Moody Aldrich Partners’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 | $242K | Buy |
+14,494
| New | +$242K | 0.05% | 161 |
|
2025
Q1 | – | Sell |
-11,068
| Closed | -$199K | – | 199 |
|
2024
Q4 | $199K | Sell |
11,068
-9,000
| -45% | -$162K | 0.04% | 196 |
|
2024
Q3 | $305K | Sell |
20,068
-20
| -0.1% | -$304 | 0.06% | 159 |
|
2024
Q2 | $279K | Sell |
20,088
-11
| -0.1% | -$153 | 0.05% | 177 |
|
2024
Q1 | $281K | Sell |
20,099
-104
| -0.5% | -$1.45K | 0.05% | 185 |
|
2023
Q4 | $222K | Sell |
20,203
-53
| -0.3% | -$581 | 0.04% | 184 |
|
2023
Q3 | $220K | Sell |
20,256
-458
| -2% | -$4.97K | 0.04% | 186 |
|
2023
Q2 | $240K | Sell |
20,714
-10,979
| -35% | -$127K | 0.05% | 144 |
|
2023
Q1 | $367K | Sell |
31,693
-17,980
| -36% | -$208K | 0.07% | 132 |
|
2022
Q4 | $573K | Sell |
49,673
-555
| -1% | -$6.4K | 0.12% | 122 |
|
2022
Q3 | $522K | Sell |
50,228
-82
| -0.2% | -$852 | 0.11% | 119 |
|
2022
Q2 | $516K | Buy |
+50,310
| New | +$516K | 0.1% | 108 |
|
2021
Q3 | – | Sell |
-27,945
| Closed | -$333K | – | 179 |
|
2021
Q2 | $333K | Sell |
27,945
-400
| -1% | -$4.77K | 0.05% | 147 |
|
2021
Q1 | $341K | Buy |
28,345
+4,479
| +19% | +$53.9K | 0.05% | 151 |
|
2020
Q4 | $239K | Sell |
23,866
-145
| -0.6% | -$1.45K | 0.04% | 163 |
|
2020
Q3 | $205K | Sell |
24,011
-6,509
| -21% | -$55.6K | 0.04% | 152 |
|
2020
Q2 | $257K | Sell |
30,520
-16,400
| -35% | -$138K | 0.05% | 147 |
|
2020
Q1 | $384K | Sell |
46,920
-160
| -0.3% | -$1.31K | 0.12% | 113 |
|
2019
Q4 | $532K | Buy |
47,080
+9,983
| +27% | +$113K | 0.11% | 113 |
|
2019
Q3 | $398K | Buy |
37,097
+4,476
| +14% | +$48K | 0.11% | 109 |
|
2019
Q2 | $320K | Buy |
+32,621
| New | +$320K | 0.08% | 111 |
|