Denali Advisors’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 |
-2,600
| Closed | -$63.5K | – | 503 |
|
|
2023
Q1 | $63.5K | Hold |
2,600
| – | – | 0.03% | 202 |
|
|
2022
Q4 | $82.6K | Buy |
2,600
+1,100
| +73% | +$34.9K | 0.03% | 178 |
|
|
2022
Q3 | $41K | Hold |
1,500
| – | – | 0.02% | 232 |
|
|
2022
Q2 | $45K | Hold |
1,500
| – | – | 0.02% | 229 |
|
|
2022
Q1 | $50K | Buy |
1,500
+700
| +88% | +$23.3K | 0.02% | 240 |
|
|
2021
Q4 | $26K | Buy |
+800
| New | +$26K | 0.01% | 306 |
|
|
2020
Q3 | – | Sell |
-780
| Closed | -$16K | – | 392 |
|
|
2020
Q2 | $16K | Sell |
780
-920
| -54% | -$18.9K | ﹤0.01% | 354 |
|
|
2020
Q1 | $36K | Buy |
+1,700
| New | +$36K | 0.01% | 298 |
|
|
2019
Q4 | – | Sell |
-56
| Closed | -$2K | – | 338 |
|
|
2019
Q3 | $2K | Buy |
+56
| New | +$2K | ﹤0.01% | 266 |
|
|
2017
Q3 | – | Sell |
-108
| Closed | -$4K | – | 283 |
|
|
2017
Q2 | $4K | Hold |
108
| – | – | ﹤0.01% | 158 |
|
|
2017
Q1 | $4K | Buy |
108
+36
| +50% | +$1.33K | ﹤0.01% | 152 |
|
|
2016
Q4 | $3K | Hold |
72
| – | – | ﹤0.01% | 188 |
|
|
2016
Q3 | $2K | Hold |
72
| – | – | ﹤0.01% | 227 |
|
|
2016
Q2 | $2K | Hold |
72
| – | – | ﹤0.01% | 214 |
|
|
2016
Q1 | $2K | Hold |
72
| – | – | ﹤0.01% | 205 |
|
|
2015
Q4 | $2K | Buy |
+72
| New | +$2K | ﹤0.01% | 210 |
|