Creative Planning’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
Q2 | $4.25M | Buy |
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|
2025
Q1 | $4.31M | Buy |
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|
2024
Q4 | $434K | Sell |
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|
2024
Q3 | $544K | Buy |
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|
2024
Q2 | $493K | Sell |
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|
2024
Q1 | $506K | Sell |
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|
2023
Q4 | $408K | Buy |
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|
2023
Q3 | $340K | Sell |
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|
2023
Q2 | $404K | Sell |
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|
2023
Q1 | $526K | Sell |
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|
2022
Q4 | $590K | Sell |
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|
2022
Q3 | $548K | Buy |
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|
2022
Q2 | $291K | Buy |
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|
2022
Q1 | $220K | Sell |
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|
2021
Q4 | $292K | Sell |
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|
2021
Q3 | $421K | Buy |
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|
2021
Q2 | $234K | Sell |
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|
2021
Q1 | $353K | Buy |
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|
2020
Q4 | $288K | Buy |
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|
2020
Q3 | $246K | Buy |
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|
2020
Q2 | $221K | Sell |
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|
2020
Q1 | $230K | Sell |
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|
2019
Q4 | $360K | Sell |
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|
2019
Q3 | $353K | Sell |
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|
2019
Q2 | $332K | Sell |
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|
2019
Q1 | $360K | Sell |
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|
2018
Q4 | $349K | Buy |
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|
2018
Q3 | $356K | Sell |
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|
2018
Q2 | $412K | Sell |
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|
2018
Q1 | $453K | Buy |
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|
2017
Q4 | $427K | Sell |
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|
2017
Q3 | $456K | Buy |
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|
2017
Q2 | $319K | Buy |
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|
2017
Q1 | $309K | Buy |
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|
2016
Q4 | $221K | Sell |
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|
2016
Q3 | $205K | Buy |
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|
2016
Q2 | $161K | Buy |
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|
2016
Q1 | $113K | Sell |
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|
2015
Q4 | $125K | Buy |
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|
2015
Q3 | $115K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $158K | Buy |
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|
2014
Q4 | $130K | Buy |
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|
2014
Q3 | $134K | Sell |
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|
2014
Q2 | $192K | Buy |
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|
2014
Q1 | $98K | Sell |
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|
2013
Q4 | $103K | Buy |
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|
2013
Q3 | $66K | Hold |
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|
2013
Q2 | $61K | Buy |
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