CAPTRUST Financial 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 | $3.84M | Buy |
230,493
+3,798
| +2% | +$63.3K | 0.01% | 695 |
|
|
2025
Q1 | $3.83M | Buy |
226,695
+12,261
| +6% | +$207K | 0.01% | 657 |
|
|
2024
Q4 | $3.86M | Sell |
214,434
-182,590
| -46% | -$3.29M | 0.01% | 609 |
|
|
2024
Q3 | $6.03M | Sell |
397,024
-8,273
| -2% | -$126K | 0.02% | 486 |
|
|
2024
Q2 | $5.64M | Sell |
405,297
-552
| -0.1% | -$7.68K | 0.02% | 483 |
|
|
2024
Q1 | $5.67M | Sell |
405,849
-43,697
| -10% | -$610K | 0.02% | 457 |
|
|
2023
Q4 | $4.93M | Sell |
449,546
-20,514
| -4% | -$225K | 0.02% | 566 |
|
|
2023
Q3 | $5.1M | Sell |
470,060
-12,371
| -3% | -$134K | 0.02% | 509 |
|
|
2023
Q2 | $5.6M | Sell |
482,431
-223,522
| -32% | -$2.59M | 0.02% | 466 |
|
|
2023
Q1 | $8.18M | Sell |
705,953
-43,619
| -6% | -$506K | 0.04% | 332 |
|
|
2022
Q4 | $8.65M | Sell |
749,572
-11,527
| -2% | -$133K | 0.04% | 321 |
|
|
2022
Q3 | $7.92M | Sell |
761,099
-412,637
| -35% | -$4.29M | 0.05% | 304 |
|
|
2022
Q2 | $12.1M | Sell |
1,173,736
-2,713,297
| -70% | -$28.1M | 0.08% | 215 |
|
|
2022
Q1 | $39.7M | Buy |
3,887,033
+1,081,256
| +39% | +$11M | 0.26% | 96 |
|
|
2021
Q4 | $33.1M | Sell |
2,805,777
-97,098
| -3% | -$1.15M | 0.23% | 108 |
|
|
2021
Q3 | $32.9M | Buy |
2,902,875
+981,768
| +51% | +$11.1M | 0.27% | 93 |
|
|
2021
Q2 | $23M | Buy |
1,921,107
+1,555,032
| +425% | +$18.7M | 0.21% | 116 |
|
|
2021
Q1 | $4.43M | Buy |
366,075
+652
| +0.2% | +$7.89K | 0.05% | 297 |
|
|
2020
Q4 | $3.69M | Buy |
365,423
+10,241
| +3% | +$103K | 0.05% | 298 |
|
|
2020
Q3 | $3.03M | Buy |
355,182
+28,285
| +9% | +$241K | 0.05% | 278 |
|
|
2020
Q2 | $2.75M | Buy |
326,897
+308,714
| +1,698% | +$2.6M | 0.05% | 300 |
|
|
2020
Q1 | $142K | Hold |
18,183
| – | – | ﹤0.01% | 987 |
|
|
2019
Q4 | $202K | Hold |
18,183
| – | – | ﹤0.01% | 976 |
|
|
2019
Q3 | $196K | Hold |
18,183
| – | – | 0.01% | 575 |
|
|
2019
Q2 | $180K | Buy |
18,183
+10,677
| +142% | +$106K | 0.01% | 588 |
|
|
2019
Q1 | $74K | Buy |
7,506
+631
| +9% | +$6.22K | ﹤0.01% | 798 |
|
|
2018
Q4 | $63K | Hold |
6,875
| – | – | ﹤0.01% | 713 |
|
|
2018
Q3 | $68K | Buy |
6,875
+1,315
| +24% | +$13K | ﹤0.01% | 693 |
|
|
2018
Q2 | $61K | Hold |
5,560
| – | – | ﹤0.01% | 628 |
|
|
2018
Q1 | $59K | Hold |
5,560
| – | – | ﹤0.01% | 572 |
|
|
2017
Q4 | $57K | Hold |
5,560
| – | – | ﹤0.01% | 571 |
|
|
2017
Q3 | $57K | Buy |
+5,560
| New | +$57K | ﹤0.01% | 279 |
|