Allworth Financial’s MDU Resources MDU Stock Holding History

Allworth Financial’s Portfolio MDU Stock Details MDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$16.7K	Sell	999 -42	-4%	-$700	﹤0.01%	2626
2025 Q1	$17.8K	Sell	1,041 -7	-0.7%	-$119	﹤0.01%	2145
2024 Q4	$19.1K	Sell	1,048 -737	-41%	-$13.4K	﹤0.01%	2133
2024 Q3	$27.1K	Buy	1,785 +25	+1%	+$380	﹤0.01%	1721
2024 Q2	$25.5K	Hold	1,760	–	–	﹤0.01%	1725
2024 Q1	$24.6K	Buy	1,760 +621	+55%	+$8.67K	﹤0.01%	1657
2023 Q4	$12.5K	Sell	1,139 -13	-1%	-$143	﹤0.01%	1892
2023 Q3	$12.5K	Sell	1,152 -1,371	-54%	-$14.9K	﹤0.01%	1761
2023 Q2	$29.3K	Sell	2,523 -1,154	-31%	-$13.4K	﹤0.01%	1335
2023 Q1	$42.6K	Hold	3,677	–	–	﹤0.01%	1126
2022 Q4	$42.4K	Buy	3,677 +3,595	+4,384%	+$41.5K	﹤0.01%	1073
2022 Q3	$1K	Buy	82 +11	+15%	+$134	﹤0.01%	2431
2022 Q2	$1K	Hold	71	–	–	﹤0.01%	2194
2022 Q1	$1K	Buy	71 +29	+69%	+$408	﹤0.01%	1968
2021 Q4	$0	Sell	42 -392	-90%	–	﹤0.01%	2052
2021 Q3	$5K	Buy	434 +45	+12%	+$518	﹤0.01%	1529
2021 Q2	$5K	Buy	+389	New	+$5K	﹤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%	-$44.2K	﹤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	+$72K	0.03%	171