Steward Partners Investment Advisory’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 | $243K | Hold |
11,723
| – | – | ﹤0.01% | 1922 |
|
|
2025
Q4 | $229K | Sell |
11,723
-96
| -0.8% | -$1.89K | ﹤0.01% | 1859 |
|
|
2025
Q3 | $210K | Buy |
11,819
+96
| +0.8% | +$1.6K | ﹤0.01% | 1844 |
|
|
2025
Q2 | $195K | Buy |
11,723
+6,574
| +128% | +$111K | ﹤0.01% | 1775 |
|
|
2025
Q1 | $87.1K | Hold |
5,149
| – | – | ﹤0.01% | 2097 |
|
|
2024
Q4 | $92.8K | Sell |
5,149
-5,177
| -50% | -$90.8K | ﹤0.01% | 2020 |
|
|
2024
Q3 | $157K | Buy |
10,326
+3,965
| +62% | +$56.5K | ﹤0.01% | 1650 |
|
|
2024
Q2 | $88.5K | Hold |
6,361
| – | – | ﹤0.01% | 1842 |
|
|
2024
Q1 | $88.8K | Buy |
6,361
+939
| +17% | +$10.9K | ﹤0.01% | 1829 |
|
|
2023
Q4 | $59.5K | Sell |
5,422
-181
| -3% | -$1.91K | ﹤0.01% | 1906 |
|
|
2023
Q3 | $60.8K | Buy |
5,603
+2,157
| +63% | +$24.8K | ﹤0.01% | 1816 |
|
|
2023
Q2 | $40K | Sell |
3,446
-1,574
| -31% | -$17.7K | ﹤0.01% | 1974 |
|
|
2023
Q1 | $58.2K | Buy |
5,020
+920
| +22% | +$10.7K | ﹤0.01% | 1813 |
|
|
2022
Q4 | $47.3K | Hold |
4,100
| – | – | ﹤0.01% | 1858 |
|
|
2022
Q3 | $43K | Hold |
4,100
| – | – | ﹤0.01% | 1856 |
|
|
2022
Q2 | $42K | Hold |
4,100
| – | – | ﹤0.01% | 1881 |
|
|
2022
Q1 | $42K | Sell |
4,100
-2,104
| -34% | -$22.3K | ﹤0.01% | 2000 |
|
|
2021
Q4 | $73K | Hold |
6,204
| – | – | ﹤0.01% | 1727 |
|
|
2021
Q3 | $70K | Hold |
6,204
| – | – | ﹤0.01% | 1714 |
|
|
2021
Q2 | $74K | Sell |
6,204
-2,340
| -27% | -$29.3K | ﹤0.01% | 2670 |
|
|
2021
Q1 | $103K | Buy |
8,544
+2,340
| +38% | +$25.5K | ﹤0.01% | 1613 |
|
|
2020
Q4 | $62K | Hold |
6,204
| – | – | ﹤0.01% | 1560 |
|
|
2020
Q3 | $53K | Hold |
6,204
| – | – | ﹤0.01% | 1480 |
|
|
2020
Q2 | $52K | Buy |
6,204
+1,257
| +25% | +$10.4K | ﹤0.01% | 1397 |
|
|
2020
Q1 | $40K | Buy |
4,947
+2,580
| +109% | +$27.2K | ﹤0.01% | 1354 |
|
|
2019
Q4 | $26K | Hold |
2,367
| – | – | ﹤0.01% | 1690 |
|
|
2019
Q3 | $25K | Hold |
2,367
| – | – | ﹤0.01% | 1647 |
|
|
2019
Q2 | $23K | Buy |
+2,367
| New | +$23.1K | ﹤0.01% | 1660 |
|
|
2018
Q4 | – | Sell |
-552
| Closed | -$5K | – | 1575 |
|
|
2018
Q3 | $5K | Sell |
552
-1,815
| -77% | -$19.4K | ﹤0.01% | 2127 |
|
|
2018
Q2 | $26K | Hold |
2,367
| – | – | ﹤0.01% | 1361 |
|
|
2018
Q1 | $25K | Sell |
2,367
-613
| -21% | -$6.22K | ﹤0.01% | 1249 |
|
|
2017
Q4 | $30K | Sell |
2,980
-328
| -10% | -$3.36K | ﹤0.01% | 994 |
|
|
2017
Q3 | $32K | Hold |
3,308
| – | – | ﹤0.01% | 810 |
|
|
2017
Q2 | $32K | Buy |
3,308
+2,695
| +440% | +$27.6K | ﹤0.01% | 746 |
|
|
2017
Q1 | $6K | Hold |
613
| – | – | ﹤0.01% | 1078 |
|
|
2016
Q4 | $6K | Buy |
+613
| New | +$6.34K | ﹤0.01% | 637 |
|
Other funds holding MDU
VPM
VCM
