Allworth Financial’s Idacorp IDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $208K | Buy |
1,801
+66
| +4% | +$7.62K | ﹤0.01% | 1154 |
|
|
2025
Q1 | $204K | Buy |
1,735
+12
| +0.7% | +$1.41K | ﹤0.01% | 936 |
|
|
2024
Q4 | $186K | Sell |
1,723
-1,124
| -39% | -$121K | ﹤0.01% | 973 |
|
|
2024
Q3 | $293K | Buy |
2,847
+717
| +34% | +$73.9K | ﹤0.01% | 708 |
|
|
2024
Q2 | $201K | Sell |
2,130
-290
| -12% | -$27.4K | ﹤0.01% | 811 |
|
|
2024
Q1 | $225K | Sell |
2,420
-947
| -28% | -$88K | ﹤0.01% | 744 |
|
|
2023
Q4 | $331K | Sell |
3,367
-222
| -6% | -$21.8K | ﹤0.01% | 623 |
|
|
2023
Q3 | $336K | Sell |
3,589
-210
| -6% | -$19.7K | ﹤0.01% | 575 |
|
|
2023
Q2 | $390K | Buy |
3,799
+30
| +0.8% | +$3.08K | ﹤0.01% | 550 |
|
|
2023
Q1 | $408K | Sell |
3,769
-702
| -16% | -$76K | ﹤0.01% | 508 |
|
|
2022
Q4 | $482K | Sell |
4,471
-372
| -8% | -$40.1K | 0.01% | 464 |
|
|
2022
Q3 | $479K | Sell |
4,843
-1,138
| -19% | -$113K | 0.01% | 431 |
|
|
2022
Q2 | $634K | Sell |
5,981
-52
| -0.9% | -$5.51K | 0.01% | 364 |
|
|
2022
Q1 | $696K | Buy |
6,033
+4,513
| +297% | +$521K | 0.01% | 347 |
|
|
2021
Q4 | $172K | Buy |
1,520
+1,041
| +217% | +$118K | ﹤0.01% | 558 |
|
|
2021
Q3 | $50K | Buy |
479
+372
| +348% | +$38.8K | ﹤0.01% | 774 |
|
|
2021
Q2 | $10K | Sell |
107
-2,449
| -96% | -$229K | ﹤0.01% | 1043 |
|
|
2021
Q1 | $256K | Buy |
2,556
+2,450
| +2,311% | +$245K | 0.01% | 318 |
|
|
2020
Q4 | $10K | Buy |
106
+1
| +1% | +$94 | ﹤0.01% | 838 |
|
|
2020
Q3 | $8K | Buy |
105
+1
| +1% | +$76 | ﹤0.01% | 758 |
|
|
2020
Q2 | $9K | Buy |
104
+1
| +1% | +$87 | ﹤0.01% | 746 |
|
|
2020
Q1 | $9K | Hold |
103
| – | – | ﹤0.01% | 722 |
|
|
2019
Q4 | $11K | Buy |
103
+1
| +1% | +$107 | ﹤0.01% | 628 |
|
|
2019
Q3 | $11K | Buy |
102
+1
| +1% | +$108 | ﹤0.01% | 561 |
|
|
2019
Q2 | $10K | Hold |
101
| – | – | ﹤0.01% | 585 |
|
|
2019
Q1 | $10K | Buy |
101
+1
| +1% | +$99 | ﹤0.01% | 570 |
|
|
2018
Q4 | $9K | Hold |
100
| – | – | ﹤0.01% | 534 |
|
|
2018
Q3 | $10K | Hold |
100
| – | – | ﹤0.01% | 556 |
|
|
2018
Q2 | $9K | Hold |
100
| – | – | ﹤0.01% | 541 |
|
|
2018
Q1 | $9K | Hold |
100
| – | – | ﹤0.01% | 501 |
|
|
2017
Q4 | $9K | Hold |
100
| – | – | ﹤0.01% | 485 |
|
|
2017
Q3 | $9K | Hold |
100
| – | – | ﹤0.01% | 482 |
|
|
2017
Q2 | $9K | Hold |
100
| – | – | ﹤0.01% | 490 |
|
|
2017
Q1 | $8K | Hold |
100
| – | – | ﹤0.01% | 470 |
|
|
2016
Q4 | $8K | Hold |
100
| – | – | ﹤0.01% | 419 |
|
|
2016
Q3 | $8K | Hold |
100
| – | – | ﹤0.01% | 440 |
|
|
2016
Q2 | $8K | Hold |
100
| – | – | ﹤0.01% | 414 |
|
|
2016
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 415 |
|
|
2015
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 414 |
|
|
2015
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 430 |
|
|
2015
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 423 |
|
|
2015
Q1 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 429 |
|