O'Shaughnessy Asset Management’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 | $220K | Sell |
13,201
-459
| -3% | -$7.65K | ﹤0.01% | 1784 |
|
|
2025
Q1 | $231K | Buy |
13,660
+3,108
| +29% | +$52.6K | ﹤0.01% | 1719 |
|
|
2024
Q4 | $190K | Sell |
10,552
-2,839
| -21% | -$51.2K | ﹤0.01% | 1761 |
|
|
2024
Q3 | $214K | Buy |
+13,391
| New | +$214K | ﹤0.01% | 1649 |
|
|
2023
Q4 | – | Sell |
-19,514
| Closed | -$212K | – | 1775 |
|
|
2023
Q3 | $212K | Buy |
19,514
+765
| +4% | +$8.3K | ﹤0.01% | 1261 |
|
|
2023
Q2 | $218K | Sell |
18,749
-102,289
| -85% | -$1.19M | ﹤0.01% | 1172 |
|
|
2023
Q1 | $1.4M | Sell |
121,038
-53,139
| -31% | -$616K | 0.02% | 549 |
|
|
2022
Q4 | $2.01M | Buy |
174,177
+149,827
| +615% | +$1.73M | 0.03% | 427 |
|
|
2022
Q3 | $253K | Buy |
24,350
+326
| +1% | +$3.39K | ﹤0.01% | 993 |
|
|
2022
Q2 | $247K | Buy |
24,024
+126
| +0.5% | +$1.3K | ﹤0.01% | 951 |
|
|
2022
Q1 | $242K | Buy |
+23,898
| New | +$242K | ﹤0.01% | 992 |
|
|
2021
Q4 | – | Sell |
-857
| Closed | -$10K | – | 1960 |
|
|
2021
Q3 | $10K | Buy |
857
+455
| +113% | +$5.31K | ﹤0.01% | 2164 |
|
|
2021
Q2 | $5K | Buy |
402
+113
| +39% | +$1.41K | ﹤0.01% | 2146 |
|
|
2021
Q1 | $3K | Hold |
289
| – | – | ﹤0.01% | 2021 |
|
|
2020
Q4 | $3K | Buy |
289
+58
| +25% | +$602 | ﹤0.01% | 1785 |
|
|
2020
Q3 | $2K | Buy |
231
+73
| +46% | +$632 | ﹤0.01% | 1644 |
|
|
2020
Q2 | $1K | Buy |
+158
| New | +$1K | ﹤0.01% | 1620 |
|
|
2020
Q1 | – | Sell |
-852
| Closed | -$10K | – | 1593 |
|
|
2019
Q4 | $10K | Buy |
+852
| New | +$10K | ﹤0.01% | 1304 |
|
|
2013
Q3 | – | Sell |
-63,499
| Closed | -$626K | – | 968 |
|
|
2013
Q2 | $626K | Buy |
+63,499
| New | +$626K | 0.02% | 368 |
|