Pinnacle Holdings’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 | $2.21M | Buy |
76,828
+193
| +0.3% | +$5.55K | 0.8% | 48 |
|
2025
Q1 | $2.27M | Sell |
76,635
-353
| -0.5% | -$10.5K | 0.86% | 40 |
|
2024
Q4 | $2.24M | Sell |
76,988
-1,120
| -1% | -$32.6K | 0.85% | 37 |
|
2024
Q3 | $2.23M | Sell |
78,108
-3,713
| -5% | -$106K | 0.87% | 36 |
|
2024
Q2 | $1.84M | Buy |
81,821
+2,806
| +4% | +$63.1K | 0.75% | 48 |
|
2024
Q1 | $1.85M | Buy |
79,015
+6,600
| +9% | +$155K | 0.74% | 49 |
|
2023
Q4 | $1.95M | Hold |
72,415
| – | – | 0.8% | 39 |
|
2023
Q3 | $1.47M | Sell |
72,415
-3,340
| -4% | -$67.9K | 0.69% | 57 |
|
2023
Q2 | $1.62M | Buy |
75,755
+1,246
| +2% | +$26.6K | 0.72% | 52 |
|
2023
Q1 | $1.82M | Buy |
74,509
+2,485
| +3% | +$60.7K | 0.84% | 42 |
|
2022
Q4 | $2.29M | Sell |
72,024
-1,251
| -2% | -$39.7K | 1.02% | 27 |
|
2022
Q3 | $2M | Sell |
73,275
-676
| -0.9% | -$18.4K | 0.94% | 29 |
|
2022
Q2 | $2.2M | Buy |
73,951
+8,895
| +14% | +$264K | 1.01% | 27 |
|
2022
Q1 | $2.15M | Sell |
65,056
-196
| -0.3% | -$6.49K | 0.85% | 35 |
|
2021
Q4 | $2.11M | Sell |
65,252
-40
| -0.1% | -$1.3K | 0.89% | 32 |
|
2021
Q3 | $1.97M | Buy |
65,292
+5,407
| +9% | +$163K | 0.86% | 35 |
|
2021
Q2 | $1.72M | Sell |
59,885
-1,019
| -2% | -$29.3K | 0.79% | 49 |
|
2021
Q1 | $1.89M | Hold |
60,904
| – | – | 0.87% | 33 |
|
2020
Q4 | $1.49M | Buy |
60,904
+45,745
| +302% | +$1.12M | 0.79% | 45 |
|
2020
Q3 | $271K | Buy |
15,159
+1,120
| +8% | +$20K | 0.16% | 133 |
|
2020
Q2 | $281K | Hold |
14,039
| – | – | 0.13% | 129 |
|
2020
Q1 | $294K | Sell |
14,039
-905
| -6% | -$19K | 0.17% | 118 |
|
2019
Q4 | $541K | Hold |
14,944
| – | – | 0.2% | 124 |
|
2019
Q3 | $456K | Buy |
14,944
+4,645
| +45% | +$142K | 0.17% | 130 |
|
2019
Q2 | $288K | Hold |
10,299
| – | – | 0.11% | 142 |
|
2019
Q1 | $281K | Hold |
10,299
| – | – | 0.11% | 145 |
|
2018
Q4 | $256K | Buy |
10,299
+70
| +0.7% | +$1.74K | 0.11% | 148 |
|
2018
Q3 | $341K | Hold |
10,229
| – | – | 0.12% | 143 |
|
2018
Q2 | $346K | Hold |
10,229
| – | – | 0.12% | 145 |
|
2018
Q1 | $341K | Hold |
10,229
| – | – | 0.13% | 146 |
|
2017
Q4 | $343K | Hold |
10,229
| – | – | 0.12% | 148 |
|
2017
Q3 | $345K | Hold |
10,229
| – | – | 0.13% | 148 |
|
2017
Q2 | $347K | Hold |
10,229
| – | – | 0.13% | 144 |
|
2017
Q1 | $351K | Sell |
10,229
-735
| -7% | -$25.2K | 0.14% | 142 |
|
2016
Q4 | $412K | Hold |
10,964
| – | – | 0.16% | 143 |
|
2016
Q3 | $333K | Hold |
10,964
| – | – | 0.13% | 146 |
|
2016
Q2 | $313K | Buy |
10,964
+335
| +3% | +$9.57K | 0.13% | 143 |
|
2016
Q1 | $292K | Buy |
10,629
+1,930
| +22% | +$53K | 0.14% | 143 |
|
2015
Q4 | $265K | Hold |
8,699
| – | – | 0.12% | 144 |
|
2015
Q3 | $255K | Hold |
8,699
| – | – | 0.11% | 147 |
|
2015
Q2 | $286K | Hold |
8,699
| – | – | 0.1% | 151 |
|
2015
Q1 | $251K | Sell |
8,699
-205
| -2% | -$5.91K | 0.09% | 156 |
|
2014
Q4 | $257K | Sell |
8,904
-630
| -7% | -$18.2K | 0.08% | 155 |
|
2014
Q3 | $219K | Hold |
9,534
| – | – | 0.06% | 160 |
|
2014
Q2 | $229K | Buy |
9,534
+590
| +7% | +$14.2K | 0.06% | 159 |
|
2014
Q1 | $226K | Buy |
8,944
+930
| +12% | +$23.5K | 0.06% | 154 |
|
2013
Q4 | $218K | Hold |
8,014
| – | – | 0.06% | 146 |
|
2013
Q3 | $206K | Sell |
8,014
-365
| -4% | -$9.38K | 0.07% | 146 |
|
2013
Q2 | $202K | Buy |
+8,379
| New | +$202K | 0.06% | 149 |
|