Allworth Financial’s Avista AVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $90.1K | Buy |
2,244
+224
| +11% | +$9.04K | ﹤0.01% | 1903 |
|
|
2025
Q4 | $77.9K | Buy |
2,020
+255
| +14% | +$9.96K | ﹤0.01% | 1912 |
|
|
2025
Q3 | $66.7K | Buy |
1,765
+180
| +11% | +$6.69K | ﹤0.01% | 1925 |
|
|
2025
Q2 | $60.1K | Buy |
1,585
+540
| +52% | +$21.3K | ﹤0.01% | 1844 |
|
|
2025
Q1 | $43.1K | Buy |
1,045
+89
| +9% | +$3.38K | ﹤0.01% | 1630 |
|
|
2024
Q4 | $34.6K | Buy |
956
+715
| +297% | +$26.9K | ﹤0.01% | 1769 |
|
|
2024
Q3 | $9.34K | Buy |
241
+3
| +1% | +$113 | ﹤0.01% | 2289 |
|
|
2024
Q2 | $8.76K | Buy |
238
+3
| +1% | +$107 | ﹤0.01% | 2276 |
|
|
2024
Q1 | $8.24K | Buy |
235
+3
| +1% | +$102 | ﹤0.01% | 2188 |
|
|
2023
Q4 | $8.3K | Buy |
232
+6
| +3% | +$203 | ﹤0.01% | 2057 |
|
|
2023
Q3 | $7.33K | Buy |
226
+6
| +3% | +$214 | ﹤0.01% | 1959 |
|
|
2023
Q2 | $8.65K | Buy |
220
+2
| +0.9% | +$85 | ﹤0.01% | 1906 |
|
|
2023
Q1 | $9.25K | Buy |
218
+2
| +0.9% | +$83 | ﹤0.01% | 1817 |
|
|
2022
Q4 | $9.56K | Buy |
216
+10
| +5% | +$400 | ﹤0.01% | 1702 |
|
|
2022
Q3 | $8K | Buy |
206
+3
| +1% | +$126 | ﹤0.01% | 1730 |
|
|
2022
Q2 | $9K | Buy |
203
+2
| +1% | +$86 | ﹤0.01% | 1587 |
|
|
2022
Q1 | $9K | Buy |
201
+2
| +1% | +$88 | ﹤0.01% | 1507 |
|
|
2021
Q4 | $8K | Buy |
199
+2
| +1% | +$80 | ﹤0.01% | 1450 |
|
|
2021
Q3 | $8K | Buy |
197
+2
| +1% | +$84 | ﹤0.01% | 1395 |
|
|
2021
Q2 | $8K | Buy |
195
+2
| +1% | +$92 | ﹤0.01% | 1090 |
|
|
2021
Q1 | $9K | Buy |
193
+1
| +0.5% | +$41 | ﹤0.01% | 1004 |
|
|
2020
Q4 | $8K | Buy |
192
+2
| +1% | +$73 | ﹤0.01% | 874 |
|
|
2020
Q3 | $6K | Buy |
190
+2
| +1% | +$72 | ﹤0.01% | 799 |
|
|
2020
Q2 | $7K | Buy |
188
+2
| +1% | +$79 | ﹤0.01% | 792 |
|
|
2020
Q1 | $8K | Buy |
186
+2
| +1% | +$96 | ﹤0.01% | 741 |
|
|
2019
Q4 | $9K | Sell |
184
-298
| -62% | -$14.2K | ﹤0.01% | 661 |
|
|
2019
Q3 | $23K | Buy |
482
+1
| +0.2% | +$46 | ﹤0.01% | 431 |
|
|
2019
Q2 | $21K | Buy |
481
+2
| +0.4% | +$85 | ﹤0.01% | 449 |
|
|
2019
Q1 | $19K | Buy |
479
+1
| +0.2% | +$41 | ﹤0.01% | 460 |
|
|
2018
Q4 | $20K | Buy |
478
+2
| +0.4% | +$99 | ﹤0.01% | 406 |
|
|
2018
Q3 | $24K | Buy |
476
+1
| +0.2% | +$51 | ﹤0.01% | 396 |
|
|
2018
Q2 | $25K | Buy |
475
+1
| +0.2% | +$52 | ﹤0.01% | 368 |
|
|
2018
Q1 | $24K | Buy |
474
+2
| +0.4% | +$101 | ﹤0.01% | 344 |
|
|
2017
Q4 | $24K | Buy |
472
+301
| +176% | +$15.6K | ﹤0.01% | 347 |
|
|
2017
Q3 | $9K | Buy |
171
+1
| +0.6% | +$50 | ﹤0.01% | 479 |
|
|
2017
Q2 | $7K | Hold |
170
| – | – | ﹤0.01% | 518 |
|
|
2017
Q1 | $7K | Buy |
+170
| New | +$6.66K | ﹤0.01% | 485 |
|
Other funds holding AVA
VPM
VCM
WHG
