United Capital Financial 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
2026 Q1	$389K	Buy	+18,798	New	+$385K	﹤0.01%	1199
2020 Q2	–	Sell	-868,157	Closed	-$7.1M	–	1227
2020 Q1	$7.1M	Sell	868,157 -47,338	-5%	-$498K	0.06%	284
2019 Q4	$10.3M	Sell	915,495 -195,268	-18%	-$2.13M	0.07%	310
2019 Q3	$11.9M	Sell	1,110,763 -763	-0.1%	-$7.79K	0.08%	264
2019 Q2	$10.9M	Sell	1,111,526 -726	-0.1%	-$7.07K	0.07%	284
2019 Q1	$10.9M	Sell	1,112,252 -4,426	-0.4%	-$43K	0.08%	281
2018 Q4	$10.1M	Buy	1,116,678 +4,258	+0.4%	+$41.5K	0.08%	251
2018 Q3	$10.9M	Buy	1,112,420 +1,051,286	+1,720%	+$11.2M	0.08%	285
2018 Q2	$667K	Buy	61,134 +967	+2%	+$10.3K	0.01%	866
2018 Q1	$644K	Sell	60,167 -49	-0.1%	-$498	﹤0.01%	890
2017 Q4	$615K	Sell	60,216 -83,202	-58%	-$852K	﹤0.01%	907
2017 Q3	$1.42M	Buy	+143,418	New	+$1.43M	0.01%	675