MIM
Montgomery Investment Management’s MDU Resources MDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $726K | Hold |
43,578
| – | – | 0.28% | 51 |
|
|
2025
Q1 | $737K | Sell |
43,578
-3,000
| -6% | -$50.7K | 0.29% | 50 |
|
|
2024
Q4 | $839K | Hold |
46,578
| – | – | 0.33% | 46 |
|
|
2024
Q3 | $1.28M | Hold |
46,578
| – | – | 0.46% | 36 |
|
|
2024
Q2 | $1.17M | Sell |
46,578
-800
| -2% | -$20.1K | 0.46% | 36 |
|
|
2024
Q1 | $1.19M | Sell |
47,378
-6,580
| -12% | -$166K | 0.46% | 37 |
|
|
2023
Q4 | $1.07M | Sell |
53,958
-6,750
| -11% | -$134K | 0.33% | 43 |
|
|
2023
Q3 | $1.19M | Sell |
60,708
-750
| -1% | -$14.7K | 0.41% | 41 |
|
|
2023
Q2 | $1.29M | Sell |
61,458
-1,000
| -2% | -$20.9K | 0.43% | 40 |
|
|
2023
Q1 | $1.9M | Sell |
62,458
-1,300
| -2% | -$39.6K | 0.67% | 33 |
|
|
2022
Q4 | $1.93M | Sell |
63,758
-5,000
| -7% | -$152K | 0.69% | 32 |
|
|
2022
Q3 | $1.88M | Buy |
68,758
+200
| +0.3% | +$5.47K | 0.77% | 30 |
|
|
2022
Q2 | $1.85M | Sell |
68,558
-200
| -0.3% | -$5.4K | 0.75% | 32 |
|
|
2022
Q1 | $1.83M | Sell |
68,758
-1,350
| -2% | -$36K | 0.63% | 35 |
|
|
2021
Q4 | $2.16M | Hold |
70,108
| – | – | 0.73% | 32 |
|
|
2021
Q3 | $2.08M | Hold |
70,108
| – | – | 0.78% | 30 |
|
|
2021
Q2 | $2.2M | Hold |
70,108
| – | – | 0.82% | 30 |
|
|
2021
Q1 | $2.22M | Sell |
70,108
-50
| -0.1% | -$1.58K | 0.85% | 30 |
|
|
2020
Q4 | $1.85M | Hold |
70,158
| – | – | 0.85% | 30 |
|
|
2020
Q3 | $1.58M | Sell |
70,158
-2,545
| -4% | -$57.3K | 0.83% | 30 |
|
|
2020
Q2 | $1.61M | Sell |
72,703
-23,000
| -24% | -$510K | 0.88% | 29 |
|
|
2020
Q1 | $2.06M | Sell |
95,703
-9,000
| -9% | -$194K | 1.34% | 25 |
|
|
2019
Q4 | $3.11M | Sell |
104,703
-11,213
| -10% | -$333K | 1.27% | 22 |
|
|
2019
Q3 | $3.27M | Sell |
115,916
-4,450
| -4% | -$125K | 1.4% | 21 |
|
|
2019
Q2 | $3.11M | Sell |
120,366
-13,580
| -10% | -$350K | 1.36% | 22 |
|
|
2019
Q1 | $3.46M | Sell |
133,946
-24,829
| -16% | -$641K | 1.54% | 20 |
|
|
2018
Q4 | $3.79M | Sell |
158,775
-14,359
| -8% | -$342K | 1.92% | 15 |
|
|
2018
Q3 | $4.45M | Sell |
173,134
-8,050
| -4% | -$207K | 1.83% | 16 |
|
|
2018
Q2 | $5.2M | Sell |
181,184
-3,550
| -2% | -$102K | 2.14% | 13 |
|
|
2018
Q1 | $5.2M | Sell |
184,734
-1,750
| -0.9% | -$49.3K | 2.18% | 14 |
|
|
2017
Q4 | $5.01M | Sell |
186,484
-4,922
| -3% | -$132K | 2.03% | 14 |
|
|
2017
Q3 | $4.97M | Sell |
191,406
-3,300
| -2% | -$85.6K | 2.21% | 12 |
|
|
2017
Q2 | $5.1M | Sell |
194,706
-13,840
| -7% | -$363K | 2.33% | 12 |
|
|
2017
Q1 | $5.71M | Sell |
208,546
-1,657
| -0.8% | -$45.3K | 2.46% | 11 |
|
|
2016
Q4 | $6.05M | Sell |
210,203
-4,607
| -2% | -$133K | 2.6% | 11 |
|
|
2016
Q3 | $5.47M | Sell |
214,810
-1,705
| -0.8% | -$43.4K | 2.56% | 11 |
|
|
2016
Q2 | $5.2M | Buy |
216,515
+40,915
| +23% | +$982K | 2.52% | 12 |
|
|
2016
Q1 | $3.42M | Sell |
175,600
-2,388
| -1% | -$46.5K | 1.96% | 12 |
|
|
2015
Q4 | $3.26M | Sell |
177,988
-6,200
| -3% | -$114K | 1.84% | 14 |
|
|
2015
Q3 | $3.17M | Sell |
184,188
-750
| -0.4% | -$12.9K | 1.87% | 14 |
|
|
2015
Q2 | $3.61M | Buy |
184,938
+3,768
| +2% | +$73.6K | 1.85% | 15 |
|
|
2015
Q1 | $3.87M | Sell |
181,170
-750
| -0.4% | -$16K | 1.94% | 15 |
|
|
2014
Q4 | $4.28M | Buy |
181,920
+71,655
| +65% | +$1.68M | 2.04% | 15 |
|
|
2014
Q3 | $3.07M | Buy |
110,265
+14,013
| +15% | +$390K | 2.12% | 14 |
|
|
2014
Q2 | $3.38M | Sell |
96,252
-6,740
| -7% | -$237K | 2.58% | 11 |
|
|
2014
Q1 | $3.53M | Sell |
102,992
-3,855
| -4% | -$132K | 2.87% | 9 |
|
|
2013
Q4 | $3.26M | Sell |
106,847
-68,769
| -39% | -$2.1M | 2.66% | 9 |
|
|
2013
Q3 | $4.91M | Sell |
175,616
-5,300
| -3% | -$148K | 2.67% | 10 |
|
|
2013
Q2 | $4.69M | Buy |
+180,916
| New | +$4.69M | 2.57% | 9 |
|