Kennedy Capital Management’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 |
-36,907
| Closed | -$1.09M | – | 641 |
|
|
2025
Q1 | $1.09M | Sell |
36,907
-44,920
| -55% | -$1.33M | 0.03% | 501 |
|
|
2024
Q4 | $2.38M | Buy |
81,827
+17,086
| +26% | +$498K | 0.05% | 486 |
|
|
2024
Q3 | $1.85M | Buy |
+64,741
| New | +$1.85M | 0.04% | 523 |
|
|
2019
Q2 | – | Sell |
-60,330
| Closed | -$1.64M | – | 715 |
|
|
2019
Q1 | $1.64M | Sell |
60,330
-5,176
| -8% | -$141K | 0.04% | 566 |
|
|
2018
Q4 | $1.63M | Sell |
65,506
-120,203
| -65% | -$2.99M | 0.04% | 557 |
|
|
2018
Q3 | $6.19M | Sell |
185,709
-98,570
| -35% | -$3.28M | 0.12% | 330 |
|
|
2018
Q2 | $9.6M | Sell |
284,279
-28,569
| -9% | -$965K | 0.18% | 176 |
|
|
2018
Q1 | $10.4M | Buy |
312,848
+7,495
| +2% | +$250K | 0.2% | 142 |
|
|
2017
Q4 | $10.2M | Sell |
305,353
-11,729
| -4% | -$393K | 0.18% | 170 |
|
|
2017
Q3 | $10.7M | Buy |
317,082
+115,881
| +58% | +$3.91M | 0.19% | 170 |
|
|
2017
Q2 | $6.82M | Buy |
201,201
+4,243
| +2% | +$144K | 0.13% | 274 |
|
|
2017
Q1 | $6.75M | Buy |
196,958
+156,954
| +392% | +$5.38M | 0.12% | 305 |
|
|
2016
Q4 | $1.5M | Hold |
40,004
| – | – | 0.03% | 634 |
|
|
2016
Q3 | $1.22M | Buy |
40,004
+2,007
| +5% | +$61K | 0.02% | 642 |
|
|
2016
Q2 | $1.09M | Buy |
37,997
+25,114
| +195% | +$717K | 0.02% | 645 |
|
|
2016
Q1 | $354K | Buy |
+12,883
| New | +$354K | 0.01% | 704 |
|