Avantax Advisory Services’s Idacorp IDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$473K Buy
4,096
+115
+3% +$13.3K ﹤0.01% 1615
2025
Q1
$463K Sell
3,981
-532
-12% -$59.6K ﹤0.01% 1553
2024
Q4
$493K Sell
4,513
-524
-10% -$57.6K ﹤0.01% 1457
2024
Q3
$519K Buy
5,037
+105
+2% +$10.5K ﹤0.01% 1386
2024
Q2
$459K Buy
+4,932
New +$463K ﹤0.01% 1418
2023
Q1
Sell
-1,929
Closed -$208K 1516
2022
Q4
$208K Buy
+1,929
New +$200K ﹤0.01% 1287

Other funds holding IDA

Avantax Advisory Services's IDA Position: Q2 2025 in Review

Avantax Advisory Services increased its Idacorp (IDA) stake by 2.9% in Q2 2025, buying an estimated $13.3K and bringing the position to 4,096 shares worth $473K. The position accounts for ﹤0.01% of the portfolio, ranked #1615.

Avantax Advisory Services first reported a position in IDA in Q4 2022 and has held it in 6 quarters since. The position peaked at $519K in Q3 2024. 477 funds tracked by Wall St. Rank hold IDA as of Q2 2025.

  • Avantax Advisory Services held 4,096 shares of Idacorp worth $473K as of Q2 2025.
  • Avantax Advisory Services bought 115 Idacorp shares in Q2 2025, an estimated $13.3K.
  • Idacorp made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1615 holding.
  • Avantax Advisory Services first reported a position in Idacorp in Q4 2022 and has held it in 6 quarters since.
  • Avantax Advisory Services's Idacorp position peaked at $519K in Q3 2024.
  • 477 funds tracked by Wall St. Rank held Idacorp as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.