Tompkins Financial’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 | $134K | Hold |
6,457
| – | – | 0.01% | 239 |
|
|
2025
Q4 | $126K | Hold |
6,457
| – | – | 0.01% | 236 |
|
|
2025
Q3 | $115K | Hold |
6,457
| – | – | 0.01% | 238 |
|
|
2025
Q2 | $108K | Buy |
6,457
+300
| +5% | +$5.05K | 0.01% | 238 |
|
|
2025
Q1 | $104K | Buy |
6,157
+1,753
| +40% | +$30.3K | 0.01% | 252 |
|
|
2024
Q4 | $79.4K | Sell |
4,404
-3,545
| -45% | -$62.2K | 0.01% | 279 |
|
|
2024
Q3 | $121K | Hold |
7,949
| – | – | 0.01% | 249 |
|
|
2024
Q2 | $111K | Hold |
7,949
| – | – | 0.01% | 260 |
|
|
2024
Q1 | $111K | Buy |
7,949
+1,444
| +22% | +$16.7K | 0.01% | 264 |
|
|
2023
Q4 | $71.4K | Buy |
6,505
+3,075
| +90% | +$32.5K | 0.01% | 309 |
|
|
2023
Q3 | $37.2K | Hold |
3,430
| – | – | 0.01% | 345 |
|
|
2023
Q2 | $39.8K | Sell |
3,430
-1,567
| -31% | -$17.6K | 0.01% | 348 |
|
|
2023
Q1 | $57.9K | Sell |
4,997
-263
| -5% | -$3.06K | 0.01% | 322 |
|
|
2022
Q4 | $61K | Hold |
5,260
| – | – | 0.01% | 316 |
|
|
2022
Q3 | $55K | Hold |
5,260
| – | – | 0.01% | 318 |
|
|
2022
Q2 | $54K | Sell |
5,260
-1,052
| -17% | -$10.7K | 0.01% | 320 |
|
|
2022
Q1 | $64K | Hold |
6,312
| – | – | 0.01% | 328 |
|
|
2021
Q4 | $74K | Hold |
6,312
| – | – | 0.01% | 197 |
|
|
2021
Q3 | $71K | Buy |
+6,312
| New | +$75.6K | 0.01% | 202 |
|
|
2021
Q1 | $76K | Hold |
6,312
| – | – | 0.01% | 208 |
|
|
2020
Q4 | $63K | Buy |
6,312
+2,893
| +85% | +$27K | 0.01% | 220 |
|
|
2020
Q3 | $29K | Buy |
3,419
+263
| +8% | +$2.26K | 0.01% | 280 |
|
|
2020
Q2 | $27K | Buy |
3,156
+2,893
| +1,100% | +$24K | 0.01% | 275 |
|
|
2020
Q1 | $2K | Hold |
263
| – | – | ﹤0.01% | 386 |
|
|
2019
Q4 | $3K | Hold |
263
| – | – | ﹤0.01% | 381 |
|
|
2019
Q3 | $3K | Hold |
263
| – | – | ﹤0.01% | 339 |
|
|
2019
Q2 | $3K | Hold |
263
| – | – | ﹤0.01% | 342 |
|
|
2019
Q1 | $3K | Hold |
263
| – | – | ﹤0.01% | 380 |
|
|
2018
Q4 | $2K | Hold |
263
| – | – | ﹤0.01% | 389 |
|
|
2018
Q3 | $3K | Hold |
263
| – | – | ﹤0.01% | 398 |
|
|
2018
Q2 | $3K | Hold |
263
| – | – | ﹤0.01% | 400 |
|
|
2018
Q1 | $3K | Hold |
263
| – | – | ﹤0.01% | 394 |
|
|
2017
Q4 | $3K | Hold |
263
| – | – | ﹤0.01% | 362 |
|
|
2017
Q3 | $3K | Buy |
+263
| New | +$2.62K | ﹤0.01% | 388 |
|
|
2016
Q1 | – | Sell |
-1,578
| Closed | -$11K | – | 530 |
|
|
2015
Q4 | $11K | Sell |
1,578
-3,945
| -71% | -$27.3K | ﹤0.01% | 409 |
|
|
2015
Q3 | $36K | Hold |
5,523
| – | – | 0.01% | 312 |
|
|
2015
Q2 | $41K | Sell |
5,523
-184
| -3% | -$1.48K | 0.01% | 303 |
|
|
2015
Q1 | $47K | Buy |
5,707
+4,392
| +334% | +$37.3K | 0.01% | 297 |
|
|
2014
Q4 | $12K | Sell |
1,315
-4,392
| -77% | -$42.4K | ﹤0.01% | 367 |
|
|
2014
Q3 | $60K | Hold |
5,707
| – | – | 0.02% | 245 |
|
|
2014
Q2 | $77K | Hold |
5,707
| – | – | 0.02% | 222 |
|
|
2014
Q1 | $74K | Hold |
5,707
| – | – | 0.02% | 213 |
|
|
2013
Q4 | $66K | Buy |
5,707
+2,091
| +58% | +$23.6K | 0.02% | 229 |
|
|
2013
Q3 | $38K | Hold |
3,616
| – | – | 0.01% | 286 |
|
|
2013
Q2 | $36K | Buy |
+3,616
| New | +$34.8K | 0.01% | 287 |
|
Other funds holding MDU
VPM
VCM
