HSBC Holdings’s MidWestOne Financial Group MOFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,277
| Closed | -$209K | – | 2716 |
|
|
2024
Q3 | $209K | Sell |
7,277
-7,559
| -51% | -$217K | ﹤0.01% | 2212 |
|
|
2024
Q2 | $329K | Buy |
+14,836
| New | +$329K | ﹤0.01% | 1875 |
|
|
2023
Q4 | – | Sell |
-10,881
| Closed | -$223K | – | 2296 |
|
|
2023
Q3 | $223K | Sell |
10,881
-2,278
| -17% | -$46.7K | ﹤0.01% | 1873 |
|
|
2023
Q2 | $283K | Hold |
13,159
| – | – | ﹤0.01% | 1761 |
|
|
2023
Q1 | $318K | Buy |
13,159
+593
| +5% | +$14.3K | ﹤0.01% | 1792 |
|
|
2022
Q4 | $401K | Buy |
12,566
+2,880
| +30% | +$91.9K | ﹤0.01% | 1937 |
|
|
2022
Q3 | $270K | Buy |
+9,686
| New | +$270K | ﹤0.01% | 2042 |
|
|
2021
Q2 | – | Sell |
-14,191
| Closed | -$440K | – | 2537 |
|
|
2021
Q1 | $440K | Sell |
14,191
-8,729
| -38% | -$271K | ﹤0.01% | 1721 |
|
|
2020
Q4 | $564K | Buy |
22,920
+4,054
| +21% | +$99.8K | ﹤0.01% | 1714 |
|
|
2020
Q3 | $341K | Buy |
18,866
+3,927
| +26% | +$71K | ﹤0.01% | 1766 |
|
|
2020
Q2 | $299K | Buy |
+14,939
| New | +$299K | ﹤0.01% | 1761 |
|
|
2020
Q1 | – | Sell |
-6,169
| Closed | -$223K | – | 2364 |
|
|
2019
Q4 | $223K | Sell |
6,169
-876
| -12% | -$31.7K | ﹤0.01% | 2210 |
|
|
2019
Q3 | $215K | Buy |
+7,045
| New | +$215K | ﹤0.01% | 2238 |
|