UBS Group’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 | $1.85M | Buy |
64,425
+2,879
| +5% | +$82.8K | ﹤0.01% | 3893 |
|
2025
Q1 | $1.82M | Buy |
61,546
+36,630
| +147% | +$1.08M | ﹤0.01% | 3772 |
|
2024
Q4 | $726K | Buy |
24,916
+16,240
| +187% | +$473K | ﹤0.01% | 4460 |
|
2024
Q3 | $248K | Buy |
8,676
+2,420
| +39% | +$69K | ﹤0.01% | 4544 |
|
2024
Q2 | $141K | Sell |
6,256
-9,890
| -61% | -$222K | ﹤0.01% | 4799 |
|
2024
Q1 | $378K | Sell |
16,146
-1,784
| -10% | -$41.8K | ﹤0.01% | 4286 |
|
2023
Q4 | $482K | Buy |
17,930
+8,054
| +82% | +$217K | ﹤0.01% | 4003 |
|
2023
Q3 | $201K | Sell |
9,876
-92
| -0.9% | -$1.87K | ﹤0.01% | 4280 |
|
2023
Q2 | $213K | Buy |
9,968
+3,122
| +46% | +$66.7K | ﹤0.01% | 4407 |
|
2023
Q1 | $167K | Sell |
6,846
-25
| -0.4% | -$610 | ﹤0.01% | 4477 |
|
2022
Q4 | $218K | Buy |
6,871
+5,779
| +529% | +$183K | ﹤0.01% | 4305 |
|
2022
Q3 | $30K | Sell |
1,092
-11
| -1% | -$302 | ﹤0.01% | 5800 |
|
2022
Q2 | $33K | Sell |
1,103
-2,689
| -71% | -$80.5K | ﹤0.01% | 5275 |
|
2022
Q1 | $126K | Sell |
3,792
-2,291
| -38% | -$76.1K | ﹤0.01% | 4725 |
|
2021
Q4 | $197K | Buy |
6,083
+4,297
| +241% | +$139K | ﹤0.01% | 4664 |
|
2021
Q3 | $54K | Sell |
1,786
-566
| -24% | -$17.1K | ﹤0.01% | 5185 |
|
2021
Q2 | $68K | Sell |
2,352
-4,759
| -67% | -$138K | ﹤0.01% | 5113 |
|
2021
Q1 | $220K | Sell |
7,111
-312
| -4% | -$9.65K | ﹤0.01% | 4449 |
|
2020
Q4 | $182K | Buy |
7,423
+3,636
| +96% | +$89.1K | ﹤0.01% | 4330 |
|
2020
Q3 | $68K | Sell |
3,787
-3,075
| -45% | -$55.2K | ﹤0.01% | 4590 |
|
2020
Q2 | $137K | Sell |
6,862
-1,478
| -18% | -$29.5K | ﹤0.01% | 4265 |
|
2020
Q1 | $175K | Sell |
8,340
-7,322
| -47% | -$154K | ﹤0.01% | 3987 |
|
2019
Q4 | $567K | Buy |
15,662
+6,128
| +64% | +$222K | ﹤0.01% | 3800 |
|
2019
Q3 | $291K | Buy |
9,534
+6,805
| +249% | +$208K | ﹤0.01% | 4099 |
|
2019
Q2 | $76K | Buy |
2,729
+2,117
| +346% | +$59K | ﹤0.01% | 4738 |
|
2019
Q1 | $17K | Sell |
612
-4,016
| -87% | -$112K | ﹤0.01% | 5602 |
|
2018
Q4 | $115K | Buy |
4,628
+938
| +25% | +$23.3K | ﹤0.01% | 4546 |
|
2018
Q3 | $123K | Buy |
3,690
+1,634
| +79% | +$54.5K | ﹤0.01% | 4553 |
|
2018
Q2 | $69K | Buy |
2,056
+1,427
| +227% | +$47.9K | ﹤0.01% | 4847 |
|
2018
Q1 | $21K | Sell |
629
-464
| -42% | -$15.5K | ﹤0.01% | 5513 |
|
2017
Q4 | $37K | Sell |
1,093
-162
| -13% | -$5.48K | ﹤0.01% | 5125 |
|
2017
Q3 | $42K | Buy |
1,255
+667
| +113% | +$22.3K | ﹤0.01% | 5026 |
|
2017
Q2 | $20K | Buy |
588
+281
| +92% | +$9.56K | ﹤0.01% | 5361 |
|
2017
Q1 | $11K | Sell |
307
-1,680
| -85% | -$60.2K | ﹤0.01% | 5631 |
|
2016
Q4 | $75K | Buy |
1,987
+721
| +57% | +$27.2K | ﹤0.01% | 4604 |
|
2016
Q3 | $38K | Buy |
1,266
+665
| +111% | +$20K | ﹤0.01% | 4861 |
|
2016
Q2 | $17K | Buy |
+601
| New | +$17K | ﹤0.01% | 5536 |
|
2015
Q2 | – | Sell |
-916
| Closed | -$26K | – | 6841 |
|
2015
Q1 | $26K | Sell |
916
-53
| -5% | -$1.5K | ﹤0.01% | 5169 |
|
2014
Q4 | $28K | Buy |
+969
| New | +$28K | ﹤0.01% | 5212 |
|