Independent Advisor Alliance’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 | – | Sell |
-11,329
| Closed | -$192K | – | 914 |
|
|
2025
Q1 | $192K | Buy |
11,329
+753
| +7% | +$12.7K | 0.01% | 769 |
|
|
2024
Q4 | $191K | Sell |
10,576
-8,328
| -44% | -$150K | ﹤0.01% | 1294 |
|
|
2024
Q3 | $287K | Buy |
18,904
+16
| +0.1% | +$243 | 0.01% | 577 |
|
|
2024
Q2 | $263K | Buy |
18,888
+246
| +1% | +$3.42K | 0.01% | 607 |
|
|
2024
Q1 | $260K | Buy |
18,642
+36
| +0.2% | +$503 | 0.01% | 606 |
|
|
2023
Q4 | $204K | Buy |
+18,606
| New | +$204K | 0.01% | 640 |
|
|
2023
Q2 | – | Sell |
-20,652
| Closed | -$239K | – | 691 |
|
|
2023
Q1 | $239K | Buy |
+20,652
| New | +$239K | 0.01% | 571 |
|
|
2022
Q4 | – | Sell |
-20,652
| Closed | -$215K | – | 540 |
|
|
2022
Q3 | $215K | Hold |
20,652
| – | – | 0.01% | 563 |
|
|
2022
Q2 | $212K | Hold |
20,652
| – | – | 0.01% | 562 |
|
|
2022
Q1 | $209K | Buy |
20,652
+2,151
| +12% | +$21.8K | 0.01% | 605 |
|
|
2021
Q4 | $217K | Buy |
+18,501
| New | +$217K | 0.01% | 607 |
|