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 |
|