Midwest Heritage Bank, Fsb Purchases and Sells in Q1 2025

Midwest Heritage Bank, Fsb

$227 Million
Q1 2025

Top Buys

Incresed Positions

28 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DUHP	147K + 47.12%	$32.57 - $35.82 $4.78M - $5.26M	458K $15.2M
CGDV	116K + 22.78%	$34.95 - $37.36 $4.07M - $4.35M	627K $22.4M
CGCP	168K + 20.68%	$21.94 - $22.64 $3.69M - $3.81M	981K $22M
DFAI	61.2K + 19.01%	$28.88 - $32.4 $1.77M - $1.98M	383K $12M
CGUS	110K + 13.17%	$33.08 - $36.62 $3.65M - $4.04M	949K $31.7M
DFAC	112K + 9.95%	$32.42 - $36.13 $3.65M - $4.06M	1.24M $41M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-A	1 New	$663000.0 - $801950.0 $663K - $802K	1 $798K
OC	1.81K New	$137.83 - $191.19 $249K - $346K	1.81K $258K
BRK-B	457 New	$442.66 - $534.52 $202K - $244K	457 $243K
PFG	2.8K New	$76.34 - $89.04 $214K - $250K	2.8K $236K
CASY	531 New	$378.71 - $442.54 $201K - $235K	531 $230K
IBM	811 New	$217.4 - $264.74 $176K - $215K	811 $201K

Top Sells

Reduced Positions

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FTA	-59.3K - 44.57%	$74.42 - $80.34 $4.42M - $4.77M	73.8K $5.66M
FTSL	-32.6K - 59.79%	$45.65 - $46.48 $1.49M - $1.51M	21.9K $1M
DFCF	-26.9K - 56.18%	$40.79 - $42.32 $1.1M - $1.14M	21K $882K
SPLG	-3.67K - 3.67%	$64.88 - $72.1 $238K - $264K	96.2K $6.32M
DFIP	-11.9K - 59.68%	$40.27 - $42.11 $478K - $499K	8.01K $337K
SCHZ	-6.07K - 30.38%	$22.46 - $23.26 $136K - $141K	13.9K $321K

Activity Summary All Purchases 35 New Holdings 7 Increased Positions 28 All Sells 17 Reductions 17 Sold out 0 Calls 0 Puts 0

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