LPL Financial’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 | $3.52M | Buy |
170,021
+13,492
| +9% | +$276K | ﹤0.01% | 2944 |
|
|
2025
Q4 | $3.06M | Buy |
156,529
+24,969
| +19% | +$491K | ﹤0.01% | 3000 |
|
|
2025
Q3 | $2.34M | Sell |
131,560
-29,116
| -18% | -$486K | ﹤0.01% | 3178 |
|
|
2025
Q2 | $2.68M | Buy |
160,676
+8,807
| +6% | +$148K | ﹤0.01% | 2854 |
|
|
2025
Q1 | $2.57M | Sell |
151,869
-2,801
| -2% | -$48.4K | ﹤0.01% | 2724 |
|
|
2024
Q4 | $2.79M | Sell |
154,670
-94,642
| -38% | -$1.66M | ﹤0.01% | 2555 |
|
|
2024
Q3 | $3.79M | Buy |
249,312
+20,111
| +9% | +$286K | ﹤0.01% | 2200 |
|
|
2024
Q2 | $3.19M | Buy |
229,201
+31,830
| +16% | +$440K | ﹤0.01% | 2207 |
|
|
2024
Q1 | $2.76M | Sell |
197,371
-8,921
| -4% | -$103K | ﹤0.01% | 2260 |
|
|
2023
Q4 | $2.26M | Sell |
206,292
-29,342
| -12% | -$310K | ﹤0.01% | 2317 |
|
|
2023
Q3 | $2.56M | Buy |
235,634
+1,989
| +0.9% | +$22.9K | ﹤0.01% | 2103 |
|
|
2023
Q2 | $2.71M | Sell |
233,645
-87,225
| -27% | -$981K | ﹤0.01% | 2000 |
|
|
2023
Q1 | $3.72M | Sell |
320,870
-3,511
| -1% | -$40.8K | ﹤0.01% | 1693 |
|
|
2022
Q4 | $3.74M | Buy |
324,381
+88,583
| +38% | +$995K | ﹤0.01% | 1633 |
|
|
2022
Q3 | $2.45M | Sell |
235,798
-5,815
| -2% | -$64.2K | ﹤0.01% | 1826 |
|
|
2022
Q2 | $2.48M | Sell |
241,613
-146,768
| -38% | -$1.49M | ﹤0.01% | 1869 |
|
|
2022
Q1 | $3.94M | Sell |
388,381
-3,388
| -0.9% | -$35.9K | ﹤0.01% | 1588 |
|
|
2021
Q4 | $4.59M | Buy |
391,769
+14,162
| +4% | +$160K | ﹤0.01% | 1509 |
|
|
2021
Q3 | $4.26M | Sell |
377,607
-52,734
| -12% | -$631K | ﹤0.01% | 1504 |
|
|
2021
Q2 | $5.13M | Buy |
430,341
+8,344
| +2% | +$105K | 0.01% | 1330 |
|
|
2021
Q1 | $5.07M | Buy |
421,997
+107,400
| +34% | +$1.17M | 0.01% | 1223 |
|
|
2020
Q4 | $3.15M | Buy |
314,597
+53,181
| +20% | +$497K | ﹤0.01% | 1395 |
|
|
2020
Q3 | $2.24M | Buy |
261,416
+15,819
| +6% | +$136K | ﹤0.01% | 1392 |
|
|
2020
Q2 | $2.07M | Sell |
245,597
-32,566
| -12% | -$271K | ﹤0.01% | 1332 |
|
|
2020
Q1 | $2.27M | Buy |
278,163
+2,609
| +0.9% | +$27.5K | ﹤0.01% | 1114 |
|
|
2019
Q4 | $3.11M | Sell |
275,554
-6,530
| -2% | -$71.3K | 0.01% | 1082 |
|
|
2019
Q3 | $3.02M | Buy |
282,084
+1,396
| +0.5% | +$14.3K | 0.01% | 1010 |
|
|
2019
Q2 | $2.75M | Sell |
280,688
-10,119
| -3% | -$98.5K | 0.01% | 1069 |
|
|
2019
Q1 | $2.86M | Sell |
290,807
-12,474
| -4% | -$121K | 0.01% | 990 |
|
|
2018
Q4 | $2.75M | Sell |
303,281
-13,181
| -4% | -$129K | 0.01% | 933 |
|
|
2018
Q3 | $3.09M | Sell |
316,462
-18,472
| -6% | -$198K | 0.01% | 941 |
|
|
2018
Q2 | $3.65M | Sell |
334,934
-205,113
| -38% | -$2.19M | 0.01% | 846 |
|
|
2018
Q1 | $5.78M | Sell |
540,047
-11,506
| -2% | -$117K | 0.02% | 642 |
|
|
2017
Q4 | $5.64M | Buy |
551,553
+352,208
| +177% | +$3.61M | 0.02% | 617 |
|
|
2017
Q3 | $1.97M | Buy |
199,345
+4,868
| +3% | +$48.6K | 0.01% | 1002 |
|
|
2017
Q2 | $1.94M | Buy |
194,477
+15,463
| +9% | +$158K | 0.01% | 952 |
|
|
2017
Q1 | $1.87M | Buy |
179,014
+119,871
| +203% | +$1.25M | 0.01% | 886 |
|
|
2016
Q4 | $644K | Buy |
59,143
+11,658
| +25% | +$121K | ﹤0.01% | 1519 |
|
|
2016
Q3 | $446K | Sell |
47,485
-3,832
| -7% | -$35K | ﹤0.01% | 1817 |
|
|
2016
Q2 | $474K | Sell |
51,317
-2,680
| -5% | -$21.8K | ﹤0.01% | 1723 |
|
|
2016
Q1 | $388K | Buy |
53,997
+6,559
| +14% | +$44.2K | ﹤0.01% | 2337 |
|
|
2015
Q4 | $334K | Buy |
47,438
+20,837
| +78% | +$144K | ﹤0.01% | 2468 |
|
|
2015
Q3 | $187K | Sell |
26,601
-5,236
| -16% | -$35.6K | ﹤0.01% | 2537 |
|
|
2015
Q2 | $232K | Buy |
31,837
+581
| +2% | +$4.67K | ﹤0.01% | 2516 |
|
|
2015
Q1 | $254K | Sell |
31,256
-2,701
| -8% | -$22.9K | ﹤0.01% | 2378 |
|
|
2014
Q4 | $303K | Buy |
33,957
+5,673
| +20% | +$54.7K | ﹤0.01% | 2146 |
|
|
2014
Q3 | $295K | Buy |
28,284
+68
| +0.2% | +$809 | ﹤0.01% | 2184 |
|
|
2014
Q2 | $377K | Sell |
28,216
-2,604
| -8% | -$34K | ﹤0.01% | 2022 |
|
|
2014
Q1 | $402K | Sell |
30,820
-3,913
| -11% | -$48.6K | ﹤0.01% | 1915 |
|
|
2013
Q4 | $403K | Sell |
34,733
-3,353
| -9% | -$37.8K | ﹤0.01% | 1881 |
|
|
2013
Q3 | $412K | Sell |
38,086
-3,424
| -8% | -$36.1K | ﹤0.01% | 1786 |
|
|
2013
Q2 | $409K | Buy |
+41,510
| New | +$399K | ﹤0.01% | 1700 |
|
Other funds holding MDU
VPM
VCM
