Dimensional Fund 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $23.5M | Buy |
816,563
+4,936
| +0.6% | +$142K | 0.01% | 1896 |
|
2025
Q1 | $24M | Buy |
811,627
+12,432
| +2% | +$368K | 0.01% | 1860 |
|
2024
Q4 | $23.3M | Buy |
799,195
+70,059
| +10% | +$2.04M | 0.01% | 1930 |
|
2024
Q3 | $20.8M | Buy |
729,136
+22,065
| +3% | +$629K | 0.01% | 1983 |
|
2024
Q2 | $15.9M | Buy |
707,071
+25,767
| +4% | +$579K | ﹤0.01% | 2073 |
|
2024
Q1 | $16M | Buy |
681,304
+22,973
| +3% | +$538K | ﹤0.01% | 2097 |
|
2023
Q4 | $17.7M | Buy |
658,331
+17,251
| +3% | +$464K | 0.01% | 2044 |
|
2023
Q3 | $13M | Sell |
641,080
-8,428
| -1% | -$171K | ﹤0.01% | 2118 |
|
2023
Q2 | $13.9M | Sell |
649,508
-32,463
| -5% | -$694K | ﹤0.01% | 2107 |
|
2023
Q1 | $16.7M | Buy |
681,971
+25,321
| +4% | +$618K | 0.01% | 1997 |
|
2022
Q4 | $20.9K | Buy |
656,650
+15,458
| +2% | +$491 | 0.01% | 1850 |
|
2022
Q3 | $17.5M | Buy |
641,192
+21,262
| +3% | +$580K | 0.01% | 1899 |
|
2022
Q2 | $18.4M | Buy |
619,930
+34,176
| +6% | +$1.02M | 0.01% | 1911 |
|
2022
Q1 | $19.4M | Buy |
585,754
+18,442
| +3% | +$610K | 0.01% | 1984 |
|
2021
Q4 | $18.4M | Sell |
567,312
-1,263
| -0.2% | -$40.9K | 0.01% | 2029 |
|
2021
Q3 | $17.1M | Buy |
568,575
+450
| +0.1% | +$13.6K | 0.01% | 2079 |
|
2021
Q2 | $16.3M | Buy |
568,125
+23,141
| +4% | +$666K | 0.01% | 2139 |
|
2021
Q1 | $16.9M | Buy |
544,984
+12,891
| +2% | +$399K | 0.01% | 2094 |
|
2020
Q4 | $13M | Buy |
532,093
+5,578
| +1% | +$137K | ﹤0.01% | 2179 |
|
2020
Q3 | $9.41M | Buy |
526,515
+1,377
| +0.3% | +$24.6K | ﹤0.01% | 2219 |
|
2020
Q2 | $10.5M | Buy |
525,138
+11,713
| +2% | +$234K | ﹤0.01% | 2185 |
|
2020
Q1 | $10.8M | Buy |
513,425
+35,102
| +7% | +$735K | 0.01% | 2085 |
|
2019
Q4 | $17.3M | Buy |
478,323
+22,778
| +5% | +$825K | 0.01% | 2111 |
|
2019
Q3 | $13.9M | Buy |
455,545
+14,306
| +3% | +$437K | 0.01% | 2197 |
|
2019
Q2 | $12.3M | Buy |
441,239
+33,722
| +8% | +$943K | ﹤0.01% | 2306 |
|
2019
Q1 | $11.1M | Buy |
407,517
+23,307
| +6% | +$635K | ﹤0.01% | 2363 |
|
2018
Q4 | $9.54M | Buy |
384,210
+27,446
| +8% | +$681K | ﹤0.01% | 2360 |
|
2018
Q3 | $11.9M | Buy |
356,764
+22,610
| +7% | +$753K | ﹤0.01% | 2361 |
|
2018
Q2 | $11.3M | Buy |
334,154
+25,575
| +8% | +$864K | ﹤0.01% | 2369 |
|
2018
Q1 | $10.3M | Buy |
308,579
+42,443
| +16% | +$1.41M | ﹤0.01% | 2370 |
|
2017
Q4 | $8.92M | Buy |
266,136
+31,244
| +13% | +$1.05M | ﹤0.01% | 2421 |
|
2017
Q3 | $7.93M | Buy |
234,892
+35,607
| +18% | +$1.2M | ﹤0.01% | 2455 |
|
2017
Q2 | $6.75M | Buy |
199,285
+23,846
| +14% | +$808K | ﹤0.01% | 2489 |
|
2017
Q1 | $6.02M | Buy |
175,439
+12,150
| +7% | +$417K | ﹤0.01% | 2497 |
|
2016
Q4 | $6.14M | Buy |
163,289
+14,101
| +9% | +$530K | ﹤0.01% | 2488 |
|
2016
Q3 | $4.53M | Buy |
149,188
+9,596
| +7% | +$291K | ﹤0.01% | 2552 |
|
2016
Q2 | $3.99M | Buy |
139,592
+4,738
| +4% | +$135K | ﹤0.01% | 2579 |
|
2016
Q1 | $3.7M | Buy |
134,854
+4,048
| +3% | +$111K | ﹤0.01% | 2593 |
|
2015
Q4 | $3.98M | Buy |
130,806
+2,587
| +2% | +$78.7K | ﹤0.01% | 2605 |
|
2015
Q3 | $3.75M | Buy |
128,219
+2,864
| +2% | +$83.8K | ﹤0.01% | 2621 |
|
2015
Q2 | $4.13M | Buy |
125,355
+4,046
| +3% | +$133K | ﹤0.01% | 2633 |
|
2015
Q1 | $3.5M | Buy |
121,309
+1,507
| +1% | +$43.4K | ﹤0.01% | 2669 |
|
2014
Q4 | $3.45M | Buy |
119,802
+7,368
| +7% | +$212K | ﹤0.01% | 2695 |
|
2014
Q3 | $2.59M | Buy |
112,434
+3,417
| +3% | +$78.6K | ﹤0.01% | 2772 |
|
2014
Q2 | $2.62M | Buy |
109,017
+5,174
| +5% | +$124K | ﹤0.01% | 2780 |
|
2014
Q1 | $2.62M | Buy |
103,843
+8,100
| +8% | +$204K | ﹤0.01% | 2772 |
|
2013
Q4 | $2.6M | Buy |
95,743
+2,347
| +3% | +$63.8K | ﹤0.01% | 2782 |
|
2013
Q3 | $2.4M | Buy |
93,396
+2,395
| +3% | +$61.6K | ﹤0.01% | 2804 |
|
2013
Q2 | $2.19M | Buy |
+91,001
| New | +$2.19M | ﹤0.01% | 2802 |
|