Bailard’s MDU Resources MDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-27,788
| Closed | -$495K | – | 831 |
|
|
2025
Q3 | $495K | Hold |
27,788
| – | – | 0.01% | 498 |
|
|
2025
Q2 | $463K | Buy |
27,788
+4,000
| +17% | +$67.3K | 0.01% | 511 |
|
|
2025
Q1 | $402K | Sell |
23,788
-19,500
| -45% | -$337K | 0.01% | 501 |
|
|
2024
Q4 | $780K | Buy |
43,288
+5,946
| +16% | +$104K | 0.02% | 343 |
|
|
2024
Q3 | $567K | Hold |
37,342
| – | – | 0.01% | 444 |
|
|
2024
Q2 | $519K | Hold |
37,342
| – | – | 0.01% | 445 |
|
|
2024
Q1 | $521K | Sell |
37,342
-15,003
| -29% | -$174K | 0.01% | 452 |
|
|
2023
Q4 | $574K | Buy |
52,345
+3,249
| +7% | +$34.3K | 0.02% | 434 |
|
|
2023
Q3 | $533K | Buy |
49,096
+19,133
| +64% | +$220K | 0.02% | 403 |
|
|
2023
Q2 | $348K | Sell |
29,963
-13,693
| -31% | -$154K | 0.01% | 471 |
|
|
2023
Q1 | $506K | Hold |
43,656
| – | – | 0.02% | 391 |
|
|
2022
Q4 | $504K | Hold |
43,656
| – | – | 0.02% | 397 |
|
|
2022
Q3 | $454K | Hold |
43,656
| – | – | 0.02% | 380 |
|
|
2022
Q2 | $448K | Buy |
43,656
+6,312
| +17% | +$64.2K | 0.02% | 392 |
|
|
2022
Q1 | $378K | Hold |
37,344
| – | – | 0.01% | 467 |
|
|
2021
Q4 | $438K | Hold |
37,344
| – | – | 0.01% | 430 |
|
|
2021
Q3 | $421K | Sell |
37,344
-6,575
| -15% | -$78.7K | 0.01% | 435 |
|
|
2021
Q2 | $523K | Hold |
43,919
| – | – | 0.02% | 399 |
|
|
2021
Q1 | $528K | Hold |
43,919
| – | – | 0.02% | 380 |
|
|
2020
Q4 | $440K | Buy |
43,919
+13,938
| +46% | +$130K | 0.02% | 356 |
|
|
2020
Q3 | $257K | Buy |
29,981
+3,156
| +12% | +$27.1K | 0.01% | 414 |
|
|
2020
Q2 | $226K | Sell |
26,825
-22,354
| -45% | -$186K | 0.01% | 416 |
|
|
2020
Q1 | $402K | Buy |
49,179
+2,367
| +5% | +$24.9K | 0.03% | 260 |
|
|
2019
Q4 | $529K | Buy |
+46,812
| New | +$511K | 0.03% | 264 |
|
Other funds holding MDU
RRAM
