Raymond James Financial Services Advisors’s MDU Resources MDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $844K | Buy |
55,562
+4,194
| +8% | +$59.7K | ﹤0.01% | 2277 |
|
|
2024
Q2 | $714K | Sell |
51,368
-16,915
| -25% | -$234K | ﹤0.01% | 2295 |
|
|
2024
Q1 | $953K | Buy |
68,283
+3,780
| +6% | +$43.7K | ﹤0.01% | 2097 |
|
|
2023
Q4 | $708K | Sell |
64,503
-21,464
| -25% | -$227K | ﹤0.01% | 2185 |
|
|
2023
Q3 | $933K | Buy |
85,967
+1,269
| +1% | +$14.6K | ﹤0.01% | 1948 |
|
|
2023
Q2 | $983K | Sell |
84,698
-32,216
| -28% | -$362K | ﹤0.01% | 1936 |
|
|
2023
Q1 | $1.36M | Sell |
116,914
-54,257
| -32% | -$630K | ﹤0.01% | 1715 |
|
|
2022
Q4 | $1.97M | Sell |
171,171
-28,824
| -14% | -$324K | ﹤0.01% | 1445 |
|
|
2022
Q3 | $2.08M | Buy |
199,995
+65,000
| +48% | +$718K | ﹤0.01% | 1398 |
|
|
2022
Q2 | $1.39M | Buy |
134,995
+3,672
| +3% | +$37.3K | ﹤0.01% | 1648 |
|
|
2022
Q1 | $1.33M | Sell |
131,323
-34,828
| -21% | -$369K | ﹤0.01% | 1756 |
|
|
2021
Q4 | $1.95M | Buy |
166,151
+31,546
| +23% | +$356K | ﹤0.01% | 1558 |
|
|
2021
Q3 | $1.52M | Sell |
134,605
-143,156
| -52% | -$1.71M | ﹤0.01% | 1660 |
|
|
2021
Q2 | $3.31M | Sell |
277,761
-11,731
| -4% | -$147K | 0.01% | 1188 |
|
|
2021
Q1 | $3.48M | Buy |
289,492
+334
| +0.1% | +$3.64K | 0.01% | 1090 |
|
|
2020
Q4 | $2.9M | Buy |
289,158
+27,563
| +11% | +$258K | 0.01% | 1099 |
|
|
2020
Q3 | $2.24M | Buy |
261,595
+137,301
| +110% | +$1.18M | 0.01% | 1111 |
|
|
2020
Q2 | $1.05M | Buy |
124,294
+942
| +0.8% | +$7.83K | ﹤0.01% | 1460 |
|
|
2020
Q1 | $1.01M | Buy |
123,352
+11,895
| +11% | +$125K | ﹤0.01% | 1203 |
|
|
2019
Q4 | $1.26M | Buy |
111,457
+12,970
| +13% | +$142K | ﹤0.01% | 1418 |
|
|
2019
Q3 | $1.06M | Sell |
98,487
-213
| -0.2% | -$2.17K | ﹤0.01% | 1445 |
|
|
2019
Q2 | $968K | Sell |
98,700
-2,335
| -2% | -$22.7K | ﹤0.01% | 1519 |
|
|
2019
Q1 | $992K | Sell |
101,035
-7,921
| -7% | -$76.9K | ﹤0.01% | 1456 |
|
|
2018
Q4 | $988K | Buy |
108,956
+8,055
| +8% | +$78.6K | 0.01% | 1276 |
|
|
2018
Q3 | $986K | Sell |
100,901
-2,251
| -2% | -$24.1K | ﹤0.01% | 1473 |
|
|
2018
Q2 | $1.13M | Buy |
103,152
+4,139
| +4% | +$44.1K | 0.01% | 1343 |
|
|
2018
Q1 | $1.06M | Buy |
99,013
+8,129
| +9% | +$82.5K | 0.01% | 1269 |
|
|
2017
Q4 | $929K | Buy |
90,884
+5,384
| +6% | +$55.2K | 0.01% | 1351 |
|
|
2017
Q3 | $844K | Sell |
85,500
-3,979
| -4% | -$39.7K | 0.01% | 1418 |
|
|
2017
Q2 | $891K | Buy |
89,479
+21,544
| +32% | +$220K | 0.01% | 1346 |
|
|
2017
Q1 | $707K | Sell |
67,935
-108,991
| -62% | -$1.14M | 0.01% | 1382 |
|
|
2016
Q4 | $1.94M | Buy |
176,926
+102,782
| +139% | +$1.06M | 0.02% | 796 |
|
|
2016
Q3 | $717K | Sell |
74,144
-10,764
| -13% | -$98.3K | 0.01% | 1290 |
|
|
2016
Q2 | $775K | Sell |
84,908
-1,039
| -1% | -$8.46K | 0.01% | 1175 |
|
|
2016
Q1 | $636K | Buy |
85,947
+3,784
| +5% | +$25.5K | 0.01% | 1146 |
|
|
2015
Q4 | $572K | Buy |
82,163
+44,198
| +116% | +$306K | 0.01% | 1153 |
|
|
2015
Q3 | $248K | Buy |
+37,965
| New | +$258K | ﹤0.01% | 1299 |
|
Other funds holding MDU
CM
Raymond James Financial Services Advisors's MDU Position: Q3 2024 in Review
Raymond James Financial Services Advisors increased its MDU Resources (MDU) stake by 8.2% in Q3 2024, buying an estimated $59.7K and bringing the position to 55,562 shares worth $844K. The position accounts for ﹤0.01% of the portfolio, ranked #2277.
Raymond James Financial Services Advisors first reported a position in MDU in Q3 2015 and has held it in 37 quarters since. The position peaked at $3.48M in Q1 2021. 403 funds tracked by Wall St. Rank hold MDU as of Q3 2024.
- Raymond James Financial Services Advisors held 55,562 shares of MDU Resources worth $844K as of Q3 2024.
- Raymond James Financial Services Advisors bought 4,194 MDU Resources shares in Q3 2024, an estimated $59.7K.
- MDU Resources made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2277 holding.
- Raymond James Financial Services Advisors first reported a position in MDU Resources in Q3 2015 and has held it in 37 quarters since.
- Raymond James Financial Services Advisors's MDU Resources position peaked at $3.48M in Q1 2021.
- 403 funds tracked by Wall St. Rank held MDU Resources as of Q3 2024.
Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.