Allworth Financial’s MDU Resources MDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $35.9K | Buy |
1,734
+664
| +62% | +$13.6K | ﹤0.01% | 2573 |
|
|
2025
Q4 | $20.9K | Buy |
1,070
+42
| +4% | +$827 | ﹤0.01% | 2791 |
|
|
2025
Q3 | $18.3K | Buy |
1,028
+29
| +3% | +$484 | ﹤0.01% | 2761 |
|
|
2025
Q2 | $16.7K | Sell |
999
-42
| -4% | -$706 | ﹤0.01% | 2634 |
|
|
2025
Q1 | $17.8K | Sell |
1,041
-7
| -0.7% | -$121 | ﹤0.01% | 2152 |
|
|
2024
Q4 | $19.1K | Sell |
1,048
-737
| -41% | -$12.9K | ﹤0.01% | 2138 |
|
|
2024
Q3 | $27.1K | Buy |
1,785
+25
| +1% | +$356 | ﹤0.01% | 1723 |
|
|
2024
Q2 | $25.5K | Hold |
1,760
| – | – | ﹤0.01% | 1725 |
|
|
2024
Q1 | $24.6K | Buy |
1,760
+621
| +55% | +$7.19K | ﹤0.01% | 1657 |
|
|
2023
Q4 | $12.5K | Sell |
1,139
-13
| -1% | -$137 | ﹤0.01% | 1892 |
|
|
2023
Q3 | $12.5K | Sell |
1,152
-1,371
| -54% | -$15.8K | ﹤0.01% | 1761 |
|
|
2023
Q2 | $29.3K | Sell |
2,523
-1,154
| -31% | -$13K | ﹤0.01% | 1335 |
|
|
2023
Q1 | $42.6K | Hold |
3,677
| – | – | ﹤0.01% | 1126 |
|
|
2022
Q4 | $42.4K | Buy |
3,677
+3,595
| +4,384% | +$40.4K | ﹤0.01% | 1073 |
|
|
2022
Q3 | $1K | Buy |
82
+11
| +15% | +$121 | ﹤0.01% | 2433 |
|
|
2022
Q2 | $1K | Hold |
71
| – | – | ﹤0.01% | 2194 |
|
|
2022
Q1 | $1K | Buy |
71
+29
| +69% | +$307 | ﹤0.01% | 1968 |
|
|
2021
Q4 | $0 | Sell |
42
-392
| -90% | -$4.42K | ﹤0.01% | 2052 |
|
|
2021
Q3 | $5K | Buy |
434
+45
| +12% | +$539 | ﹤0.01% | 1529 |
|
|
2021
Q2 | $5K | Buy |
+389
| New | +$4.88K | ﹤0.01% | 1213 |
|
|
2020
Q1 | – | Sell |
-4,810
| Closed | -$54K | – | 1296 |
|
|
2019
Q4 | $54K | Hold |
4,810
| – | – | ﹤0.01% | 358 |
|
|
2019
Q3 | $52K | Hold |
4,810
| – | – | ﹤0.01% | 316 |
|
|
2019
Q2 | $47K | Hold |
4,810
| – | – | ﹤0.01% | 330 |
|
|
2019
Q1 | $47K | Hold |
4,810
| – | – | ﹤0.01% | 319 |
|
|
2018
Q4 | $44K | Hold |
4,810
| – | – | ﹤0.01% | 300 |
|
|
2018
Q3 | $47K | Hold |
4,810
| – | – | ﹤0.01% | 305 |
|
|
2018
Q2 | $52K | Hold |
4,810
| – | – | ﹤0.01% | 277 |
|
|
2018
Q1 | $52K | Hold |
4,810
| – | – | ﹤0.01% | 246 |
|
|
2017
Q4 | $49K | Hold |
4,810
| – | – | ﹤0.01% | 248 |
|
|
2017
Q3 | $47K | Hold |
4,810
| – | – | ﹤0.01% | 247 |
|
|
2017
Q2 | $48K | Hold |
4,810
| – | – | ﹤0.01% | 256 |
|
|
2017
Q1 | $50K | Hold |
4,810
| – | – | ﹤0.01% | 231 |
|
|
2016
Q4 | $53K | Hold |
4,810
| – | – | 0.01% | 208 |
|
|
2016
Q3 | $47K | Hold |
4,810
| – | – | ﹤0.01% | 223 |
|
|
2016
Q2 | $44K | Sell |
4,810
-4,834
| -50% | -$39.4K | ﹤0.01% | 217 |
|
|
2016
Q1 | $71K | Hold |
9,644
| – | – | 0.01% | 182 |
|
|
2015
Q4 | $67K | Hold |
9,644
| – | – | 0.01% | 185 |
|
|
2015
Q3 | $63K | Hold |
9,644
| – | – | 0.02% | 183 |
|
|
2015
Q2 | $72K | Buy |
+9,644
| New | +$77.5K | 0.03% | 171 |
|
Other funds holding MDU
VPM
VCM
