A detailed history of Creative Planning transactions in Mid West One Financial Group, Inc. stock. As of the latest transaction made, Creative Planning holds 25,755 shares of MOFG stock, worth $1.01 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
25,755
Previous 26,640 3.32%
Holding current value
$1.01 Million
Previous $766,000 4.96%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

SELL
$26.73 - $30.69 $23,656 - $27,160
-885 Reduced 3.32%
25,755 $728,000
Q2 2025

Aug 08, 2025

SELL
$25.39 - $29.92 $51,617 - $60,827
-2,033 Reduced 7.09%
26,640 $766,000
Q1 2025

May 15, 2025

BUY
$27.63 - $32.79 $136,823 - $162,376
4,952 Added 20.88%
28,673 $849,000
Q4 2024

Feb 14, 2025

BUY
$27.02 - $33.7 $640,941 - $799,397
23,721 New
23,721 $690,000
Q2 2021

Aug 04, 2021

SELL
$28.52 - $32.14 $187,604 - $211,416
-6,578 Closed
0 $0
Q1 2021

Apr 30, 2021

BUY
$24.5 - $32.93 $161,161 - $216,613
6,578 New
6,578 $204,000

Others Institutions Holding MOFG

About MidWestOne Financial Group, Inc.


  • Ticker MOFG
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 15,620,500
  • Market Cap $614M
  • Description
  • MidWestOne Financial Group, Inc. operates as the bank holding company for MidWestOne Bank that provides commercial and retail banking products and services to individuals, businesses, governmental units, and institutional customers. It offers deposit products, such as noninterest bearing and interest-bearing demand deposit accounts, interest che...
More about MOFG
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.