Kestra Advisory Services’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 | $214K | Sell |
10,272
-325
| -3% | -$6.66K | ﹤0.01% | 2896 |
|
|
2025
Q4 | $207K | Buy |
10,597
+238
| +2% | +$4.68K | ﹤0.01% | 2859 |
|
|
2025
Q3 | $184K | Buy |
+10,359
| New | +$173K | ﹤0.01% | 2756 |
|
|
2025
Q2 | – | Sell |
-8,689
| Closed | -$147K | – | 2922 |
|
|
2025
Q1 | $147K | Buy |
+8,689
| New | +$150K | ﹤0.01% | 2539 |
|
|
2024
Q4 | – | Sell |
-74,940
| Closed | -$1.14M | – | 2754 |
|
|
2024
Q3 | $1.14M | Buy |
74,940
+58,760
| +363% | +$837K | 0.01% | 1254 |
|
|
2024
Q2 | $225K | Buy |
16,180
+54
| +0.3% | +$746 | ﹤0.01% | 2319 |
|
|
2024
Q1 | $225K | Buy |
+16,126
| New | +$187K | ﹤0.01% | 2197 |
|
|
2023
Q4 | – | Sell |
-21,270
| Closed | -$231K | – | 2310 |
|
|
2023
Q3 | $231K | Buy |
21,270
+65
| +0.3% | +$748 | ﹤0.01% | 1841 |
|
|
2023
Q2 | $246K | Sell |
21,205
-9,962
| -32% | -$112K | ﹤0.01% | 1773 |
|
|
2023
Q1 | $361K | Sell |
31,167
-7,114
| -19% | -$82.7K | ﹤0.01% | 1460 |
|
|
2022
Q4 | $442K | Buy |
38,281
+4,245
| +12% | +$47.7K | ﹤0.01% | 1482 |
|
|
2022
Q3 | $354K | Buy |
34,036
+11,992
| +54% | +$132K | ﹤0.01% | 1510 |
|
|
2022
Q2 | $226K | Sell |
22,044
-3,387
| -13% | -$34.4K | ﹤0.01% | 1828 |
|
|
2022
Q1 | $258K | Sell |
25,431
-802
| -3% | -$8.49K | ﹤0.01% | 1681 |
|
|
2021
Q4 | $308K | Sell |
26,233
-3,332
| -11% | -$37.6K | ﹤0.01% | 1585 |
|
|
2021
Q3 | $334K | Buy |
29,565
+10,143
| +52% | +$121K | ﹤0.01% | 1598 |
|
|
2021
Q2 | $231K | Sell |
19,422
-65
| -0.3% | -$815 | ﹤0.01% | 1758 |
|
|
2021
Q1 | $234K | Sell |
19,487
-1,460
| -7% | -$15.9K | ﹤0.01% | 1619 |
|
|
2020
Q4 | $206K | Buy |
+20,947
| New | +$196K | ﹤0.01% | 1704 |
|
Other funds holding MDU
VPM
VCM
