Moody Aldrich Partners’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	$292K	Sell	14,084 -315	-2%	-$6.45K	0.05%	167
2025 Q4	$281K	Sell	14,399 -37	-0.3%	-$728	0.05%	157
2025 Q3	$257K	Sell	14,436 -58	-0.4%	-$968	0.05%	159
2025 Q2	$242K	Buy	+14,494	New	+$244K	0.05%	161
2025 Q1	–	Sell	-11,068	Closed	-$199K	–	199
2024 Q4	$199K	Sell	11,068 -9,000	-45%	-$158K	0.04%	196
2024 Q3	$305K	Sell	20,068 -20	-0.1%	-$285	0.06%	159
2024 Q2	$279K	Sell	20,088 -11	-0.1%	-$152	0.05%	177
2024 Q1	$281K	Sell	20,099 -104	-0.5%	-$1.2K	0.05%	185
2023 Q4	$222K	Sell	20,203 -53	-0.3%	-$559	0.04%	184
2023 Q3	$220K	Sell	20,256 -458	-2%	-$5.27K	0.04%	186
2023 Q2	$240K	Sell	20,714 -10,979	-35%	-$123K	0.05%	144
2023 Q1	$367K	Sell	31,693 -17,980	-36%	-$209K	0.07%	132
2022 Q4	$573K	Sell	49,673 -555	-1%	-$6.24K	0.12%	122
2022 Q3	$522K	Sell	50,228 -82	-0.2%	-$905	0.11%	119
2022 Q2	$516K	Buy	+50,310	New	+$511K	0.1%	108
2021 Q3	–	Sell	-27,945	Closed	-$333K	–	179
2021 Q2	$333K	Sell	27,945 -400	-1%	-$5.01K	0.05%	147
2021 Q1	$341K	Buy	28,345 +4,479	+19%	+$48.8K	0.05%	151
2020 Q4	$239K	Sell	23,866 -145	-0.6%	-$1.35K	0.04%	163
2020 Q3	$205K	Sell	24,011 -6,509	-21%	-$55.9K	0.04%	152
2020 Q2	$257K	Sell	30,520 -16,400	-35%	-$136K	0.05%	147
2020 Q1	$384K	Sell	46,920 -160	-0.3%	-$1.68K	0.12%	113
2019 Q4	$532K	Buy	47,080 +9,983	+27%	+$109K	0.11%	113
2019 Q3	$398K	Buy	37,097 +4,476	+14%	+$45.7K	0.11%	109
2019 Q2	$320K	Buy	+32,621	New	+$318K	0.08%	111