Beacon Pointe Advisors’s MDU Resources MDU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-43,659
Closed -$738K 1248
2025
Q1
$738K Sell
43,659
-189,977
-81% -$3.21M 0.01% 719
2024
Q4
$4.21M Sell
233,636
-83,165
-26% -$1.5M 0.05% 314
2024
Q3
$4.81M Sell
316,801
-55,412
-15% -$841K 0.06% 298
2024
Q2
$5.18M Buy
372,213
+257,632
+225% +$3.58M 0.06% 269
2024
Q1
$1.6M Buy
+114,581
New +$1.6M 0.02% 543
2022
Q2
Sell
-20,618
Closed -$209K 1156
2022
Q1
$209K Buy
+20,618
New +$209K ﹤0.01% 1112