Charles Schwab’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
Q2 | $1.76M | Buy |
61,157
+4,962
| +9% | +$143K | ﹤0.01% | 2707 |
|
|
2025
Q1 | $1.66M | Sell |
56,195
-792
| -1% | -$23.5K | ﹤0.01% | 2672 |
|
|
2024
Q4 | $1.66M | Buy |
56,987
+15,768
| +38% | +$459K | ﹤0.01% | 2737 |
|
|
2024
Q3 | $1.18M | Buy |
41,219
+1,000
| +2% | +$28.5K | ﹤0.01% | 2872 |
|
|
2024
Q2 | $905K | Buy |
40,219
+3,019
| +8% | +$67.9K | ﹤0.01% | 2976 |
|
|
2024
Q1 | $872K | Sell |
37,200
-1,314
| -3% | -$30.8K | ﹤0.01% | 2837 |
|
|
2023
Q4 | $1.04M | Sell |
38,514
-1,111
| -3% | -$29.9K | ﹤0.01% | 2816 |
|
|
2023
Q3 | $806K | Buy |
39,625
+1,290
| +3% | +$26.2K | ﹤0.01% | 2867 |
|
|
2023
Q2 | $819K | Buy |
38,335
+95
| +0.2% | +$2.03K | ﹤0.01% | 2832 |
|
|
2023
Q1 | $934K | Buy |
38,240
+781
| +2% | +$19.1K | ﹤0.01% | 2757 |
|
|
2022
Q4 | $1.19M | Buy |
37,459
+603
| +2% | +$19.1K | ﹤0.01% | 2722 |
|
|
2022
Q3 | $1.01M | Sell |
36,856
-24
| -0.1% | -$655 | ﹤0.01% | 2793 |
|
|
2022
Q2 | $1.1M | Sell |
36,880
-522
| -1% | -$15.5K | ﹤0.01% | 2757 |
|
|
2022
Q1 | $1.24M | Buy |
37,402
+928
| +3% | +$30.7K | ﹤0.01% | 2773 |
|
|
2021
Q4 | $1.18M | Buy |
36,474
+8
| +0% | +$259 | ﹤0.01% | 2846 |
|
|
2021
Q3 | $1.1M | Buy |
36,466
+178
| +0.5% | +$5.37K | ﹤0.01% | 2838 |
|
|
2021
Q2 | $1.05M | Sell |
36,288
-829
| -2% | -$23.9K | ﹤0.01% | 2910 |
|
|
2021
Q1 | $1.15M | Buy |
37,117
+3,388
| +10% | +$105K | ﹤0.01% | 2810 |
|
|
2020
Q4 | $827K | Hold |
33,729
| – | – | ﹤0.01% | 2826 |
|
|
2020
Q3 | $603K | Sell |
33,729
-1,150
| -3% | -$20.6K | ﹤0.01% | 2826 |
|
|
2020
Q2 | $698K | Buy |
34,879
+6,597
| +23% | +$132K | ﹤0.01% | 2728 |
|
|
2020
Q1 | $593K | Sell |
28,282
-792
| -3% | -$16.6K | ﹤0.01% | 2655 |
|
|
2019
Q4 | $1.05M | Buy |
29,074
+1,155
| +4% | +$41.9K | ﹤0.01% | 2577 |
|
|
2019
Q3 | $853K | Sell |
27,919
-14,578
| -34% | -$445K | ﹤0.01% | 2616 |
|
|
2019
Q2 | $1.19M | Buy |
42,497
+13,038
| +44% | +$365K | ﹤0.01% | 2515 |
|
|
2019
Q1 | $803K | Buy |
29,459
+4,898
| +20% | +$134K | ﹤0.01% | 2614 |
|
|
2018
Q4 | $610K | Hold |
24,561
| – | – | ﹤0.01% | 2700 |
|
|
2018
Q3 | $819K | Hold |
24,561
| – | – | ﹤0.01% | 2683 |
|
|
2018
Q2 | $830K | Buy |
24,561
+2,500
| +11% | +$84.5K | ﹤0.01% | 2639 |
|
|
2018
Q1 | $735K | Hold |
22,061
| – | – | ﹤0.01% | 2614 |
|
|
2017
Q4 | $740K | Buy |
22,061
+3,261
| +17% | +$109K | ﹤0.01% | 2614 |
|
|
2017
Q3 | $635K | Hold |
18,800
| – | – | ﹤0.01% | 2651 |
|
|
2017
Q2 | $638K | Buy |
18,800
+7,500
| +66% | +$255K | ﹤0.01% | 2612 |
|
|
2017
Q1 | $388K | Sell |
11,300
-2,163
| -16% | -$74.3K | ﹤0.01% | 2733 |
|
|
2016
Q4 | $507K | Hold |
13,463
| – | – | ﹤0.01% | 2642 |
|
|
2016
Q3 | $409K | Hold |
13,463
| – | – | ﹤0.01% | 2686 |
|
|
2016
Q2 | $385K | Hold |
13,463
| – | – | ﹤0.01% | 2687 |
|
|
2016
Q1 | $370K | Hold |
13,463
| – | – | ﹤0.01% | 2697 |
|
|
2015
Q4 | $410K | Buy |
13,463
+1,472
| +12% | +$44.8K | ﹤0.01% | 2735 |
|
|
2015
Q3 | $351K | Hold |
11,991
| – | – | ﹤0.01% | 2763 |
|
|
2015
Q2 | $395K | Buy |
11,991
+2,691
| +29% | +$88.6K | ﹤0.01% | 2768 |
|
|
2015
Q1 | $269K | Hold |
9,300
| – | – | ﹤0.01% | 2874 |
|
|
2014
Q4 | $268K | Hold |
9,300
| – | – | ﹤0.01% | 2889 |
|
|
2014
Q3 | $214K | Hold |
9,300
| – | – | ﹤0.01% | 2924 |
|
|
2014
Q2 | $224K | Hold |
9,300
| – | – | ﹤0.01% | 2965 |
|
|
2014
Q1 | $235K | Hold |
9,300
| – | – | ﹤0.01% | 2895 |
|
|
2013
Q4 | $253K | Hold |
9,300
| – | – | ﹤0.01% | 2880 |
|
|
2013
Q3 | $237K | Hold |
9,300
| – | – | ﹤0.01% | 2858 |
|
|
2013
Q2 | $229K | Buy |
+9,300
| New | +$229K | ﹤0.01% | 2841 |
|