Emerald Mutual Fund Advisers Trust’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 | – | Sell |
-25,000
| Closed | -$740K | – | 225 |
|
|
2025
Q1 | $740K | Hold |
25,000
| – | – | 0.05% | 143 |
|
|
2024
Q4 | $728K | Hold |
25,000
| – | – | 0.04% | 148 |
|
|
2024
Q3 | $713K | Buy |
+25,000
| New | +$713K | 0.04% | 153 |
|
|
2018
Q1 | – | Sell |
-150,908
| Closed | -$5.06M | – | 252 |
|
|
2017
Q4 | $5.06M | Hold |
150,908
| – | – | 0.2% | 149 |
|
|
2017
Q3 | $5.1M | Hold |
150,908
| – | – | 0.21% | 147 |
|
|
2017
Q2 | $5.11M | Hold |
150,908
| – | – | 0.22% | 135 |
|
|
2017
Q1 | $5.18M | Buy |
150,908
+125,000
| +482% | +$4.29M | 0.24% | 133 |
|
|
2016
Q4 | $974K | Hold |
25,908
| – | – | 0.05% | 208 |
|
|
2016
Q3 | $787K | Sell |
25,908
-121,815
| -82% | -$3.7M | 0.04% | 203 |
|
|
2016
Q2 | $4.22M | Hold |
147,723
| – | – | 0.24% | 125 |
|
|
2016
Q1 | $4.06M | Hold |
147,723
| – | – | 0.23% | 129 |
|
|
2015
Q4 | $4.49M | Buy |
147,723
+93,680
| +173% | +$2.85M | 0.24% | 125 |
|
|
2015
Q3 | $1.58M | Buy |
54,043
+33,013
| +157% | +$966K | 0.1% | 165 |
|
|
2015
Q2 | $692K | Buy |
+21,030
| New | +$692K | 0.05% | 189 |
|