Dakota Wealth Management’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	$1.41M	Sell	67,576 -759	-1%	-$15.5K	0.03%	343
2025 Q4	$1.34M	Buy	68,335 +5,226	+8%	+$103K	0.02%	346
2025 Q3	$1.13M	Sell	63,109 -5,723	-8%	-$95.5K	0.02%	334
2025 Q2	$1.16M	Sell	68,832 -6,846	-9%	-$115K	0.02%	359
2025 Q1	$1.29M	Buy	75,678 +965	+1%	+$16.7K	0.03%	330
2024 Q4	$1.36M	Sell	74,713 -65,315	-47%	-$1.15M	0.03%	315
2024 Q3	$2.14M	Sell	140,028 -9,493	-6%	-$135K	0.05%	263
2024 Q2	$2.09M	Sell	149,521 -3,216	-2%	-$44.4K	0.05%	252
2024 Q1	$2.14M	Sell	152,737 -4,255	-3%	-$49.2K	0.05%	252
2023 Q4	$1.73M	Buy	156,992 +1,159	+0.7%	+$12.2K	0.07%	236
2023 Q3	$1.69M	Sell	155,833 -1,281	-0.8%	-$14.7K	0.07%	222
2023 Q2	$1.82M	Sell	157,114 -69,566	-31%	-$782K	0.09%	192
2023 Q1	$2.63M	Buy	226,680 +2,764	+1%	+$32.1K	0.18%	132
2022 Q4	$2.58M	Buy	223,916 +365	+0.2%	+$4.1K	0.18%	129
2022 Q3	$2.33M	Buy	+223,551	New	+$2.47M	0.19%	131