MOFG MIDWESTONE FINL GROUP INC NE

Ownership history in Fourthstone LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Fourthstone LLC reported a position in MIDWESTONE FINL GROUP INC NE (MOFG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.64% (2024 Q3)
Avg. % of fund
0.4%
First filed
2023 Q2
Last filed
2025 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 120,000 +88,640 +282.7% 0.61% $3.4M $27.96
2025 Q2 REDUCED 31,360 -68,740 -68.7% 0.18% $902K $28.20
2024 Q3 ADDED 100,100 +75,000 +298.8% 0.64% $2.9M $27.31
2024 Q2 REDUCED 25,100 -78,307 -75.7% 0.18% $564K $21.35
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MOFG price (monthly, adj. close)
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