Investment Advisory Services’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 | $259K | Hold |
9,000
| – | – | 0.09% | 105 |
|
|
2025
Q1 | $266K | Hold |
9,000
| – | – | 0.1% | 99 |
|
|
2024
Q4 | $262K | Hold |
9,000
| – | – | 0.09% | 99 |
|
|
2024
Q3 | $257K | Hold |
9,000
| – | – | 0.09% | 107 |
|
|
2024
Q2 | $202K | Hold |
9,000
| – | – | 0.07% | 116 |
|
|
2024
Q1 | $211K | Hold |
9,000
| – | – | 0.08% | 113 |
|
|
2023
Q4 | $242K | Buy |
+9,000
| New | +$242K | 0.1% | 102 |
|
|
2023
Q2 | – | Sell |
-9,000
| Closed | -$220K | – | 105 |
|
|
2023
Q1 | $220K | Hold |
9,000
| – | – | 0.11% | 93 |
|
|
2022
Q4 | $286K | Hold |
9,000
| – | – | 0.15% | 87 |
|
|
2022
Q3 | $246K | Hold |
9,000
| – | – | 0.15% | 87 |
|
|
2022
Q2 | $267K | Buy |
+9,000
| New | +$267K | 0.15% | 88 |
|
|
2021
Q4 | – | Sell |
-9,000
| Closed | -$271K | – | 95 |
|
|
2021
Q3 | $271K | Hold |
9,000
| – | – | 0.17% | 86 |
|
|
2021
Q2 | $259K | Buy |
+9,000
| New | +$259K | 0.16% | 83 |
|
|
2020
Q4 | $221K | Buy |
+9,000
| New | +$221K | 0.15% | 82 |
|
|
2020
Q1 | – | Sell |
-9,000
| Closed | -$326K | – | 72 |
|
|
2019
Q4 | $326K | Buy |
+9,000
| New | +$326K | 0.29% | 55 |
|