O'Shaughnessy 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-8,795
| Closed | -$279K | – | 1521 |
|
|
2022
Q4 | $279K | Sell |
8,795
-1,049
| -11% | -$33.3K | ﹤0.01% | 996 |
|
|
2022
Q3 | $269K | Buy |
+9,844
| New | +$269K | 0.01% | 977 |
|
|
2021
Q1 | – | Sell |
-31
| Closed | -$1K | – | 2426 |
|
|
2020
Q4 | $1K | Sell |
31
-229
| -88% | -$7.39K | ﹤0.01% | 1964 |
|
|
2020
Q3 | $5K | Buy |
+260
| New | +$5K | ﹤0.01% | 1489 |
|
|
2016
Q2 | – | Sell |
-552
| Closed | -$15K | – | 979 |
|
|
2016
Q1 | $15K | Sell |
552
-13
| -2% | -$353 | ﹤0.01% | 711 |
|
|
2015
Q4 | $17K | Buy |
565
+16
| +3% | +$481 | ﹤0.01% | 681 |
|
|
2015
Q3 | $16K | Hold |
549
| – | – | ﹤0.01% | 656 |
|
|
2015
Q2 | $18K | Buy |
549
+287
| +110% | +$9.41K | ﹤0.01% | 688 |
|
|
2015
Q1 | $8K | Buy |
+262
| New | +$8K | ﹤0.01% | 766 |
|