SEI Investments’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 | $617K | Sell |
21,431
-1,952
| -8% | -$56.2K | ﹤0.01% | 2098 |
|
|
2025
Q1 | $692K | Buy |
23,383
+3,711
| +19% | +$110K | ﹤0.01% | 2028 |
|
|
2024
Q4 | $573K | Buy |
19,672
+2,023
| +11% | +$58.9K | ﹤0.01% | 2141 |
|
|
2024
Q3 | $504K | Buy |
+17,649
| New | +$504K | ﹤0.01% | 2181 |
|
|
2022
Q3 | – | Sell |
-17,765
| Closed | -$528K | – | 2698 |
|
|
2022
Q2 | $528K | Sell |
17,765
-200
| -1% | -$5.94K | ﹤0.01% | 2077 |
|
|
2022
Q1 | $595K | Sell |
17,965
-3,700
| -17% | -$123K | ﹤0.01% | 2013 |
|
|
2021
Q4 | $701K | Buy |
21,665
+11,672
| +117% | +$378K | ﹤0.01% | 1978 |
|
|
2021
Q3 | $301K | Hold |
9,993
| – | – | ﹤0.01% | 2309 |
|
|
2021
Q2 | $287K | Hold |
9,993
| – | – | ﹤0.01% | 2329 |
|
|
2021
Q1 | $309K | Hold |
9,993
| – | – | ﹤0.01% | 2232 |
|
|
2020
Q4 | $245K | Sell |
9,993
-1,200
| -11% | -$29.4K | ﹤0.01% | 2295 |
|
|
2020
Q3 | $200K | Hold |
11,193
| – | – | ﹤0.01% | 2249 |
|
|
2020
Q2 | $224K | Buy |
+11,193
| New | +$224K | ﹤0.01% | 2196 |
|
|
2020
Q1 | – | Sell |
-6,393
| Closed | -$232K | – | 2405 |
|
|
2019
Q4 | $232K | Buy |
+6,393
| New | +$232K | ﹤0.01% | 2234 |
|
|
2019
Q2 | – | Sell |
-4,639
| Closed | -$126K | – | 2630 |
|
|
2019
Q1 | $126K | Buy |
+4,639
| New | +$126K | ﹤0.01% | 2427 |
|
|
2018
Q3 | – | Sell |
-11,528
| Closed | -$390K | – | 3071 |
|
|
2018
Q2 | $390K | Buy |
11,528
+8
| +0.1% | +$271 | ﹤0.01% | 1868 |
|
|
2018
Q1 | $384K | Buy |
11,520
+7
| +0.1% | +$233 | ﹤0.01% | 1693 |
|
|
2017
Q4 | $386K | Hold |
11,513
| – | – | ﹤0.01% | 1737 |
|
|
2017
Q3 | $388K | Buy |
11,513
+10
| +0.1% | +$337 | ﹤0.01% | 1703 |
|
|
2017
Q2 | $390K | Hold |
11,503
| – | – | ﹤0.01% | 1698 |
|
|
2017
Q1 | $394K | Sell |
11,503
-190
| -2% | -$6.51K | ﹤0.01% | 1636 |
|
|
2016
Q4 | $440K | Hold |
11,693
| – | – | ﹤0.01% | 1615 |
|
|
2016
Q3 | $355K | Buy |
+11,693
| New | +$355K | ﹤0.01% | 1539 |
|