MidWestOne Financial Group’s Salesforce CRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$1.64M	Buy	6,198 +1,175	+23%	+$292K	0.18%	113
2025 Q3	$1.19M	Sell	5,023 -978	-16%	-$247K	0.14%	138
2025 Q2	$1.64M	Sell	6,001 -192	-3%	-$51.3K	0.21%	110
2025 Q1	$1.66M	Sell	6,193 -656	-10%	-$204K	0.24%	98
2024 Q4	$2.29M	Sell	6,849 -398	-5%	-$127K	0.32%	71
2024 Q3	$1.98M	Sell	7,247 -109	-1%	-$27.9K	0.27%	80
2024 Q2	$1.89M	Sell	7,356 -300	-4%	-$80.3K	0.34%	72
2024 Q1	$2.31M	Buy	7,656 +390	+5%	+$113K	0.41%	61
2023 Q4	$1.91M	Sell	7,266 -312	-4%	-$70.6K	0.36%	68
2023 Q3	$1.54M	Sell	7,578 -22	-0.3%	-$4.75K	0.35%	70
2023 Q2	$1.61M	Buy	7,600 +202	+3%	+$41.2K	0.35%	68
2023 Q1	$1.48M	Buy	7,398 +578	+8%	+$97.6K	0.33%	71
2022 Q4	$904K	Sell	6,820 -1,376	-17%	-$201K	0.2%	118
2022 Q3	$1.18M	Buy	8,196 +76	+0.9%	+$12.9K	0.3%	74
2022 Q2	$1.34M	Buy	8,120 +1,304	+19%	+$230K	0.33%	65
2022 Q1	$1.45M	Buy	6,816 +259	+4%	+$55.7K	0.31%	72
2021 Q4	$1.67M	Buy	6,557 +22	+0.3%	+$6.18K	0.35%	66
2021 Q3	$1.77M	Sell	6,535 -75	-1%	-$19K	0.42%	49
2021 Q2	$1.61M	Buy	6,610 +368	+6%	+$84.8K	0.38%	58
2021 Q1	$1.32M	Buy	6,242 +634	+11%	+$141K	0.32%	72
2020 Q4	$1.25M	Buy	5,608 +184	+3%	+$44.7K	0.34%	67
2020 Q3	$1.36M	Sell	5,424 -631	-10%	-$138K	0.45%	52
2020 Q2	$1.13M	Buy	6,055 +562	+10%	+$94.7K	0.47%	35
2020 Q1	$791K	Sell	5,493 -54	-1%	-$9.26K	0.29%	78
2019 Q4	$902K	Sell	5,547 -158	-3%	-$24.8K	0.19%	96
2019 Q3	$847K	Buy	5,705 +719	+14%	+$109K	0.26%	91
2019 Q2	$756K	Buy	+4,986	New	+$781K	0.21%	126