K | Sell |
|
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|
2019
Q4 | $1.05M | Buy |
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|
2019
Q3 | $853K | Sell |
|
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|
2019
Q2 | $1.19M | Buy |
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|
2019
Q1 | $803K | Buy |
|
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|
2018
Q4 | $610K | Hold |
|
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|
2018
Q3 | $819K | Hold |
|
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|
2018
Q2 | $830K | Buy |
|
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|
2018
Q1 | $735K | Hold |
|
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|
2017
Q4 | $740K | Buy |
|
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|
2017
Q3 | $635K | Hold |
|
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|
2017
Q2 | $638K | Buy |
|
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|
2017
Q1 | $388K | Sell |
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|
2016
Q4 | $507K | Hold |
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|
2016
Q3 | $409K | Hold |
|
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|
2016
Q2 | $385K | Hold |
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|
2016
Q1 | $370K | Hold |
|
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|
2015
Q4 | $410K | Buy |
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|
2015
Q3 | $351K | Hold |
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|
2015
Q2 | $395K | Buy |
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|
2015
Q1 | $269K | Hold |
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|
2014
Q4 | $268K | Hold |
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|
2014
Q3 | $214K | Hold |
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|
2014
Q2 | $224K | Hold |
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|
2014
Q1 | $235K | Hold |
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|
2013
Q4 | $253K | Hold |
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|
2013
Q3 | $237K | Hold |
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|
2013
Q2 | $229K | Buy |
|