Simplex Trading’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 | – | Sell |
-7,170
| Closed | -$147K | – | 10264 |
|
|
2025
Q4 | $140K | Buy |
7,170
+6,722
| +1,500% | +$132K | ﹤0.01% | 4615 |
|
|
2025
Q3 | $7K | Buy |
+448
| New | +$7.48K | ﹤0.01% | 8121 |
|
|
2025
Q2 | – | Sell |
-4,383
| Closed | -$73.7K | – | 9898 |
|
|
2025
Q1 | $74K | Sell |
4,383
-14,474
| -77% | -$250K | ﹤0.01% | 5394 |
|
|
2024
Q4 | $339K | Buy |
+18,857
| New | +$331K | 0.01% | 3933 |
|
|
2024
Q3 | – | Sell |
-39,188
| Closed | -$558K | – | 9753 |
|
|
2024
Q2 | $544K | Buy |
39,188
+27,159
| +226% | +$375K | 0.02% | 3580 |
|
|
2024
Q1 | $167K | Sell |
12,029
-41,482
| -78% | -$480K | ﹤0.01% | 5048 |
|
|
2023
Q4 | $586K | Buy |
53,511
+52,103
| +3,700% | +$550K | 0.02% | 3521 |
|
|
2023
Q3 | $15K | Sell |
1,408
-57,359
| -98% | -$660K | ﹤0.01% | 6879 |
|
|
2023
Q2 | $681K | Buy |
+58,767
| New | +$661K | 0.03% | 2986 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 10346 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 10513 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 11112 |
|
|
2022
Q2 | – | Sell |
-14,780
| Closed | -$150K | – | 11178 |
|
|
2022
Q1 | $149K | Buy |
14,780
+14,459
| +4,504% | +$153K | ﹤0.01% | 5591 |
|
|
2021
Q4 | $3K | Sell |
321
-15,140
| -98% | -$171K | ﹤0.01% | 9840 |
|
|
2021
Q3 | $186K | Hold |
15,461
| – | – | 0.01% | 5714 |
|
|
2021
Q2 | $184K | Buy |
15,461
+870
| +6% | +$10.9K | 0.01% | 5813 |
|
|
2021
Q1 | $175K | Buy |
+14,591
| New | +$159K | 0.01% | 4944 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 9127 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 8582 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 8401 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 8326 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 8087 |
|
|
2019
Q3 | – | Sell |
-1,886
| Closed | -$19.3K | – | 8064 |
|
|
2019
Q2 | $18K | Sell |
1,886
-2,795
| -60% | -$27.2K | ﹤0.01% | 5698 |
|
|
2019
Q1 | $45K | Buy |
+4,681
| New | +$45.5K | ﹤0.01% | 5094 |
|
|
2018
Q4 | – | Sell |
-11
| Closed | -$107 | – | 7821 |
|
|
2018
Q3 | $0 | Buy |
+11
| New | +$118 | ﹤0.01% | 8129 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 8015 |
|
|
2018
Q1 | – | Sell |
-337
| Closed | -$3.42K | – | 6856 |
|
|
2017
Q4 | $3K | Buy |
+337
| New | +$3.45K | ﹤0.01% | 4925 |
|
|
2017
Q3 | – | Sell |
-1,304
| Closed | -$12K | – | 6685 |
|
|
2017
Q2 | $12K | Buy |
1,304
+1,220
| +1,452% | +$12.5K | ﹤0.01% | 3822 |
|
|
2017
Q1 | $0 | Buy |
+84
| New | +$878 | ﹤0.01% | 6864 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 6640 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 6585 |
|
|
2016
Q2 | – | Sell |
-6,748
| Closed | -$55K | – | 6573 |
|
|
2016
Q1 | $49K | Buy |
+6,748
| New | +$45.5K | 0.01% | 1971 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 6111 |
|
|
2015
Q3 | – | Sell |
-242
| Closed | -$1K | – | 6134 |
|
|
2015
Q2 | $1K | Buy |
242
+197
| +438% | +$1.58K | ﹤0.01% | 4708 |
|
|
2015
Q1 | $0 | Buy |
+45
| New | +$382 | ﹤0.01% | 5590 |
|
Other funds holding MDU
VPM
VCM
