Avantax Advisory Services’s Idacorp IDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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% | -$61.8K | ﹤0.01% | 1553 |
|
|
2024
Q4 | $493K | Sell |
4,513
-524
| -10% | -$57.3K | ﹤0.01% | 1457 |
|
|
2024
Q3 | $519K | Buy |
5,037
+105
| +2% | +$10.8K | ﹤0.01% | 1386 |
|
|
2024
Q2 | $459K | Buy |
+4,932
| New | +$459K | ﹤0.01% | 1418 |
|
|
2023
Q1 | – | Sell |
-1,929
| Closed | -$208K | – | 1513 |
|
|
2022
Q4 | $208K | Buy |
+1,929
| New | +$208K | ﹤0.01% | 1287 |
|