Wellington Management 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 | $35M | Buy |
1,215,494
+175,387
| +17% | +$5.05M | 0.01% | 778 |
|
|
2025
Q1 | $30.8M | Sell |
1,040,107
-6,344
| -0.6% | -$188K | 0.01% | 821 |
|
|
2024
Q4 | $30.5M | Buy |
1,046,451
+246,117
| +31% | +$7.17M | 0.01% | 851 |
|
|
2024
Q3 | $22.8M | Buy |
800,334
+608,883
| +318% | +$17.4M | ﹤0.01% | 915 |
|
|
2024
Q2 | $4.31M | Buy |
191,451
+43,341
| +29% | +$975K | ﹤0.01% | 1347 |
|
|
2024
Q1 | $3.47M | Buy |
148,110
+119,522
| +418% | +$2.8M | ﹤0.01% | 1413 |
|
|
2023
Q4 | $769K | Buy |
+28,588
| New | +$769K | ﹤0.01% | 1664 |
|
|
2017
Q4 | – | Sell |
-446,902
| Closed | -$15.1M | – | 2195 |
|
|
2017
Q3 | $15.1M | Sell |
446,902
-28,788
| -6% | -$972K | ﹤0.01% | 1162 |
|
|
2017
Q2 | $16.1M | Sell |
475,690
-108,487
| -19% | -$3.68M | ﹤0.01% | 1101 |
|
|
2017
Q1 | $20M | Buy |
+584,177
| New | +$20M | ﹤0.01% | 1031 |
|
|
2016
Q2 | – | Sell |
-84,892
| Closed | -$2.33M | – | 2122 |
|
|
2016
Q1 | $2.33M | Sell |
84,892
-558
| -0.7% | -$15.3K | ﹤0.01% | 1556 |
|
|
2015
Q4 | $2.6M | Sell |
85,450
-26,200
| -23% | -$797K | ﹤0.01% | 1550 |
|
|
2015
Q3 | $3.27M | Hold |
111,650
| – | – | ﹤0.01% | 1467 |
|
|
2015
Q2 | $3.52M | Buy |
111,650
+100,000
| +858% | +$3.15M | ﹤0.01% | 1502 |
|
|
2015
Q1 | $336K | Hold |
11,650
| – | – | ﹤0.01% | 2058 |
|
|
2014
Q4 | $335K | Hold |
11,650
| – | – | ﹤0.01% | 2066 |
|
|
2014
Q3 | $268K | Sell |
11,650
-71,066
| -86% | -$1.63M | ﹤0.01% | 2087 |
|
|
2014
Q2 | $1.98M | Sell |
82,716
-272,284
| -77% | -$6.53M | ﹤0.01% | 1684 |
|
|
2014
Q1 | $8.96M | Buy |
355,000
+1,560
| +0.4% | +$39.4K | ﹤0.01% | 1285 |
|
|
2013
Q4 | $9.61M | Buy |
353,440
+13,300
| +4% | +$362K | ﹤0.01% | 1251 |
|
|
2013
Q3 | $8.75M | Buy |
340,140
+14,954
| +5% | +$384K | ﹤0.01% | 1257 |
|
|
2013
Q2 | $7.82M | Buy |
+325,186
| New | +$7.82M | ﹤0.01% | 1270 |
|