IFP Advisors’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 | $601 | Hold |
29
| – | – | ﹤0.01% | 4373 |
|
|
2025
Q4 | $566 | Buy |
29
+12
| +71% | +$236 | ﹤0.01% | 4255 |
|
|
2025
Q3 | $303 | Sell |
17
-8
| -32% | -$134 | ﹤0.01% | 4302 |
|
|
2025
Q2 | $1.05K | Sell |
25
-415
| -94% | -$6.98K | ﹤0.01% | 4214 |
|
|
2025
Q1 | $10.7K | Buy |
440
+100
| +29% | +$1.73K | ﹤0.01% | 2557 |
|
|
2024
Q4 | $9.62K | Sell |
340
-449
| -57% | -$7.88K | ﹤0.01% | 2534 |
|
|
2024
Q3 | $12K | Buy |
789
+578
| +274% | +$8.23K | ﹤0.01% | 2349 |
|
|
2024
Q2 | $2.94K | Buy |
211
+180
| +581% | +$2.49K | ﹤0.01% | 2733 |
|
|
2024
Q1 | $428 | Hold |
31
| – | – | ﹤0.01% | 2994 |
|
|
2023
Q4 | $337 | Sell |
31
-1,489
| -98% | -$15.7K | ﹤0.01% | 2907 |
|
|
2023
Q3 | $16.5K | Hold |
1,520
| – | – | ﹤0.01% | 2034 |
|
|
2023
Q2 | $17.6K | Sell |
1,520
-694
| -31% | -$7.8K | ﹤0.01% | 2071 |
|
|
2023
Q1 | $23.2K | Buy |
2,214
+1,315
| +146% | +$15.3K | ﹤0.01% | 1952 |
|
|
2022
Q4 | $11K | Sell |
899
-85,224
| -99% | -$958K | ﹤0.01% | 3326 |
|
|
2022
Q3 | $905K | Hold |
86,123
| – | – | 0.02% | 669 |
|
|
2022
Q2 | $905K | Hold |
86,123
| – | – | 0.03% | 613 |
|
|
2022
Q1 | $905K | Buy |
86,123
+86,078
| +191,284% | +$911K | 0.03% | 613 |
|
|
2021
Q4 | $1K | Sell |
45
-184
| -80% | -$2.08K | ﹤0.01% | 3053 |
|
|
2021
Q3 | $3K | Hold |
229
| – | – | ﹤0.01% | 2733 |
|
|
2021
Q2 | $3K | Buy |
229
+184
| +409% | +$2.31K | ﹤0.01% | 2644 |
|
|
2021
Q1 | $1K | Sell |
45
-5,822
| -99% | -$63.5K | ﹤0.01% | 2846 |
|
|
2020
Q4 | $58K | Sell |
5,867
-90
| -2% | -$841 | ﹤0.01% | 1379 |
|
|
2020
Q3 | $51K | Sell |
5,957
-168
| -3% | -$1.44K | ﹤0.01% | 1284 |
|
|
2020
Q2 | $50K | Sell |
6,125
-760
| -11% | -$6.32K | ﹤0.01% | 1218 |
|
|
2020
Q1 | $58K | Buy |
6,885
+776
| +13% | +$8.17K | 0.01% | 1051 |
|
|
2019
Q4 | $68K | Sell |
6,109
-7,246
| -54% | -$79.1K | 0.01% | 1118 |
|
|
2019
Q3 | $143K | Buy |
+13,355
| New | +$136K | 0.01% | 890 |
|
|
2019
Q1 | $11K | Sell |
1,152
-7,584
| -87% | -$73.6K | ﹤0.01% | 1574 |
|
|
2018
Q4 | $78K | Sell |
8,736
-221
| -2% | -$2.16K | ﹤0.01% | 1340 |
|
|
2018
Q3 | $87K | Buy |
8,957
+1,409
| +19% | +$15.1K | ﹤0.01% | 1572 |
|
|
2018
Q2 | $82K | Sell |
7,548
-3,726
| -33% | -$39.7K | ﹤0.01% | 1599 |
|
|
2018
Q1 | $115K | Hold |
11,274
| – | – | 0.01% | 1301 |
|
|
2017
Q4 | $115K | Sell |
11,274
-15,180
| -57% | -$156K | 0.01% | 1310 |
|
|
2017
Q3 | $261K | Buy |
26,454
+910
| +4% | +$9.08K | 0.01% | 993 |
|
|
2017
Q2 | $254K | Buy |
25,544
+173
| +0.7% | +$1.77K | 0.01% | 990 |
|
|
2017
Q1 | $264K | Sell |
25,371
-2,406
| -9% | -$25.1K | 0.01% | 972 |
|
|
2016
Q4 | $304K | Buy |
27,777
+3,311
| +14% | +$34.2K | 0.01% | 844 |
|
|
2016
Q3 | $237K | Buy |
24,466
+744
| +3% | +$6.79K | 0.01% | 920 |
|
|
2016
Q2 | $216K | Buy |
23,722
+22,570
| +1,959% | +$184K | 0.01% | 935 |
|
|
2016
Q1 | $11K | Sell |
1,152
-24,350
| -95% | -$164K | ﹤0.01% | 1574 |
|
|
2015
Q4 | $178K | Buy |
+25,502
| New | +$177K | 0.01% | 882 |
|
Other funds holding MDU
VPM
VCM
