RAFFA WEALTH MANAGEMENT, LLC’s MidWestOne Financial Group MOFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-24
| Closed | -$924 | – | 1527 |
|
|
2025
Q4 | $924 | Hold |
24
| – | – | ﹤0.01% | 935 |
|
|
2025
Q3 | $679 | Hold |
24
| – | – | ﹤0.01% | 992 |
|
|
2025
Q2 | $690 | Hold |
24
| – | – | ﹤0.01% | 941 |
|
|
2025
Q1 | $711 | Hold |
24
| – | – | ﹤0.01% | 899 |
|
|
2024
Q4 | $699 | Hold |
24
| – | – | ﹤0.01% | 944 |
|
|
2024
Q3 | $685 | Hold |
24
| – | – | ﹤0.01% | 933 |
|
|
2024
Q2 | $540 | Hold |
24
| – | – | ﹤0.01% | 1039 |
|
|
2024
Q1 | $563 | Hold |
24
| – | – | ﹤0.01% | 1024 |
|
|
2023
Q4 | $646 | Hold |
24
| – | – | ﹤0.01% | 928 |
|
|
2023
Q3 | $488 | Hold |
24
| – | – | ﹤0.01% | 950 |
|
|
2023
Q2 | $513 | Hold |
24
| – | – | ﹤0.01% | 964 |
|
|
2023
Q1 | $586 | Hold |
24
| – | – | ﹤0.01% | 935 |
|
|
2022
Q4 | $762 | Hold |
24
| – | – | ﹤0.01% | 851 |
|
|
2022
Q3 | $655 | Hold |
24
| – | – | ﹤0.01% | 944 |
|
|
2022
Q2 | $713 | Hold |
24
| – | – | ﹤0.01% | 923 |
|
|
2022
Q1 | $794 | Hold |
24
| – | – | ﹤0.01% | 940 |
|
|
2021
Q4 | $777 | Hold |
24
| – | – | ﹤0.01% | 962 |
|
|
2021
Q3 | $724 | Hold |
24
| – | – | ﹤0.01% | 956 |
|
|
2021
Q2 | $690 | Hold |
24
| – | – | ﹤0.01% | 968 |
|
|
2021
Q1 | $743 | Buy |
+24
| New | +$682 | ﹤0.01% | 942 |
|
Other funds holding MOFG
RAFFA WEALTH MANAGEMENT, LLC's MOFG Position: Q1 2026 in Review
RAFFA WEALTH MANAGEMENT, LLC sold out of MidWestOne Financial Group (MOFG) in Q1 2026, closing a stake of 24 shares — an estimated $924 sold.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in MOFG in Q1 2021 and held it in 20 quarters. The position peaked at $924 in Q4 2025. 2 funds tracked by Wall St. Rank hold MOFG as of Q1 2026.
- RAFFA WEALTH MANAGEMENT, LLC reported no remaining MidWestOne Financial Group position as of Q1 2026 after selling out during the quarter.
- RAFFA WEALTH MANAGEMENT, LLC sold 24 MidWestOne Financial Group shares in Q1 2026, an estimated $924.
- RAFFA WEALTH MANAGEMENT, LLC first reported a position in MidWestOne Financial Group in Q1 2021 and held it in 20 quarters.
- RAFFA WEALTH MANAGEMENT, LLC's MidWestOne Financial Group position peaked at $924 in Q4 2025.
- 2 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q1 2026.
Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q1 2026, filed 27 Jul 2026.