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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.24M | Buy |
301,011
+9,807
| +3% | +$201K | ﹤0.01% | 1021 |
|
|
2025
Q4 | $5.68M | Buy |
291,204
+21,237
| +8% | +$418K | ﹤0.01% | 916 |
|
|
2025
Q3 | $4.81M | Buy |
269,967
+15,144
| +6% | +$253K | ﹤0.01% | 910 |
|
|
2025
Q2 | $4.25M | Buy |
254,823
+159
| +0.1% | +$2.67K | ﹤0.01% | 840 |
|
|
2025
Q1 | $4.31M | Buy |
254,664
+230,555
| +956% | +$3.98M | ﹤0.01% | 770 |
|
|
2024
Q4 | $434K | Sell |
24,109
-11,695
| -33% | -$205K | ﹤0.01% | 2357 |
|
|
2024
Q3 | $544K | Buy |
35,804
+383
| +1% | +$5.45K | ﹤0.01% | 2035 |
|
|
2024
Q2 | $493K | Sell |
35,421
-840
| -2% | -$11.6K | ﹤0.01% | 1955 |
|
|
2024
Q1 | $506K | Sell |
36,261
-964
| -3% | -$11.2K | ﹤0.01% | 1838 |
|
|
2023
Q4 | $408K | Buy |
37,225
+5,885
| +19% | +$62.1K | ﹤0.01% | 1847 |
|
|
2023
Q3 | $340K | Sell |
31,340
-3,473
| -10% | -$40K | ﹤0.01% | 1828 |
|
|
2023
Q2 | $404K | Sell |
34,813
-10,576
| -23% | -$119K | ﹤0.01% | 1690 |
|
|
2023
Q1 | $526K | Sell |
45,389
-5,775
| -11% | -$67.1K | ﹤0.01% | 1430 |
|
|
2022
Q4 | $590K | Sell |
51,164
-1,549
| -3% | -$17.4K | ﹤0.01% | 1336 |
|
|
2022
Q3 | $548K | Buy |
52,713
+24,405
| +86% | +$269K | ﹤0.01% | 1278 |
|
|
2022
Q2 | $291K | Buy |
28,308
+6,617
| +31% | +$67.3K | ﹤0.01% | 1631 |
|
|
2022
Q1 | $220K | Sell |
21,691
-3,227
| -13% | -$34.2K | ﹤0.01% | 1833 |
|
|
2021
Q4 | $292K | Sell |
24,918
-12,361
| -33% | -$139K | ﹤0.01% | 1638 |
|
|
2021
Q3 | $421K | Buy |
37,279
+17,676
| +90% | +$212K | ﹤0.01% | 1386 |
|
|
2021
Q2 | $234K | Sell |
19,603
-9,799
| -33% | -$123K | ﹤0.01% | 1714 |
|
|
2021
Q1 | $353K | Buy |
29,402
+655
| +2% | +$7.14K | ﹤0.01% | 1685 |
|
|
2020
Q4 | $288K | Buy |
28,747
+18
| +0.1% | +$168 | ﹤0.01% | 1655 |
|
|
2020
Q3 | $246K | Buy |
28,729
+2,564
| +10% | +$22K | ﹤0.01% | 1558 |
|
|
2020
Q2 | $221K | Sell |
26,165
-1,935
| -7% | -$16.1K | ﹤0.01% | 1473 |
|
|
2020
Q1 | $230K | Sell |
28,100
-3,756
| -12% | -$39.5K | ﹤0.01% | 1319 |
|
|
2019
Q4 | $360K | Sell |
31,856
-1,065
| -3% | -$11.6K | ﹤0.01% | 1295 |
|
|
2019
Q3 | $353K | Sell |
32,921
-878
| -3% | -$8.96K | ﹤0.01% | 1266 |
|
|
2019
Q2 | $332K | Sell |
33,799
-2,843
| -8% | -$27.7K | ﹤0.01% | 1309 |
|
|
2019
Q1 | $360K | Sell |
36,642
-1,812
| -5% | -$17.6K | ﹤0.01% | 1227 |
|
|
2018
Q4 | $349K | Buy |
38,454
+2,004
| +5% | +$19.6K | ﹤0.01% | 1146 |
|
|
2018
Q3 | $356K | Sell |
36,450
-1,307
| -3% | -$14K | ﹤0.01% | 1291 |
|
|
2018
Q2 | $412K | Sell |
37,757
-4,582
| -11% | -$48.9K | ﹤0.01% | 1175 |
|
|
2018
Q1 | $453K | Buy |
42,339
+550
| +1% | +$5.58K | ﹤0.01% | 1130 |
|
|
2017
Q4 | $427K | Sell |
41,789
-4,379
| -9% | -$44.9K | ﹤0.01% | 1161 |
|
|
2017
Q3 | $456K | Buy |
46,168
+14,110
| +44% | +$141K | ﹤0.01% | 1102 |
|
|
2017
Q2 | $319K | Buy |
32,058
+2,382
| +8% | +$24.4K | ﹤0.01% | 1258 |
|
|
2017
Q1 | $309K | Buy |
29,676
+9,465
| +47% | +$98.9K | ﹤0.01% | 1241 |
|
|
2016
Q4 | $221K | Sell |
20,211
-970
| -5% | -$10K | ﹤0.01% | 1364 |
|
|
2016
Q3 | $205K | Buy |
21,181
+3,511
| +20% | +$32.1K | ﹤0.01% | 1388 |
|
|
2016
Q2 | $161K | Buy |
17,670
+2,461
| +16% | +$20K | ﹤0.01% | 1369 |
|
|
2016
Q1 | $113K | Sell |
15,209
-2,685
| -15% | -$18.1K | ﹤0.01% | 1551 |
|
|
2015
Q4 | $125K | Buy |
17,894
+287
| +2% | +$1.99K | ﹤0.01% | 1498 |
|
|
2015
Q3 | $115K | Buy |
+17,607
| New | +$120K | ﹤0.01% | 1512 |
|
|
2015
Q2 | – | Sell |
-19,456
| Closed | -$158K | – | 2211 |
|
|
2015
Q1 | $158K | Buy |
19,456
+4,852
| +33% | +$41.2K | ﹤0.01% | 1316 |
|
|
2014
Q4 | $130K | Buy |
14,604
+1,933
| +15% | +$18.7K | ﹤0.01% | 1403 |
|
|
2014
Q3 | $134K | Sell |
12,671
-1,699
| -12% | -$20.2K | ﹤0.01% | 1290 |
|
|
2014
Q2 | $192K | Buy |
14,370
+6,870
| +92% | +$89.7K | ﹤0.01% | 1054 |
|
|
2014
Q1 | $98K | Sell |
7,500
-1,363
| -15% | -$16.9K | ﹤0.01% | 1412 |
|
|
2013
Q4 | $103K | Buy |
8,863
+2,630
| +42% | +$29.6K | ﹤0.01% | 1184 |
|
|
2013
Q3 | $66K | Hold |
6,233
| – | – | ﹤0.01% | 1358 |
|
|
2013
Q2 | $61K | Buy |
+6,233
| New | +$60K | ﹤0.01% | 1271 |
|
Other funds holding MDU
VPM
VCM
