LSV Asset 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
Q1 | – | Sell |
-133,780
| Closed | -$3.9M | – | 851 |
|
|
2024
Q4 | $3.9M | Sell |
133,780
-10,502
| -7% | -$306K | 0.01% | 514 |
|
|
2024
Q3 | $4.12M | Sell |
144,282
-6,800
| -5% | -$194K | 0.01% | 520 |
|
|
2024
Q2 | $3.4M | Sell |
151,082
-3,840
| -2% | -$86.4K | 0.01% | 562 |
|
|
2024
Q1 | $3.63M | Hold |
154,922
| – | – | 0.01% | 552 |
|
|
2023
Q4 | $4.17M | Sell |
154,922
-3,700
| -2% | -$99.6K | 0.01% | 543 |
|
|
2023
Q3 | $3.23M | Buy |
158,622
+14,800
| +10% | +$301K | 0.01% | 566 |
|
|
2023
Q2 | $3.07M | Buy |
143,822
+2,400
| +2% | +$51.3K | 0.01% | 574 |
|
|
2023
Q1 | $3.45M | Sell |
141,422
-900
| -0.6% | -$22K | 0.01% | 558 |
|
|
2022
Q4 | $4.52M | Buy |
142,322
+47,216
| +50% | +$1.5M | 0.01% | 524 |
|
|
2022
Q3 | $2.6M | Sell |
95,106
-18,800
| -17% | -$513K | 0.01% | 569 |
|
|
2022
Q2 | $3.39M | Buy |
113,906
+8,226
| +8% | +$244K | 0.01% | 559 |
|
|
2022
Q1 | $3.5M | Buy |
105,680
+1,392
| +1% | +$46.1K | 0.01% | 581 |
|
|
2021
Q4 | $3.38M | Buy |
104,288
+7,200
| +7% | +$233K | 0.01% | 588 |
|
|
2021
Q3 | $2.93M | Hold |
97,088
| – | – | 0.01% | 609 |
|
|
2021
Q2 | $2.79M | Hold |
97,088
| – | – | ﹤0.01% | 621 |
|
|
2021
Q1 | $3.01M | Sell |
97,088
-2,500
| -3% | -$77.4K | 0.01% | 623 |
|
|
2020
Q4 | $2.44M | Sell |
99,588
-3,700
| -4% | -$90.6K | ﹤0.01% | 653 |
|
|
2020
Q3 | $1.85M | Sell |
103,288
-13,000
| -11% | -$232K | ﹤0.01% | 667 |
|
|
2020
Q2 | $2.33M | Sell |
116,288
-7,700
| -6% | -$154K | ﹤0.01% | 651 |
|
|
2020
Q1 | $2.6M | Buy |
123,988
+4,500
| +4% | +$94.2K | 0.01% | 593 |
|
|
2019
Q4 | $4.33M | Sell |
119,488
-28,700
| -19% | -$1.04M | 0.01% | 592 |
|
|
2019
Q3 | $4.52M | Sell |
148,188
-500
| -0.3% | -$15.3K | 0.01% | 568 |
|
|
2019
Q2 | $4.16M | Sell |
148,688
-2,100
| -1% | -$58.7K | 0.01% | 580 |
|
|
2019
Q1 | $4.11M | Hold |
150,788
| – | – | 0.01% | 588 |
|
|
2018
Q4 | $3.74M | Buy |
150,788
+13,036
| +9% | +$324K | 0.01% | 599 |
|
|
2018
Q3 | $4.59M | Sell |
137,752
-5,146
| -4% | -$171K | 0.01% | 615 |
|
|
2018
Q2 | $4.83M | Buy |
142,898
+21,149
| +17% | +$714K | 0.01% | 613 |
|
|
2018
Q1 | $4.05M | Hold |
121,749
| – | – | 0.01% | 625 |
|
|
2017
Q4 | $4.08M | Buy |
121,749
+2,429
| +2% | +$81.4K | 0.01% | 616 |
|
|
2017
Q3 | $4.03M | Sell |
119,320
-3,900
| -3% | -$132K | 0.01% | 620 |
|
|
2017
Q2 | $4.18M | Hold |
123,220
| – | – | 0.01% | 593 |
|
|
2017
Q1 | $4.23M | Buy |
123,220
+26,964
| +28% | +$925K | 0.01% | 588 |
|
|
2016
Q4 | $3.62M | Buy |
96,256
+293
| +0.3% | +$11K | 0.01% | 616 |
|
|
2016
Q3 | $2.91M | Hold |
95,963
| – | – | 0.01% | 622 |
|
|
2016
Q2 | $2.74M | Sell |
95,963
-6,600
| -6% | -$188K | 0.01% | 627 |
|
|
2016
Q1 | $2.82M | Sell |
102,563
-3,200
| -3% | -$87.8K | 0.01% | 605 |
|
|
2015
Q4 | $3.22M | Buy |
105,763
+922
| +0.9% | +$28K | 0.01% | 574 |
|
|
2015
Q3 | $3.07M | Hold |
104,841
| – | – | 0.01% | 566 |
|
|
2015
Q2 | $3.45M | Hold |
104,841
| – | – | 0.01% | 545 |
|
|
2015
Q1 | $3.02M | Buy |
104,841
+4,166
| +4% | +$120K | 0.01% | 548 |
|
|
2014
Q4 | $2.9M | Buy |
100,675
+7,934
| +9% | +$229K | 0.01% | 552 |
|
|
2014
Q3 | $2.13M | Buy |
92,741
+7,226
| +8% | +$166K | ﹤0.01% | 589 |
|
|
2014
Q2 | $2.05M | Hold |
85,515
| – | – | ﹤0.01% | 590 |
|
|
2014
Q1 | $2.16M | Sell |
85,515
-4,211
| -5% | -$106K | 0.01% | 561 |
|
|
2013
Q4 | $2.44M | Buy |
89,726
+8,985
| +11% | +$244K | 0.01% | 548 |
|
|
2013
Q3 | $2.08M | Buy |
80,741
+2,604
| +3% | +$66.9K | 0.01% | 568 |
|
|
2013
Q2 | $1.88M | Buy |
+78,137
| New | +$1.88M | 0.01% | 572 |
|