Creative Planning’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 | $766K | Sell |
26,640
-2,033
| -7% | -$58.5K | ﹤0.01% | 2074 |
|
|
2025
Q1 | $849K | Buy |
28,673
+4,952
| +21% | +$147K | ﹤0.01% | 1841 |
|
|
2024
Q4 | $691K | Buy |
+23,721
| New | +$691K | ﹤0.01% | 1925 |
|
|
2021
Q2 | – | Sell |
-6,578
| Closed | -$204K | – | 2199 |
|
|
2021
Q1 | $204K | Buy |
+6,578
| New | +$204K | ﹤0.01% | 2045 |
|
|
2017
Q1 | – | Sell |
-317
| Closed | -$12K | – | 4608 |
|
|
2016
Q4 | $12K | Buy |
+317
| New | +$12K | ﹤0.01% | 3373 |
|