Valeo Financial Advisors’s Midland States Bancorp MSBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $327K | Sell |
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|
2025
Q2 | $331K | Buy |
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|
2025
Q1 | $311K | Hold |
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|
2024
Q4 | $443K | Sell |
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|
2024
Q3 | $493K | Sell |
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|
2024
Q2 | $588K | Sell |
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|
2024
Q1 | $739K | Hold |
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|
2023
Q4 | $837K | Sell |
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|
2023
Q3 | $819K | Hold |
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|
2023
Q2 | $794K | Sell |
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|
2023
Q1 | $902K | Buy |
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|
2022
Q4 | $961K | Sell |
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|
2022
Q3 | $940K | Sell |
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|
2022
Q2 | $964K | Hold |
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|
2022
Q1 | $1.16M | Sell |
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|
2021
Q4 | $1.07M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $69K | Sell |
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|
2020
Q4 | $54K | Buy |
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|
2020
Q3 | $32K | Hold |
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|
2020
Q2 | $37K | Sell |
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|
2020
Q1 | $44K | Sell |
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|
2019
Q4 | $162K | Sell |
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|
2019
Q3 | $174K | Sell |
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|
2019
Q2 | $232K | Hold |
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|
2019
Q1 | $209K | Sell |
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|
2018
Q4 | $288K | Buy |
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|
2018
Q3 | $341K | Hold |
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|
2018
Q2 | $436K | Hold |
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|
2018
Q1 | $399K | Sell |
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|
2017
Q4 | $434K | Sell |
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|
2017
Q3 | $465K | Buy |
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